Safe Harbor Family Capital, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $27.7B, Ishares Short Term National Mu with a value of $24.6B, Vanguard Malvern Fds with a value of $12.6B, Vanguard Russell 1000 Growth E with a value of $7.81B, and Vanguard Whitehall Fds (Vangua with a value of $7.75B.

Examining the 13F form we can see an increase of $114B in the current position value.

Safe Harbor Family Capital, LLC is based out at Chapel Hill, NC

Below you can find more details about Safe Harbor Family Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $83.3 Billion
Real Estate: $6.77 Billion
Technology: $4.48 Billion
Communication Services: $1.31 Billion
Consumer Cyclical: $1 Billion
Healthcare: $559 Million
Financial Services: $281 Million
Consumer Defensive: $246 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $114 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 51 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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