13F Filings History of STAGE HARBOR FINANCIAL, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$148,355,841
Signature - Title
Rosemarie Ranzie - Chief Compliance Officer
Location
Westwood, MA
Summary
This page shows a list of all the recent 13F filings made by STAGE HARBOR FINANCIAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STAGE HARBOR FINANCIAL, LLC reported 60 stock holdings with total value $148,355,841 as of Q4 2025. Top holdings included VUG, DFLV, MUB, EFV, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $148,355,841 +$11,120,715 -$2,051,920 +$9,068,795 VUG, DFLV, MUB, EFV, IWF 13F-HR 17 Feb 2026, 09:59
Q3 2025 57 $136,689,753 +$7,393,768 -$1,454,270 +$5,939,498 VUG, DFLV, MUB, EFV, IWF 13F-HR 03 Nov 2025, 09:02
Q2 2025 55 $123,101,022 +$7,745,263 -$10,860,307 -$3,115,044 VUG, DFLV, MUB, EFV, IWF 13F-HR 13 Aug 2025, 17:31
Q1 2025 59 $118,108,580 +$8,261,282 -$2,249,013 +$6,012,269 MUB, DFLV, VUG, IWF, EFV 13F-HR 29 Apr 2025, 12:41
Q4 2024 58 $114,929,618 +$6,850,349 -$1,364,769 +$5,485,580 MUB, VUG, DFLV, IWF, VTEB 13F-HR 12 Feb 2025, 11:59
Q3 2024 49 $105,456,577 +$8,206,551 -$7,138,252 +$1,068,299 MUB, VUG, DFLV, IWF, VTEB 13F-HR 16 Oct 2024, 08:08
Q2 2024 41 $103,513,441 +$3,500,711 -$9,981,661 -$6,480,950 MUB, VUG, DFLV, IWF, VTEB 13F-HR 15 Jul 2024, 08:18
Q1 2024 44 $109,964,356 +$3,868,065 -$2,877,094 +$990,971 MUB, VUG, DFLV, IWF, VTEB 13F-HR 14 May 2024, 17:22
Q4 2023 40 $103,798,097 $0 $0 $0 MUB, VUG, DFLV, VTEB, IWF 13F-HR 13 Feb 2024, 11:09