Stage Harbor Financial, LLC - Q12026 Holdings

Stage Harbor Financial, LLC holds 61 stocks with a total portfolio value of $ 150.81M as of Q12026. In Q12026, Stage Harbor Financial, LLC added 4 new positions, increased stakes in 20 stocks, reduced 17 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFLV), representing 15.80% of the total portfolio.