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Portfolio (Quarterly) Guide ↗

STAGE HARBOR FINANCIAL, LLC

· CIK 0001934721
13F Portfolio $148M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VSS VANGUARD INTL EQUITY INDEX F 2,844.0 $408K 0.28% NEW $143.33 +12.4%
42 MGC VANGUARD WORLD FD 1,576.0 $396K 0.27% NEW $251.17 +9.9%
43 DFAT DIMENSIONAL ETF TRUST 6,263.0 $373K 0.25% NEW $59.54 +14.0%
44 QUAL ISHARES TR 1,778.0 $353K 0.24% NEW $198.62 +8.5%
45 V VISA INC Financial Services 975.0 $342K 0.23% NEW $350.71 -5.6%
46 GOOGL ALPHABET INC Communication Services 1,045.0 $327K 0.22% NEW $313.00 +25.1%
47 IEMG ISHARES INC 4,785.0 $322K 0.22% NEW $67.22 +24.0%
48 IVOO VANGUARD ADMIRAL FDS INC 2,791.0 $312K 0.21% NEW $111.80 +13.3%
49 VWO VANGUARD INTL EQUITY INDEX F 5,695.0 $306K 0.21% NEW $53.76 +12.1%
50 VOT VANGUARD INDEX FDS 1,015.0 $283K 0.19% NEW $279.14 +5.5%
51 NFLX NETFLIX INC Communication Services 2,884.0 $270K 0.18% NEW $93.76 -5.8%
52 IUSG ISHARES TR 1,510.0 $254K 0.17% NEW $167.94 +12.2%
53 QQQ INVESCO QQQ TR Financial Services 410.0 $252K 0.17% NEW $614.31 +18.2%
54 BA BOEING CO Industrials 1,159.0 $252K 0.17% NEW $217.12 +4.0%
55 IVW ISHARES TR 2,040.0 $251K 0.17% NEW $123.28 +11.8%
56 AVGO BROADCOM INC Technology 677.0 $234K 0.16% NEW $346.10 +20.5%
57 USMV ISHARES TR 2,390.0 $225K 0.15% NEW $94.16 +2.7%
58 NUMV NUSHARES ETF TR 5,755.0 $225K 0.15% NEW $39.10 +9.0%
59 ORCL ORACLE CORP Technology 1,144.0 $223K 0.15% NEW $194.91 -2.3%
60 SCHF SCHWAB STRATEGIC TR 8,593.0 $207K 0.14% NEW $24.04 +15.0%
Page 3 of 3  ·  60 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 42.1%
Communication Services 22.9%
Financial Services 16.1%
Consumer Cyclical 15.3%
Industrials 3.7%