Safe Harbor Wealth Advisors, LLC quarter change: USA Everything Else, Added
2025-12-31 is the only Form 13F-HR of Safe Harbor Wealth Advisors, LLC held here, so there is no earlier quarter to compare it with.
Form 13F-HR as filed (SEC CIK 2105610): quarter ended 2025-12-31, filed 2026-02-13.
No quarter change is shown until the quarter before is held.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| JHP Wealth Management, LLC | United States | $0.103B | 33 |
| Western Pacific Wealth Management, LP | United States | $0.103B | 181 |
| KVP Capital Advisors, LP | United States | $0.103B | 27 |
| Mann Financial Group, Inc. | United States | $0.103B | 31 |
| Ebert Capital Management Inc. | United States | $0.103B | 25 |
| TrustWell Financial Advisors, LLC | United States | $0.103B | 66 |
| Expect Equity LLC | United States | $0.103B | 47 |
| Alta Partners Management Company, L.P. | United States | $0.104B | 2 |
| Twin Cities Retirement Group LLC | United States | $0.104B | 24 |
| Athena Wealth Management, LLC | United States | $0.103B | 106 |