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 $150.8M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFLV ($23.8M, 15.80%), VUG ($20.2M, 13.40%), MUB ($16.0M, 10.61%), EFV ($6.9M, 4.57%), ACWX ($6.0M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFLV | DIMENSIONAL ETF TRUST | $23.8M | 15.80% | 667,183 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $20.2M | 13.40% | 46,260 | Added |
| 3 | MUB | ISHARES TR | $16.0M | 10.61% | 150,771 | Added |
| 4 | EFV | ISHARES TR | $6.9M | 4.57% | 92,637 | Trimmed |
| 5 | ACWX | ISHARES TR | $6.0M | 4.00% | 88,049 | Trimmed |
| 6 | NBSM | NEUBERGER BERMAN ETF TRUST | $6.0M | 3.97% | 237,380 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $5.7M | 3.80% | 114,862 | Trimmed |
| 8 | IWF | ISHARES TR | $5.5M | 3.67% | 12,987 | Added |
| 9 | VB | VANGUARD INDEX FDS | $5.4M | 3.58% | 20,587 | Trimmed |
| 10 | EVTR | MORGAN STANLEY ETF TRUST | $5.1M | 3.38% | 100,407 | Added |
| 11 | IVV | ISHARES TR | $5.1M | 3.36% | 7,755 | Trimmed |
| 12 | FNDX | SCHWAB STRATEGIC TR | $5.0M | 3.32% | 179,561 | Trimmed |
| 13 | DXUV | DIMENSIONAL ETF TRUST | $4.5M | 2.99% | 76,042 | Added |
| 14 | VOE | VANGUARD INDEX FDS | $3.8M | 2.49% | 20,400 | Trimmed |
| 15 | VTV | VANGUARD INDEX FDS | $3.2M | 2.11% | 16,214 | Added |
| 16 | IWD | ISHARES TR | $2.7M | 1.82% | 12,840 | Trimmed |
| 17 | FNDF | SCHWAB STRATEGIC TR | $2.2M | 1.44% | 44,408 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $2.0M | 1.34% | 27,528 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.3M | 0.86% | 2,179 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $1.1M | 0.76% | 3,576 | Hold |
| 21 | DFIV | DIMENSIONAL ETF TRUST | $1.0M | 0.69% | 19,773 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $976,466 | 0.65% | 5,599 | Trimmed |
| 23 | IWM | ISHARES TR | $964,558 | 0.64% | 3,889 | Hold |
| 24 | EFG | ISHARES TR | $970,000 | 0.64% | 8,710 | Added |
| 25 | IWP | ISHARES TR | $937,139 | 0.62% | 7,315 | Added |
Source: SEC Form 13F filings · as of 2026-03-31