Safe Harbor Wealth Advisors, LLC: summary

Safe Harbor Wealth Advisors, LLC reported 96 positions with a reported value of $103.29M in its 13F for Q4 2025. No adjacent prior-quarter report is stored, so changes are not shown.

Top positions

• AIM ETF PRODUCTS TRUST
• ALLIANZIM US BF15 UNCAP SEP
• INVTR EQ D DI 10 B ETF - JUL
• INNOVATOR ETFS TRUST
• AIM ETF PRODUCTS TRUST
• INNOVATOR ETFS TRUST
• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• INNOVATOR US SMALL CAP POWER BUFFER ETF - AUGUST
• INNOVATOR ETFS TRUST
• DOUBLELINE ETF TRUST