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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAT DIMENSIONAL ETF TRUST 6,263.0 $391K 0.26% $62.45 +8.5%
42 TSLA TESLA INC Consumer Cyclical 1,040.0 $387K 0.26% +44.0 +4.4% $371.75 +18.8%
43 IEMG ISHARES INC 5,457.0 $381K 0.25% +672.0 +14.0% $69.75 +19.5%
44 MGC VANGUARD WORLD FD 1,576.0 $372K 0.25% $236.35 +16.8%
45 QUAL ISHARES TR 1,778.0 $341K 0.23% $191.81 +12.2%
46 DGRO ISHARES TR 4,809.0 $337K 0.22% NEW $70.18 +6.4%
47 NFLX NETFLIX INC. Communication Services 3,429.0 $330K 0.22% +545.0 +18.9% $96.15 -8.2%
48 GOOGL ALPHABET INC Communication Services 1,119.0 $322K 0.21% +74.0 +7.1% $287.56 +35.9%
49 IVOO VANGUARD ADMIRAL FDS INC 2,791.0 $319K 0.21% $114.32 +10.9%
50 VWO VANGUARD INTL EQUITY INDEX F 5,695.0 $308K 0.20% $54.05 +11.5%
51 V VISA INC Financial Services 913.0 $276K 0.18% -62.0 -6.4% $302.24 +9.2%
52 VOT VANGUARD INDEX FDS 1,015.0 $261K 0.17% $257.35 +13.9%
53 BA BOEING CO Industrials 1,251.0 $249K 0.17% +92.0 +7.9% $199.03 +12.2%
54 QQQ INVESCO QQQ TR Financial Services 410.0 $237K 0.16% $577.18 +26.0%
55 IVW ISHARES TR 2,040.0 $231K 0.15% $113.13 +21.9%
56 NUMV NUSHARES ETF TR 5,755.0 $223K 0.15% $38.77 +9.9%
57 USMV ISHARES TR 2,346.0 $218K 0.14% -44.0 -1.8% $92.74 +4.0%
58 SCHF SCHWAB STRATEGIC TR 8,593.0 $213K 0.14% $24.75 +11.8%
59 VGT VANGUARD WORLD FD 300.0 $209K 0.14% NEW $697.72 -83.3%
60 DFAE DIMENSIONAL ETF TRUST 6,170.0 $209K 0.14% NEW $33.86 +19.0%
Page 3 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%