Stage Harbor Financial, LLC - Q42025 Holdings

Stage Harbor Financial, LLC holds 60 stocks with a total portfolio value of $ 148.36M as of Q42025. In Q42025, Stage Harbor Financial, LLC added 3 new positions, increased stakes in 17 stocks, reduced 26 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VUG), representing 14.65% of the total portfolio.