STAGE HARBOR FINANCIAL, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001934721 · WESTWOOD, MA

As of Sep 30, 2025, STAGE HARBOR FINANCIAL, LLC reported 57 positions worth 36.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD GROWTH INDEX FUND	VUG	—	43,711	$21.0M	15.34%
DIMENSIONAL ETF TRUST	DFLV	—	605,796	9.9M	14.58%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	152,031	6.2M	11.84%
ISHARES MSCI EAFE VALUE ETF	EFV	—	94,717	$6.4M	4.70%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	12,880	$6.0M	4.41%
VANGUARD TAX-EXEMPT BOND INDEX FUND	VTEB	—	115,454	$5.8M	4.23%
ISHARES MSCI ACWI EX US ETF	ACWX	—	88,180	$5.7M	4.19%
ISHARES CORE S&P 500 ETF	IVV	—	8,007	$5.4M	3.92%
VANGUARD SMALL-CAP INDEX FUND	VB	—	19,616	$5.0M	3.65%
SCHWAB FUNDAMENTAL US LARGE COMPANY ETF	FNDX	—	180,099	$4.7M	3.47%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	20,065	$4.1M	2.99%
VANGUARD MID-CAP VALUE INDEX FUND	VOE	—	20,538	$3.6M	2.62%
VANGUARD VALUE INDEX FUND	VTV	—	17,148	$3.2M	2.34%
DFA U.S. Vector Equity ETF	—	—	52,379	$3.1M	2.24%
MORGAN STANLEY ETF TRUST	—	—	49,165	$2.5M	1.85%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	29,811	$2.2M	1.62%
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	FNDF	—	40,424	.7M	1.27%
NVIDIA CORP	NVDA	Technology	6,498	.2M	0.89%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	3,416	.1M	0.82%
MICROSOFT CORP	MSFT	Technology	1,848	$957.2K	0.70%
ISHARES RUSSELL 2000 ETF	IWM	—	3,878	$938.4K	0.69%
VANGUARD 500 INDEX FUND	VOO	—	1,420	$869.7K	0.64%
ISHARES MSCI USA MOMENTUM FACTOR ETF	MTUM	—	3,374	$865.3K	0.63%
ISHARES MSCI EAFE ETF	EFA	—	8,867	$827.9K	0.61%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	3,702	$772.6K	0.57%