Institutional Fund
Stage Harbor Financial, LLC
Westwood, MACIK 19347215 filings on record
Portfolio Value
$150.81M
Q1 2026
Holdings
61
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.7%
from $148.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust15.8%
- Vanguard Index Fds13.4%
- Ishares Tr10.6%
- Ishares Tr4.6%
- Ishares Tr4.0%
- Neuberger Berman ETF Trust4.0%
- Other47.7%
Portfolio Holdings
61 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 667.2K | $23.83M | 15.8% | +34.5K | Added |
| 2 | Vanguard Index Fds | 46.3K | $20.21M | 13.4% | +1.7K | Added |
| 3 | Ishares Tr | 150.8K | $16.00M | 10.6% | +11 | Added |
| 4 | Ishares Tr | 92.6K | $6.89M | 4.6% | −157 | Reduced |
| 5 | Ishares Tr | 88.0K | $6.03M | 4.0% | −79 | Reduced |
| 6 | Neuberger Berman ETF Trust | 237.4K | $5.98M | 4.0% | +15.1K | Added |
| 7 | Vanguard Mun Bd Fds | 114.9K | $5.73M | 3.8% | −592 | Reduced |
| 8 | Ishares Tr | 13.0K | $5.54M | 3.7% | +38 | Added |
| 9 | Vanguard Index Fds | 20.6K | $5.39M | 3.6% | −584 | Reduced |
| 10 | Morgan Stanley ETF Trust | 100.4K | $5.10M | 3.4% | +30.1K | Added |
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