account_balance

Investment manager · 13F filer · SEC CIK 1934721

Stage Harbor Financial, LLC

Reported value$176Mas of Sep 30, 2026

Positions64 4 new, 4 sold out

Top 10 weight66.0%DFLV alone is 16%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFLVDimensional ETF Trust

16.0%

VUGVanguard Index FDS

14.7%

MUBiShares Tr

8.3%Trimmed −3%

EVTRMorgan Stanley ETF Trust

4.1%Added +22%

EFViShares Tr

4.1%

NBSMNeuberger Berman ETF Trust

4.0%Added +2%

IWFiShares Tr

3.9%Added +2%

ACWXiShares Tr

3.8%

DXUVDfa Invt Dimensions Group In

3.7%Added +6%

VBVanguard Index FDS

3.3%

IVViShares Tr

3.2%

FNDXSchwab Strategic Tr

3.1%

DFLVDimensional ETF Trust

16.0%

VUGVanguard Index FDS

14.7%

MUBiShares Tr

8.3%

EVTRMorgan Stanley ETF Trust

4.1%

EFV4.1%

NBSM4.0%

IWF3.9%

ACWX3.8%

DXUV3.7%

VB3.3%

IVV3.2%

FNDX3.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DFLV Dimensional ETF Trust 16.0% Held

VUG Vanguard Index FDS 14.7% Held

MUB iShares Tr 8.3% Trimmed −3%

EVTR Morgan Stanley ETF Trust 4.1% Added +22%

EFV iShares Tr 4.1% Held

NBSM Neuberger Berman ETF Trust 4.0% Added +2%

IWF iShares Tr 3.9% Added +2%

ACWX iShares Tr 3.8% Held

DXUV Dfa Invt Dimensions Group In 3.7% Added +6%

VB Vanguard Index FDS 3.3% Held

IVV iShares Tr 3.2% Held

FNDX Schwab Strategic Tr 3.1% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 7, 2026 filing

add_circleNew

DLN $250K
MU $233K
MNST $227K
GLDM $224K

arrow_upwardAdded

SMMU +183%
MINT +130%
MSFT +28%
AAPL +27%

arrow_downwardTrimmed

VOO −64%
GOOG −8%
SPY −7%
BND −5%

remove_circleSold out

DFAC $770K
DFAT $438K
GEV $240K
CAT $203K

Stage Harbor Financial, LLC

Where the money is

Biggest moves since Jun 30, 2026

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