13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000882119
Total reported value
$1.8B
$1.8B
102 檔
45.2%
According to the latest 13F quarterly dataset, Sage Financial Group Inc managed an equity portfolio of $1.8B at the end of Q1 2025, spanning 102 distinct U.S. exchange-listed positions.
In Q1 2025, Sage Financial Group Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 45.20% | -1.05% | +1.93% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.23% | -0.03% | +3.24% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.95% | -0.29% | +3.43% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.82% | +0.21% | +10.98% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.68% | -0.07% | +0.96% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.97% | -0.05% | +14.58% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | -0.08% | +0.12% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.50% | -0.06% | +125.70% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 2.33% | -0.07% | +0.40% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.05% | +0.07% | +16.41% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.68% | -0.03% | -1.25% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.42% | -0.04% | +20.23% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.38% | -0.12% | -0.49% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.29% | +0.09% | +2.54% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.29% | +0.05% | +2.80% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.21% | -0.12% | +9.42% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.01% | -0.02% | -2.53% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.99% | -0.06% | +0.40% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | -0.01% | -0.27% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | -0.02% | +3.20% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.68% | +0.02% | +0.58% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.04% | +4.87% | |
| 23 | IGF | Ishares Global Infrastructur | ETF-Other | 0.51% | -0.05% | -5.63% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.48% | -0.02% | -1.36% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.42% | — | -0.94% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | -0.02% | +7.35% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | — | -3.37% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | -0.01% | -13.56% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | -0.01% | -0.29% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.03% | +9.70% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | +0.60% | |
| 32 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.27% | — | +2.28% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.26% | -0.02% | -0.52% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.25% | -0.03% | -25.06% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.19% | -0.02% | -18.21% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | -0.01% | -2.06% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | -0.01% | — | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.18% | +0.01% | +5.60% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.17% | +0.01% | +1.31% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.15% | -0.03% | -48.98% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.15% | — | -1.99% | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | +1.13% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.13% | -0.01% | +1.26% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.13% | -0.01% | -24.23% | |
| 45 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.12% | — | -9.79% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | — | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.11% | — | -0.43% | |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +2.79% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-Other | 0.08% | -0.01% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.01% | +92.72% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 102 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, VTV) accounted for 45.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $559.6M
During Q1 2025, Sage Financial Group Inc's top holdings by market value included SCHX (45.2%)、IJH (6.2%)、VTV (5.0%). The largest single position, SCHX, represented 45.2% of total portfolio value.
In Q1 2025, Sage Financial Group Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.