STAGE HARBOR FINANCIAL, LLC: 13F holdings
CIK 19347212026Q2
| Positions | 64 |
|---|
| Reported value | $173.1m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 64 (+3 vs prior quarter) |
|---|
| Reported value | $173.1m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WSBC DIMENSIONAL ETF TRUST | 703,973 | $27.8m | 16.1% |
| VUG VANGUARD INDEX FDS | 284,550 | $24.5m | 14.2% |
| MUB ISHARES TR | 148,320 | $16.0m | 9.2% |
| NBSM NEUBERGER BERMAN ETF TRUST | 254,627 | $7.3m | 4.2% |
| EFV ISHARES TR | 92,606 | $7.1m | 4.1% |
| ACWX ISHARES TR | 88,140 | $6.7m | 3.9% |
| IWF ISHARES TR | 53,280 | $6.6m | 3.8% |
| EVTR MORGAN STANLEY ETF TRUST | 124,474 | $6.3m | 3.6% |
| VB VANGUARD INDEX FDS | 20,579 | $6.2m | 3.6% |
| DIMENSIONAL ETF TRUST | 92,079 | $6.1m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1934721")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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