STAGE HARBOR FINANCIAL, LLC
All 13F Filings
- Location
- Westwood, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 148,356
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 60 | 148,356 | 13F-HR | STAGE HARBOR FINANCIAL, LLC |
| Q3 2025 | 11/3/2025 | 57 | 136,690 | 13F-HR | STAGE HARBOR FINANCIAL, LLC |
| Q2 2025 | 8/14/2025 | 55 | 123,101 | 13F-HR | STAGE HARBOR FINANCIAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.96 K | 49.2% | 9.827 K | 0 | 9.827 K |
| ETFs | 75.4 K | 50.8% | 1.836 K | 0 | 1.836 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
148,356
Holdings
60
QoQ value change ($000)
11,666
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.