Stage Harbor Financial, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$150.8M
Holdings
63
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
15.8%
02
$VUG
VANGUARD INDEX FDS
Q4 2025: New position (1.5k shares)
13.4%
03
$MUB
ISHARES TR
Q4 2025: New position (254 shares)
10.6%
04
$EFV
ISHARES TR
Q1 2026: Increased +66.5% (459 → 764 shares)
4.6%
05
$ACWX
ISHARES TR
Held since at least Q1 2024
4.0%
06
$NBSM
NEUBERGER BERMAN ETF TRUST
Held since at least Q1 2024
4.0%
07
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Sold 50.7% (1.0k → 497 shares)
3.8%
08
$IWF
ISHARES TR
Q4 2025: New position (154 shares)
3.7%
09
$VB
VANGUARD INDEX FDS
Q1 2026: Increased +10.9% (57.4k → 63.6k shares)
3.6%
10
$EVTR
MORGAN STANLEY ETF TRUST
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:28 UTC.