STAGE HARBOR FINANCIAL, LLC - Portfolio overview

STAGE HARBOR FINANCIAL, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFLV - DIMENSIONAL ETF TRUST, 15.74%
2. VUG - VANGUARD INDEX FDS, 13.35%
3. MUB - ISHARES TR, 10.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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