Stage Harbor Financial, LLC Portfolio Holdings
Stage Harbor Financial, LLC
- $123 Billion
- Q2 2025
Stage Harbor Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $18.9B, Dimensional ETF Trust with a value of $18.1B, Ishares National Muni Bond ETF with a value of $16.1B, Msci Eafe Value ETF with a value of $6.02B, and Ishares Russell 1000 Gr ETF with a value of $5.56B.
Examining the 13F form we can see an increase of $4.99B in the current position value, from $118B to 123B.
Stage Harbor Financial, LLC is based out at Needham, MA
Below you can find more details about Stage Harbor Financial, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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