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CIK: 0000882119
Total reported value
$1.8B
$1.8B
107 檔
50.2%
During the Q1 2026 filing period, Sage Financial Group Inc (CIK: 0000882119) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 107 reported positions.
In Q1 2026, Sage Financial Group Inc displayed an active expansion posture, initiating 2 new positions and adding to 49 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 | 38.55% | -1.05% | -3.05% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.39% | -0.03% | +2.99% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.90% | +0.21% | +2.31% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.62% | +0.18% | +113.87% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.51% | -0.29% | +0.12% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.38% | -0.06% | +54.05% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.97% | -0.07% | -3.19% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.54% | -0.05% | +9.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | -0.08% | -0.11% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 2.09% | -0.07% | -2.80% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.98% | +0.07% | +1.06% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.67% | -0.04% | +11.80% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.53% | -0.03% | -1.21% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.33% | +0.09% | +1.37% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.27% | +0.05% | -0.28% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.25% | -0.12% | +0.22% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.02% | +5.17% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.08% | -0.12% | +0.84% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.98% | -0.06% | -0.64% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.95% | -0.02% | -2.98% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | -0.02% | +1.00% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | -0.01% | +2.93% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.66% | -0.04% | +0.24% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.62% | +0.02% | +2.27% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | +0.17% | +1502.73% | |
| 26 | IGF | Ishares Global Infrastructur | ETF-Other | 0.52% | -0.05% | +1.83% | |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.44% | -0.01% | -0.84% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.41% | -0.02% | -0.30% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +17.98% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | +0.07% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.03% | -0.69% | |
| 32 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.26% | — | -1.80% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.24% | -0.02% | +1.91% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.23% | -0.02% | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.20% | -0.03% | +2.72% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.20% | +0.01% | +4.36% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | -0.30% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | -0.01% | -0.02% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | -0.01% | -0.18% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.16% | +0.01% | +14.96% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.02% | +12.72% | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | — | -1.27% | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.13% | — | +7.48% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | — | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.10% | — | -0.75% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.10% | — | -2.17% | |
| 47 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.09% | +0.01% | +1.90% | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.09% | -0.01% | -1.29% | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.09% | -0.02% | +4.23% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | -0.01% | +35.39% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 107 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, IJH, IJR) accounted for 50.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLD
市值: $435.9K
Top Position Liquidated / Trimmed
GSUS
前期市值: $205.8K
During Q1 2026, Sage Financial Group Inc's top holdings by market value included SCHX (38.5%)、IJH (6.4%)、IJR (4.9%). The largest single position, SCHX, represented 38.5% of total portfolio value.
In Q1 2026, Sage Financial Group Inc made 85 total portfolio adjustments, initiating 2 new buys, adding to 49 positions, trimming 33 holdings, and fully liquidating 1 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.
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