13F Insight
DOSSIER · 13F-HR · Q1 2026

STAGE HARBOR FINANCIAL, LLC

STAGE HARBOR FINANCIAL's holding co. based in London, UK — $151M in tracked AUM across 61 positions as of Q1 2026.

SH
STAGE HARBOR FINANCIAL·London, UK·Holding Co.
CIK 0001934721 · last filed Mar 31, 2026
Total AUM
$151M
▼ 13.0%
vs prior
Holdings
61
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · 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

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