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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
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFIV DIMENSIONAL ETF TRUST 25,914.0 $1.4M 0.81% +6K +31.1% $54.02 +7.3%
22 VTI VANGUARD INDEX FDS 3,576.0 $1.3M 0.77% $370.07 +2.5%
23 IWP ISHARES TR 8,759.0 $1.3M 0.74% +1K +19.7% $146.40 -3.8%
24 IWM ISHARES TR 3,889.0 $1.2M 0.68% $300.48 -1.6%
25 NVDA NVIDIA CORPORATION Technology 5,230.0 $1.0M 0.60% -369.0 -6.6% $200.09 +8.7%
26 MTUM ISHARES TR 2,800.0 $960K 0.56% $342.86 -12.6%
27 EFA ISHARES TR 8,867.0 $921K 0.53% $103.88 +3.7%
28 SMMU PIMCO ETF TR 15,850.0 $800K 0.46% NEW $50.50 -0.4%
29 DFAC DIMENSIONAL ETF TRUST 17,358.0 $770K 0.45% -1K -6.3% $44.36 +2.8%
30 VBR VANGUARD INDEX FDS 3,156.0 $767K 0.44% -148.0 -4.5% $242.99 +1.6%
31 VEA VANGUARD TAX-MANAGED FDS 9,328.0 $665K 0.38% $71.25 +2.5%
32 PRF INVESCO EXCHANGE TRADED FD T 11,846.0 $640K 0.37% $54.03 +3.9%
33 GOOG ALPHABET INC 1,660.0 $587K 0.34% +42.0 +2.6% $353.33
34 AMZN AMAZON COM INC Consumer Cyclical 2,400.0 $572K 0.33% +109.0 +4.8% $238.34 +11.8%
35 MSFT MICROSOFT CORP Technology 1,530.0 $571K 0.33% +255.0 +20.0% $373.02 +37.7%
36 PYLD PIMCO ETF TR 21,124.0 $560K 0.32% $26.52 -1.4%
37 MINT PIMCO ETF TR 5,316.0 $536K 0.31% NEW $100.81 -0.0%
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 699.0 $522K 0.30% -22.0 -3.0% $746.77 +3.0%
39 IVE ISHARES TR 2,276.0 $517K 0.30% -184.0 -7.5% $227.06 +4.5%
40 AAPL APPLE INC Technology 1,743.0 $504K 0.29% +200.0 +13.0% $289.36 +10.5%
Page 2 of 4  ·  64 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 37.6%
Financial Services 19.0%
Communication Services 16.1%
Consumer Cyclical 15.9%
Industrials 7.6%
Utilities 3.8%