DOSSIER · 13F-HR · Q1 2026

STAGE HARBOR FINANCIAL, LLC

$151M in tracked AUM across 61 positions as of Q1 2026.

SH
CIK 0001934721 · last filed Mar 31, 2026
Total AUM
$151M
as of Q1 2026
Holdings
61
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

STAGE HARBOR FINANCIAL, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFLV
DIMENSIONAL ETF TRUST
$24M667K15.8%
02
VUG
VANGUARD INDEX FDS
$20M46K13.4%
03
MUB
ISHARES TR
$16M151K10.6%
04
EFV
ISHARES TR
$7M93K4.6%
05
ACWX
ISHARES TR
$6M88K4.0%
06
NBSM
NEUBERGER BERMAN ETF TRUST
$6M237K4.0%
07
VTEB
VANGUARD MUN BD FDS
$6M115K3.8%
08
IWF
ISHARES TR
$6M13K3.7%
09
VB
VANGUARD INDEX FDS
$5M21K3.6%
10
EVTR
MORGAN STANLEY ETF TRUST
$5M100K3.4%

Filing history

2026Q1Mar 31
$151M 1.7%
61 positionsView →
2025Q4Dec 31
$148M 8.5%
60 positionsView →
2025Q3Sep 30
$137M 11.0%
57 positionsView →
2025Q2Jun 30
$123M 4.2%
55 positionsLocked
2025Q1Mar 31
$118M 2.8%
59 positionsLocked
2024Q4Dec 31
$115M 4.7%
58 positionsLocked
2024Q3Sep 30
$110M 6.1%
49 positionsLocked
2024Q2Jun 30
$104M 5.9%
41 positionsLocked
2024Q1Mar 31
$110M 5.9%
44 positionsLocked
2023Q4Dec 31
$104M
40 positionsLocked