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CIK: 0000882119
Total reported value
$1.8B
$1.8B
110 檔
58.0%
In Q2 2026, Sage Financial Group Inc's U.S. equity holdings reached a combined market value of $1.8B, distributed across 110 disclosed stock positions.
In Q2 2026, Sage Financial Group Inc displayed an active expansion posture, initiating 5 new positions and adding to 55 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 | 37.50% | -0.26% | -0.46% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.36% | -0.33% | +2.31% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.11% | -0.33% | +2.73% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.80% | +0.30% | +10.06% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.32% | -0.12% | +5.00% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.22% | -0.15% | -1.08% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.90% | — | +486.01% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.49% | +0.02% | +3.76% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.09% | -0.02% | -0.29% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.05% | -0.18% | +2.11% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 2.02% | — | -1.28% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.63% | -0.03% | +5.48% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.50% | -0.09% | +0.59% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.42% | -0.15% | +1.04% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.01% | +9518.08% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.32% | -0.08% | +0.78% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | -0.05% | +310.92% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.13% | -0.04% | -0.58% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.96% | +0.01% | +5.24% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | +0.04% | -1.35% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.92% | -0.10% | -3.93% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.07% | -0.31% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.03% | +298.24% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.30% | +29.66% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.64% | -0.03% | +1.72% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | -0.06% | -0.97% | |
| 27 | IGF | Ishares Global Infrastructur | ETF-Other | 0.47% | — | +7.48% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.43% | — | +3.70% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.39% | -0.03% | +0.10% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | +0.12% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.03% | +14.48% | |
| 32 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.26% | — | +2.16% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | — | -0.06% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.22% | — | +5.56% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.21% | -0.01% | -2.13% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.21% | -0.01% | +3.52% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | — | +695.16% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.01% | +1.09% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.17% | — | +0.76% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | +0.04% | +28.40% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | — | — | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.16% | — | -1.12% | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.14% | -0.02% | +2.62% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.13% | — | +1.12% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.12% | +0.02% | -0.31% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.11% | — | +0.00% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.10% | -0.01% | -0.52% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.10% | — | +316.75% | |
| 49 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.10% | -0.01% | +6.48% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.10% | — | +0.03% |
According to official SEC Form 13F filings, Sage Financial Group Inc reported a total U.S. public equity portfolio value of $1.8B across 110 disclosed positions in Q2 2026.
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, IJR) accounted for 58.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
GSUS
市值: $224.8K
Top Position Liquidated / Trimmed
IAT
前期市值: $551.4K
During Q2 2026, Sage Financial Group Inc's top holdings by market value included SCHX (37.5%)、IJH (6.4%)、IJR (5.1%). The largest single position, SCHX, represented 37.5% of total portfolio value.
In Q2 2026, Sage Financial Group Inc made 91 total portfolio adjustments, initiating 5 new buys, adding to 55 positions, trimming 29 holdings, and fully liquidating 2 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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