StockDriftsStockDriftsTop 50 Stage Harbor Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFLV | DIMENSIONAL ETF TRUST | 16.08% | 704.0K | $27.8M | +5.51%(+36.79K) | $29.23(+43.40%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 14.16% | 284.6K | $24.5M | +2.52%(+6.99K) | $53.85(+65.39%) | 2026-06-30 | |
| MUB | ISHARES TR | 9.22% | 148.3K | $16.0M | -1.63%(-2.45K) | $105.48(+0.46%) | 2026-06-30 | |
| NBSM | NEUBERGER BERMAN ETF TRUST | 4.22% | 254.6K | $7.3M | +7.27%(+17.25K) | $25.37(+15.36%) | 2026-06-30 | |
| EFV | ISHARES TR | 4.1% | 92.6K | $7.1M | -0.03%(-31) | $51.00(+60.47%) | 2026-06-30 | |
| ACWX | ISHARES TR | 3.88% | 88.1K | $6.7M | +0.10%(+91) | $49.53(+56.47%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.82% | 53.3K | $6.6M | +2.56%(+1.33K) | $77.87(+60.90%) | 2026-06-30 | |
| EVTR | MORGAN STANLEY ETF TRUST | 3.65% | 124.5K | $6.3M | +23.97%(+24.07K) | $50.95(-1.62%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.6% | 20.6K | $6.2M | -0.04%(-8) | $205.49(+49.10%) | 2026-06-30 | |
| DXUV | DIMENSIONAL ETF TRUST | 3.54% | 92.1K | $6.1M | +21.09%(+16.04K) | $56.01(+25.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +35.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.42% |
Stage Harbor Financial LLC reports $173.09M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are DFLV (16.1%), VUG (14.2%) and MUB (9.2%). The top 20 holdings account for 86.17% of reported assets. Its disclosed equity book has returned +35.57% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stage Harbor Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934721). View Stage Harbor Financial LLC’s 13F filings on SEC