Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STAGE HARBOR FINANCIAL, LLC (CIK 1934721) reported $173.1M across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFLV ($27.8M, 16.08%), VUG ($24.5M, 14.16%), MUB ($16.0M, 9.22%), NBSM ($7.3M, 4.22%), EFV ($7.1M, 4.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFLV | DIMENSIONAL ETF TRUST | $27.8M | 16.08% | 703,973 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $24.5M | 14.16% | 284,550 | Added |
| 3 | MUB | ISHARES TR | $16.0M | 9.22% | 148,320 | Trimmed |
| 4 | NBSM | NEUBERGER BERMAN ETF TRUST | $7.3M | 4.22% | 254,627 | Added |
| 5 | EFV | ISHARES TR | $7.1M | 4.10% | 92,606 | Trimmed |
| 6 | ACWX | ISHARES TR | $6.7M | 3.88% | 88,140 | Added |
| 7 | IWF | ISHARES TR | $6.6M | 3.82% | 53,280 | Added |
| 8 | EVTR | MORGAN STANLEY ETF TRUST | $6.3M | 3.65% | 124,474 | Added |
| 9 | VB | VANGUARD INDEX FDS | $6.2M | 3.60% | 20,579 | Trimmed |
| 10 | DXUV | DIMENSIONAL ETF TRUST | $6.1M | 3.54% | 92,079 | Added |
| 11 | VTEB | VANGUARD MUN BD FDS | $5.7M | 3.30% | 112,971 | Trimmed |
| 12 | FNDX | SCHWAB STRATEGIC TR | $5.6M | 3.21% | 178,629 | Trimmed |
| 13 | IVV | ISHARES TR | $5.4M | 3.11% | 7,188 | Trimmed |
| 14 | VOE | VANGUARD INDEX FDS | $4.0M | 2.32% | 20,323 | Trimmed |
| 15 | VTV | VANGUARD INDEX FDS | $3.6M | 2.05% | 16,322 | Added |
| 16 | IWD | ISHARES TR | $3.1M | 1.80% | 12,840 | Hold |
| 17 | FNDF | SCHWAB STRATEGIC TR | $2.1M | 1.24% | 40,732 | Trimmed |
| 18 | BND | VANGUARD BD INDEX FDS | $2.0M | 1.15% | 27,165 | Trimmed |
| 19 | EFG | ISHARES TR | $1.5M | 0.87% | 12,077 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $1.5M | 0.85% | 2,142 | Trimmed |
| 21 | DFIV | DIMENSIONAL ETF TRUST | $1.4M | 0.81% | 25,914 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $1.3M | 0.76% | 3,576 | Hold |
| 23 | IWP | ISHARES TR | $1.3M | 0.74% | 8,759 | Added |
| 24 | IWM | ISHARES TR | $1.2M | 0.68% | 3,889 | Hold |
| 25 | NVDA | NVIDIA CORPORATION | $1.0M | 0.60% | 5,230 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30