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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
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFIV DIMENSIONAL ETF TRUST 19,773.0 $1.0M 0.69% +7K +49.3% $52.78 +5.8%
22 NVDA NVIDIA CORPORATION Technology 5,599.0 $976K 0.65% -627.0 -10.1% $174.40 +20.4%
23 EFG ISHARES TR 8,710.0 $970K 0.64% +2K +33.1% $111.37 +10.2%
24 IWM ISHARES TR 3,889.0 $965K 0.64% $248.02 +17.2%
25 IWP ISHARES TR 7,315.0 $937K 0.62% +4K +93.0% $128.11 +9.9%
26 EFA ISHARES TR 8,867.0 $861K 0.57% $97.13 +7.9%
27 DFAC DIMENSIONAL ETF TRUST 18,527.0 $720K 0.48% $38.86 +13.2%
28 VBR VANGUARD INDEX FDS 3,304.0 $718K 0.48% +19.0 +0.6% $217.25 +8.8%
29 MTUM ISHARES TR 2,800.0 $672K 0.45% $240.01 +29.4%
30 VEA VANGUARD TAX-MANAGED FDS 9,328.0 $598K 0.40% $64.08 +11.5%
31 PRF INVESCO EXCHANGE TRADED FD T 11,846.0 $563K 0.37% $47.53 +12.7%
32 PYLD PIMCO ETF TR 21,124.0 $553K 0.37% $26.20 +0.8%
33 IVE ISHARES TR 2,460.0 $519K 0.34% $211.15 +8.3%
34 AMZN AMAZON COM INC Consumer Cyclical 2,291.0 $477K 0.32% -331.0 -12.6% $208.27 +29.6%
35 MSFT MICROSOFT CORP Technology 1,275.0 $472K 0.31% -410.0 -24.3% $370.17 +12.1%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 721.0 $469K 0.31% -36.0 -4.8% $650.34 +15.3%
37 GOOG ALPHABET INC Communication Services 1,618.0 $464K 0.31% -80.0 -4.7% $286.86 +35.1%
38 VSS VANGUARD INTL EQUITY INDEX F 2,844.0 $415K 0.28% $145.79 +10.5%
39 META META PLATFORMS INC Communication Services 717.0 $410K 0.27% +41.0 +6.1% $572.13 +7.5%
40 AAPL APPLE INC Technology 1,543.0 $392K 0.26% -181.0 -10.5% $253.79 +22.6%
Page 2 of 4  ·  61 positions

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%