Stage Harbor Financial, LLC ETF holdings
Westwood, MA
Reported $167.1M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$167.1M
ETFs held
50
Change from prior quarter
+14.5%
With price moves
ETFs as a share of its 13F
96.5%
of $173.1M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFLV | Dimensional US Large Cap Value ETF | $27.8M | 703,973 | +36,790 shares |
| VUG | Vanguard Morningstar Growth ETF | $24.5M | 284,550 | +238,290 shares |
| MUB | iShares National Muni Bond ETF | $16.0M | 148,320 | −2,451 shares |
| NBSM | Neuberger Small-Mid Cap ETF | $7.3M | 254,627 | +17,247 shares |
| EFV | iShares MSCI EAFE Value ETF | $7.1M | 92,606 | −31 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $6.7M | 88,140 | +91 shares |
| IWF | iShares Russell 1000 Growth ETF | $6.6M | 53,280 | +40,293 shares |
| EVTR | Eaton Vance Total Return Bond ETF | $6.3M | 124,474 | +24,067 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $6.2M | 20,579 | −8 shares |
| DXUV | Dimensional US Vector Equity ETF | $6.1M | 92,079 | +16,037 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001934721. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stage Harbor Financial, LLC own?
Stage Harbor Financial, LLC reported 50 ETF positions worth $167.1M in its Form 13F for June 30, 2026. The largest was DFLV, at $27.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.