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Stage Harbor Financial

Latest statistics and disclosures from Stage Harbor Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001934721

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Positions held by Stage Harbor Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stage Harbor Financial

Stage Harbor Financial holds 41 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr National Mun Etf (MUB)	18.1	$19M	176k	106.55	View chart
Vanguard Index Fds Growth Etf (VUG)	13.7	$14M	38k	374.01	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	9.9	$10M	354k	28.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.6	$6.8M	19k	364.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.5	$5.7M	113k	50.11	View chart
Ishares Tr Eafe Value Etf (EFV)	4.6	$4.7M	90k	53.04	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	4.5	$4.7M	89k	53.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.5	$4.6M	21k	218.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$4.4M	8.9k	500.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.9	$4.1M	61k	66.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.7	$3.8M	22k	174.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.0	$3.1M	21k	150.43	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$2.9M	18k	160.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$2.2M	31k	72.05	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.4	$1.4M	41k	35.03	View chart
Microsoft Corporation (MSFT)	1.1	$1.1M	2.5k	446.95	View chart
NVIDIA Corporation (NVDA)	1.0	$1.0M	8.3k	123.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$833k	7.8k	106.66	View chart
Amazon (AMZN)	0.6	$669k	3.5k	193.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$661k	3.3k	202.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$654k	11k	58.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$620k	24k	25.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$545k	995.00	547.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$518k	2.8k	183.42	View chart
Apple (AAPL)	0.5	$518k	2.5k	210.62	View chart
Meta Platforms Cl A (META)	0.5	$492k	976.00	504.22	View chart
Visa Com Cl A (V)	0.4	$463k	1.8k	262.47	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$450k	12k	37.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$416k	764.00	544.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$356k	2.0k	182.15	View chart
Thermo Fisher Scientific (TMO)	0.3	$302k	546.00	553.00	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.3	$267k	8.1k	33.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$258k	2.3k	110.35	View chart
Mastercard Incorporated Cl A (MA)	0.2	$257k	582.00	441.16	View chart
Intuit (INTU)	0.2	$253k	385.00	657.21	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$245k	4.6k	53.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$227k	2.2k	102.30	View chart
Netflix (NFLX)	0.2	$223k	330.00	674.88	View chart
Tesla Motors (TSLA)	0.2	$214k	1.1k	197.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$209k	781.00	267.61	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$21k	10k	2.05	View chart

Past Filings by Stage Harbor Financial

SEC 13F filings are viewable for Stage Harbor Financial going back to 2024

Stage Harbor Financial 2024 Q2 filed July 15, 2024

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