STAGE HARBOR FINANCIAL, LLC — 13F holdings

STAGE HARBOR FINANCIAL, LLC reported 64 holdings worth $173M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. DFLV DIMENSIONAL ETF TRUST — $27.8M (16.1%)
  2. VUG VANGUARD INDEX FDS — $24.5M (14.2%)
  3. MUB ISHARES TR — $16.0M (9.2%)
  4. NBSM NEUBERGER BERMAN ETF TRUST — $7.31M (4.2%)
  5. EFV ISHARES TR — $7.09M (4.1%)
  6. ACWX ISHARES TR — $6.71M (3.9%)
  7. IWF ISHARES TR — $6.62M (3.8%)
  8. EVTR MORGAN STANLEY ETF TRUST — $6.31M (3.6%)
  9. VB VANGUARD INDEX FDS — $6.24M (3.6%)
  10. DIMENSIONAL ETF TRUST — $6.12M (3.5%)