Institutions / Stage Harbor Financial, LLC
Stage Harbor Financial, LLC
CIK 1934721 · Institution · as of Jun 30, 2026
Portfolio value
$173.09M
Positions
64
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$173.09M+16.7%Positions
64+6.7%Top holdings
Jun 30, 2026View all 64 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $27.84M | 16.1% |
| Vanguard Index Fds | $24.51M | 14.2% |
| iShares Tr | $15.96M | 9.2% |
| Neuberger Berman ETF Trust | $7.31M | 4.2% |
| iShares Tr | $7.09M | 4.1% |
| iShares Tr | $6.71M | 3.9% |
| iShares Tr | $6.62M | 3.8% |
| Morgan Stanley ETF Trust | $6.31M | 3.6% |
| Vanguard Index Fds | $6.24M | 3.6% |
| Dimensional ETF Trust | $6.12M | 3.5% |
| Vanguard Mun Bd Fds | $5.71M | 3.3% |
| Schwab Strategic Tr | $5.56M | 3.2% |
| iShares Tr | $5.38M | 3.1% |
| Vanguard Index Fds | $4.02M | 2.3% |
| Vanguard Index Fds | $3.56M | 2.1% |
| iShares Tr | $3.11M | 1.8% |
| Schwab Strategic Tr | $2.15M | 1.2% |
| Vanguard Bd Index Fds | $1.99M | 1.2% |
| iShares Tr | $1.50M | 0.9% |
| Vanguard Index Fds | $1.47M | 0.8% |
| Dimensional ETF Trust | $1.40M | 0.8% |
| Vanguard Index Fds | $1.32M | 0.8% |
| iShares Tr | $1.28M | 0.7% |
| iShares Tr | $1.17M | 0.7% |
| NVIDIA Corp | $1.05M | 0.6% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $20.67M | +240K +538.86% | 284,550 14.16% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $5.01M | +40K +311.46% | 53,280 3.82% of portfolio | medium |
| Q2 2026 as of | Add | 25434V666 Common stock | $2.82M | +71K +11.28% | 703,973 16.08% of portfolio | low |
| Q2 2026 as of | Add | 61774R841 Common stock | $2.75M | +54K +77.02% | 124,474 3.65% of portfolio | low |
| Q2 2026 as of | Add | 25434V559 Common stock | $1.88M | +28K +44.15% | 92,079 3.54% of portfolio | low |
| Q2 2026 as of | Trim | 464287598 Common stock | $-1.80M | -7K -36.59% | 12,840 1.80% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $945.1K | +1K +179.63% | 2,142 0.85% of portfolio | low |
| Q2 2026 as of | Add | 64135A804 Common stock | $928.9K | +32K +14.56% | 254,627 4.22% of portfolio | low |
| Q2 2026 as of | New | 72201R874 Common stock | $800.4K | +16K | 15,850 0.46% of portfolio | low |
| Q2 2026 as of | Add | 464287481 Common stock | $727.3K | +5K +131.05% | 8,759 0.74% of portfolio | low |