# EDGAR Filing Document

**Accession Number:** 0002065810
**File Stem:** 0001398344-26-001739
**Filing Date:** 2026-1
**Character Count:** 8786
**Document Hash:** 8cc5f8d559fd8973dbc5fa5ed67c960f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-001739.hdr.sgml**: 20260130

**ACCESSION NUMBER**: 0001398344-26-001739

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260130

**DATE AS OF CHANGE**: 20260130

**EFFECTIVENESS DATE**: 20260130

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Safe Harbor Family Capital, LLC
- **CENTRAL INDEX KEY:** 0002065810

**ORGANIZATION NAME:**
- **EIN:** 874610428
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26035
- **FILM NUMBER:** 26584218

**BUSINESS ADDRESS:**
- **STREET 1:** 123 WEST FRANKLIN STREET
- **STREET 2:** SUITE 540
- **CITY:** CHAPEL HILL
- **STATE:** NC
- **ZIP:** 27516
- **BUSINESS PHONE:** 919-537-7110

**MAIL ADDRESS:**
- **STREET 1:** 123 WEST FRANKLIN STREET
- **STREET 2:** SUITE 540
- **CITY:** CHAPEL HILL
- **STATE:** NC
- **ZIP:** 27516

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Safe Harbor Family Capital LLC<br>**Address:** 123 WEST FRANKLIN STREET<br>SUITE 540<br>CHAPEL HILL, NC 27516

**Form 13F File Number:** 028-26035

**CRD Number (if applicable):** 000317547

**SEC File Number (if applicable):** 801-122963

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samuel Soliman<br>**Title:** President<br>**Phone:** 919-537-7110

**Signature, Place, and Date of Signing:**

/s/ Samuel Soliman  Chapel Hill, NC  01-30-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $113800337

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 268704 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 399781 | 1274 | SH |  | SOLE |  | 0 | 0 | 1274 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 480768 | 1536 | SH |  | SOLE |  | 0 | 0 | 1536 |
| ALPS ETF TR | ALERIAN ENERGY | 00162Q676 |  | 2822497 | 89731 | SH |  | SOLE |  | 0 | 0 | 89731 |
| AMAZON COM INC | COM | 023135106 |  | 610750 | 2646 | SH |  | SOLE |  | 0 | 0 | 2646 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 |  | 240712 | 5115 | SH |  | SOLE |  | 0 | 0 | 5115 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 |  | 307037 | 9565 | SH |  | SOLE |  | 0 | 0 | 9565 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 477902 | 2722 | SH |  | SOLE |  | 0 | 0 | 2722 |
| AMERICOLD REALTY TRUST INC | COM | 03064D108 |  | 197851 | 15385 | SH |  | SOLE |  | 0 | 0 | 15385 |
| APPLE INC | COM | 037833100 |  | 1146705 | 4218 | SH |  | SOLE |  | 0 | 0 | 4218 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 280668 | 1548 | SH |  | SOLE |  | 0 | 0 | 1548 |
| BRIXMOR PPTY GROUP INC | COM | 11120U105 |  | 308872 | 11780 | SH |  | SOLE |  | 0 | 0 | 11780 |
| BROADCOM INC | COM | 11135F101 |  | 769726 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 |  | 268155 | 2436 | SH |  | SOLE |  | 0 | 0 | 2436 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 388167 | 2509 | SH |  | SOLE |  | 0 | 0 | 2509 |
| ELI LILLY  CO | COM | 532457108 |  | 290164 | 270 | SH |  | SOLE |  | 0 | 0 | 270 |
| EQUINIX INC | COM | 29444U700 |  | 730150 | 953 | SH |  | SOLE |  | 0 | 0 | 953 |
| FRONTVIEW REIT INC | COM | 35922N100 |  | 171998 | 11653 | SH |  | SOLE |  | 0 | 0 | 11653 |
| HEALTHCARE RLTY TR | CL A COM | 42226K105 |  | 310897 | 18342 | SH |  | SOLE |  | 0 | 0 | 18342 |
| HIGHWOODS PPTYS INC | COM | 431284108 |  | 201370 | 7799 | SH |  | SOLE |  | 0 | 0 | 7799 |
| INVENTRUST PPTYS CORP | COM NEW | 46124J201 |  | 296064 | 10495 | SH |  | SOLE |  | 0 | 0 | 10495 |
| INVITATION HOMES INC | COM | 46187W107 |  | 253556 | 9124 | SH |  | SOLE |  | 0 | 0 | 9124 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 179220 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1129123 | 2918 | SH |  | SOLE |  | 0 | 0 | 2918 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 24627078 | 230806 | SH |  | SOLE |  | 0 | 0 | 230806 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 281298 | 873 | SH |  | SOLE |  | 0 | 0 | 873 |
| META PLATFORMS INC | CL A | 30303M102 |  | 431039 | 653 | SH |  | SOLE |  | 0 | 0 | 653 |
| MICROSOFT CORP | COM | 594918104 |  | 1239034 | 2562 | SH |  | SOLE |  | 0 | 0 | 2562 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1321539 | 7086 | SH |  | SOLE |  | 0 | 0 | 7086 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 245893 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| PROLOGIS INC. | COM | 74340W103 |  | 744768 | 5834 | SH |  | SOLE |  | 0 | 0 | 5834 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 243671 | 939 | SH |  | SOLE |  | 0 | 0 | 939 |
| REXFORD INDL RLTY INC | COM | 76169C100 |  | 289819 | 7485 | SH |  | SOLE |  | 0 | 0 | 7485 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 |  | 306393 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 3432405 | 126145 | SH |  | SOLE |  | 0 | 0 | 126145 |
| SILA REALTY TRUST INC | COMMON STOCK | 146280508 |  | 212004 | 9095 | SH |  | SOLE |  | 0 | 0 | 9095 |
| SUN CMNTYS INC | COM | 866674104 |  | 290321 | 2343 | SH |  | SOLE |  | 0 | 0 | 2343 |
| TESLA INC | COM | 88160R101 |  | 389008 | 865 | SH |  | SOLE |  | 0 | 0 | 865 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 1644696 | 3699 | SH |  | SOLE |  | 0 | 0 | 3699 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 27692514 | 82597 | SH |  | SOLE |  | 0 | 0 | 82597 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 2320203 | 30759 | SH |  | SOLE |  | 0 | 0 | 30759 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 482622 | 8977 | SH |  | SOLE |  | 0 | 0 | 8977 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 12595138 | 161693 | SH |  | SOLE |  | 0 | 0 | 161693 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 595855 | 1984 | SH |  | SOLE |  | 0 | 0 | 1984 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 7808829 | 64138 | SH |  | SOLE |  | 0 | 0 | 64138 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 7746327 | 53973 | SH |  | SOLE |  | 0 | 0 | 53973 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 3590070 | 39889 | SH |  | SOLE |  | 0 | 0 | 39889 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1556556 | 2065 | SH |  | SOLE |  | 0 | 0 | 2065 |
| VENTAS INC | COM | 92276F100 |  | 595130 | 7691 | SH |  | SOLE |  | 0 | 0 | 7691 |
| WELLTOWER INC | COM | 95040Q104 |  | 374190 | 2016 | SH |  | SOLE |  | 0 | 0 | 2016 |
| WHITESTONE REIT | COM | 966084204 |  | 213100 | 15342 | SH |  | SOLE |  | 0 | 0 | 15342 |

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