STAGE HARBOR FINANCIAL, LLC
STAGE HARBOR FINANCIAL, LLC reported 64 positions worth $173.1M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFLV (16.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFLV | SH | $27.8M | 16.08% | 703,973 | — | — | |
| ▸ 2 | VUG | SH | $24.5M | 14.16% | 284,550 | — | — | |
| ▸ 3 | MUB | SH | $16.0M | 9.22% | 148,320 | — | — | |
| ▸ 4 | NBSM | SH | $7.3M | 4.22% | 254,627 | — | — | |
| ▸ 5 | EFV | SH | $7.1M | 4.10% | 92,606 | — | — | |
| ▸ 6 | ACWX | SH | $6.7M | 3.88% | 88,140 | — | — | |
| ▸ 7 | IWF | SH | $6.6M | 3.82% | 53,280 | — | — | |
| ▸ 8 | EVTR | SH | $6.3M | 3.65% | 124,474 | — | — | |
| ▸ 9 | VB | SH | $6.2M | 3.60% | 20,579 | — | — | |
| ▸ 10 | DXUV | SH | $6.1M | 3.54% | 92,079 | — | — |
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Frequently Asked Questions
What stocks does STAGE HARBOR FINANCIAL, LLC hold as of Q2 2026?
STAGE HARBOR FINANCIAL, LLC reported 64 positions worth $173.1M in its Q2 2026 13F filing. Largest positions: DFLV (16.1%), VUG (14.2%), MUB (9.2%), NBSM (4.2%) and EFV (4.1%).
What did STAGE HARBOR FINANCIAL, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STAGE HARBOR FINANCIAL, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.