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Portfolio (Quarterly) Guide ↗

STAGE HARBOR FINANCIAL, LLC

· CIK 0001934721
13F Portfolio $151M AUM 61 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 18 Added 13 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTEB VANGUARD MUN BD FDS 114,862.0 $5.7M 3.80% -592.0 -0.5% $49.89 +0.4%
2 VB VANGUARD INDEX FDS 20,587.0 $5.4M 3.58% -584.0 -2.8% $261.92 +11.8%
3 IVV ISHARES TR 7,755.0 $5.1M 3.36% -256.0 -3.2% $653.24 +15.4%
4 IWD ISHARES TR 12,840.0 $2.7M 1.82% -7K -36.6% $213.67 +11.5%
5 BND VANGUARD BD INDEX FDS 27,528.0 $2.0M 1.34% -1K -3.6% $73.64 -0.6%
6 NVDA NVIDIA CORPORATION Technology 5,599.0 $976K 0.65% -627.0 -10.1% $174.40 +23.2%
7 AMZN AMAZON COM INC Consumer Cyclical 2,291.0 $477K 0.32% -331.0 -12.6% $208.27 +27.4%
8 MSFT MICROSOFT CORP Technology 1,275.0 $472K 0.31% -410.0 -24.3% $370.17 +12.4%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 721.0 $469K 0.31% -36.0 -4.8% $650.34 +15.4%
10 GOOG ALPHABET INC Communication Services 1,618.0 $464K 0.31% -80.0 -4.7% $286.86 +34.2%
11 AAPL APPLE INC Technology 1,543.0 $392K 0.26% -181.0 -10.5% $253.79 +21.5%
12 V VISA INC Financial Services 913.0 $276K 0.18% -62.0 -6.4% $302.24 +8.0%
13 USMV ISHARES TR 2,346.0 $218K 0.14% -44.0 -1.8% $92.74 +4.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Communication Services 26.9%
Financial Services 17.3%
Consumer Cyclical 15.3%
Industrials 4.4%
Energy 3.6%