SEC 13F Intelligence

Managers / Q1 2026

STAGE HARBOR FINANCIAL, LLC

CIK 0001934721 · 100 LOWDER BROOK DRIVE, SUITE 2500, WESTWOOD, MA, 02090 · (781) 934-3130

Reported Value
$151M
Q1 2026
Positions
61
Filings on Record
10
2019–present window
Filed
May 4, 2026
original filing

Summary

Stage Harbor Financial, LLC reported $151M in U.S.-listed holdings across 61 positions for Q1 2026.

Its largest position, Dimensional Etf, represents 15.8% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 3.

Portfolio Metrics

Turnover
+4.3%
vs prior filed quarter
Top-10 Concentration
+66.8%
share of reported value
Largest Position
+15.8%
Dimensional Etf
New / Exited
4 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $104MQ4 ’23Q1 ’24: $110MQ2 ’24: $104MQ2 ’24Q3 ’24: $110MQ4 ’24: $115MQ4 ’24Q1 ’25: $118MQ2 ’25: $123MQ2 ’25Q3 ’25: $137MQ4 ’25: $148MQ4 ’25Q1 ’26: $151Mfilingsflow.com

Portfolio Composition

By security type
ETP: 96.7%Common Stock: 3.3%
  • ETP · 96.7% · $146M
  • Common Stock · 3.3% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+4.8K4.8K+$337,496$337,496
VANGUARD WORLD FDNEW+300300+$209,316$209,316
DIMENSIONAL ETF TRUSTNEW+6.2K6.2K+$208,913$208,913
EXMOCEXXON MOBIL CORPNEW+1.2K1.2K+$202,235$202,235
VANGUARD INDEX FDSADDED+1.4K2.2K+$821,686$1M
ISHARES TRSOLD OUT1.5K0$253,589$0
AVGOBROADCOM INCSOLD OUT6770$234,310$0
ORCLORACLE CORPSOLD OUT1.1K0$222,977$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

24 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRNATIONAL MUN ETF · EAFE VALUE ETF · MSCI ACWI EX US · RUS 1000 GRW ETF · CORE S&P500 ETF · RUS 1000 VAL ETF · EAFE GRWTH ETF · RUSSELL 2000 ETF · RUS MD CP GR ETF · MSCI EAFE ETF · MSCI USA MMENTM · S&P 500 VAL ETF · MSCI USA QLT FCT · CORE DIV GRWTH31.74%$48M405.7K
2VUGVANGUARD INDEX FDSGROWTH ETF · SMALL CP ETF · MCAP VL IDXVIP · VALUE ETF · S&P 500 ETF SHS · TOTAL STK MKT · SM CP VAL ETF23.68%$36M112.5K
3DFIVDIMENSIONAL ETF TRUSTUS LARGE CAP VAL · DIMENSIONAL US · INTERNATNAL VAL · US CORE EQUITY 2 · US TARGETED VLU20.22%$30M787.8K
4SCHWAB STRATEGIC TRFUNDAMENTAL US L · FUNDAMENTAL INTL4.76%$7M224.0K
5NEUBERGER BERMAN ETF TRUSTSMALL MID CAP ET3.97%$6M237.4K
6VANGUARD MUN BD FDSTAX EXEMPT BD3.80%$6M114.9K
7MORGAN STANLEY ETF TRUSTEATON VANCE TOTA3.38%$5M100.4K
8VANGUARD BD INDEX FDSTOTAL BND MRKT1.34%$2M27.5K
9NVDANVIDIA CORPORATIONCOM0.65%$976,4665.6K
10GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.52%$785,9192.7K
11VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF · FTSE EMR MKT ETF0.48%$722,4428.5K
12VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.40%$597,7389.3K
13INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF0.37%$563,02911.8K
14PIMCO ETF TRMULTISECTOR BD0.37%$553,45821.1K
15AMZNAMAZON COM INCCOM0.32%$477,1472.3K
16MSFTMICROSOFT CORPCOM0.31%$471,9671.3K
17STATE STR SPDR S&P 500 ETF TTR UNIT0.31%$468,895721
18METAMETA PLATFORMS INCCL A0.27%$410,217717
19AAPLAPPLE INCCOM0.26%$391,5981.5K
20TSLATESLA INCCOM0.26%$386,6201.0K
21ISHARES INCCORE MSCI EMKT0.25%$380,6265.5K
22VANGUARD WORLD FDMEGA CAP INDEX0.25%$372,4881.6K
23NFLXNETFLIX INC.COM0.22%$329,6983.4K
24VANGUARD ADMIRAL FDS INCMIDCP 400 IDX0.21%$319,0672.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$151M61May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$148M60Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$137M57Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$123M55Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$118M59Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$115M58Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$110M49Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$104M41Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$110M44May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$104M40Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.