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Portfolio (Quarterly) Guide ↗

STAGE HARBOR FINANCIAL, LLC

· CIK 0001934721
13F Portfolio $173M AUM 64 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 17 Added 17 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MUB ISHARES TR 148,320.0 $16.0M 9.22% -2K -1.6% $107.62 -2.2%
2 VTEB VANGUARD MUN BD FDS 112,971.0 $5.7M 3.30% -2K -1.6% $50.58 -2.3%
3 FNDX SCHWAB STRATEGIC TR 178,629.0 $5.6M 3.21% -932.0 -0.5% $31.10 +4.5%
4 IVV ISHARES TR 7,188.0 $5.4M 3.11% -567.0 -7.3% $748.93 +3.2%
5 FNDF SCHWAB STRATEGIC TR 40,732.0 $2.1M 1.24% -4K -8.3% $52.76 +5.1%
6 BND VANGUARD BD INDEX FDS 27,165.0 $2.0M 1.15% -363.0 -1.3% $73.41 -1.5%
7 VOO VANGUARD INDEX FDS 2,142.0 $1.5M 0.85% -37.0 -1.7% $686.88 +3.0%
8 NVDA NVIDIA CORPORATION Technology 5,230.0 $1.0M 0.60% -369.0 -6.6% $200.09 +8.7%
9 DFAC DIMENSIONAL ETF TRUST 17,358.0 $770K 0.45% -1K -6.3% $44.36 +2.8%
10 VBR VANGUARD INDEX FDS 3,156.0 $767K 0.44% -148.0 -4.5% $242.99 +1.6%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 699.0 $522K 0.30% -22.0 -3.0% $746.77 +3.0%
12 IVE ISHARES TR 2,276.0 $517K 0.30% -184.0 -7.5% $227.06 +4.5%
13 TSLA TESLA INC Consumer Cyclical 1,004.0 $422K 0.24% -36.0 -3.5% $420.60 -17.1%
14 IEMG ISHARES INC 4,915.0 $407K 0.23% -542.0 -9.9% $82.84 -1.2%
15 META META PLATFORMS INC Communication Services 707.0 $398K 0.23% -10.0 -1.4% $563.29 +2.6%
16 IVOO VANGUARD ADMIRAL FDS INC 2,490.0 $325K 0.19% -301.0 -10.8% $130.40 -1.7%
17 NFLX NETFLIX INC. Communication Services 2,985.0 $213K 0.12% -444.0 -12.9% $71.40 +14.5%

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 37.6%
Financial Services 19.0%
Communication Services 16.1%
Consumer Cyclical 15.9%
Industrials 7.6%
Utilities 3.8%