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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 3 of 4  ·  64 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 $439K 0.25% $154.29 +4.1%
42 DFAT DIMENSIONAL ETF TRUST 6,263.0 $438K 0.25% $69.90 +1.8%
43 MGC VANGUARD WORLD FD 1,576.0 $431K 0.25% $273.63 +3.1%
44 TSLA TESLA INC Consumer Cyclical 1,004.0 $422K 0.24% -36.0 -3.5% $420.60 -17.1%
45 IEMG ISHARES INC 4,915.0 $407K 0.23% -542.0 -9.9% $82.84 -1.2%
46 DFAE DIMENSIONAL ETF TRUST 10,097.0 $406K 0.23% +4K +63.6% $40.21 -1.0%
47 GOOGL ALPHABET INC Communication Services 1,121.0 $401K 0.23% $357.37 -3.0%
48 META META PLATFORMS INC Communication Services 707.0 $398K 0.23% -10.0 -1.4% $563.29 +2.6%
49 QUAL ISHARES TR 1,778.0 $390K 0.23% $219.43 +1.9%
50 V VISA INC Financial Services 1,076.0 $369K 0.21% +163.0 +17.9% $343.09 +11.2%
51 VWO VANGUARD INTL EQUITY INDEX F 5,695.0 $340K 0.20% $59.69 +1.8%
52 IVOO VANGUARD ADMIRAL FDS INC 2,490.0 $325K 0.19% -301.0 -10.8% $130.40 -1.7%
53 VOT VANGUARD INDEX FDS 1,015.0 $311K 0.18% $306.30 -1.1%
54 QQQ INVESCO QQQ TR Financial Services 410.0 $302K 0.17% $736.40 -2.7%
55 VGT VANGUARD WORLD FD 2,400.0 $287K 0.17% +2K +700.0% $119.52 +0.5%
56 IVW ISHARES TR 2,040.0 $281K 0.16% $137.55 +1.8%
57 BA BOEING CO Industrials 1,251.0 $271K 0.16% $216.47 -3.1%
58 NUMV NUSHARES ETF TR 5,755.0 $250K 0.14% $43.49 +3.6%
59 GEV GE VERNOVA INC Utilities 204.0 $240K 0.14% NEW $1174.86 -22.4%
60 SCHF SCHWAB STRATEGIC TR 8,593.0 $238K 0.14% $27.70 +2.2%
Page 3 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%