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: 0001925418
Total reported value
$148.7M
$148.7M
86 檔
25.9%
As reported in its official Q4 2025 Form 13F filing, Sage Investment Advisers LLC's tracked investment portfolio stood at $148.7M with 86 total positions.
In Q4 2025, Sage Investment Advisers LLC displayed an active expansion posture, initiating 22 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.79% | +1.01% | +46.88% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 4.74% | -0.55% | -15.48% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.27% | +0.08% | -18.82% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.07% | +0.10% | +5.82% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | +0.02% | -12.64% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.98% | +0.04% | +24.63% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.81% | -0.64% | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.79% | +0.61% | +19.14% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.75% | -0.21% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.74% | -0.97% | +3.20% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.71% | +0.38% | +28.71% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.69% | -0.59% | +2.44% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.59% | -0.05% | -13.91% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.05% | +16.06% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.09% | -0.16% | +420.22% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.01% | +0.14% | +3.50% | |
| 17 | MLM | Martin Marietta Materials | Stock-Materials | 1.91% | -0.23% | +3.42% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.04% | -10.87% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.83% | +0.03% | +20.66% | |
| 20 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.73% | -0.13% | -24.64% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.69% | -0.33% | — | |
| 22 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.50% | +0.05% | +0.96% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.15% | +14.48% | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 1.31% | -0.11% | +13.25% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.24% | +0.24% | — | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 1.16% | -0.14% | -0.84% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.05% | -5.38% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.07% | +16.53% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.03% | +0.14% | -36.84% | |
| 30 | FDX | Fedex CORP | Stock-Industrials | 0.94% | -0.28% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.03% | +13.07% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | -0.25% | -36.67% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.02% | +4.03% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.84% | -0.09% | -8.93% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.81% | — | — | |
| 36 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.80% | -0.27% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.05% | -0.53% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | +0.02% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | -12.65% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.66% | +0.37% | — | |
| 41 | CSX | Csx CORP | Stock-Industrials | 0.65% | -0.02% | -3.95% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | -0.23% | — | |
| 43 | SII | Sprott Inc | Stock-Other | 0.62% | -0.29% | -69.43% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.17% | -74.34% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.02% | +60.93% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.54% | -0.09% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.53% | -0.33% | — | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.51% | +0.06% | +10.12% | |
| 49 | ESP | Espey Mfg & Electronics CORP | Stock-Other | 0.51% | -0.06% | -25.14% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.48% | -0.02% | -9.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +2.8% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +2.8% | +46.88% | Add |
| 3 | BND | Vanguard Total Bond Market | +2.8% | NEW | New buy |
| 4 | SCHO | Schwab Short-term US Treas | +1.7% | NEW | New buy |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | +1.2% | NEW | New buy |
| 6 | FDX | Fedex CORP | +0.9% | NEW | New buy |
| 7 | DE | Deere & Co | +0.8% | NEW | New buy |
| 8 | KTOS | Kratos Defense & Security | +0.8% | NEW | New buy |
| 9 | UNP | Union Pacific CORP | +0.8% | NEW | New buy |
| 10 | PFF | Ishares Preferred & Income S | +0.7% | NEW | New buy |
| 11 | XLV | Ss Health Care Select Sector | +0.6% | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | +0.6% | +3.50% | Add |
| 13 | XLE | Ss Energy Select Sector | +0.5% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.5% | +14.48% | Add |
| 15 | C | Citigroup Inc | +0.5% | NEW | New buy |
| 16 | GLD | Spdr Gold Shares | +0.4% | +2.44% | Add |
| 17 | CARR | Carrier Global CORP | +0.4% | NEW | New buy |
| 18 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +420.22% | Add |
| 19 | FSTA | Fidelity Msci Cons Stap Indx | +0.3% | NEW | New buy |
| 20 | VNQ | Vanguard Real Estate ETF | +0.3% | NEW | New buy |
| 21 | SLV | Ishares Silver Trust | +0.3% | NEW | New buy |
| 22 | BNY | Bank Of New York Mellon CORP | +0.3% | NEW | New buy |
| 23 | TSLA | Tesla Inc | +0.3% | NEW | New buy |
| 24 | NVDA | Nvidia CORP | +0.2% | +60.93% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 26 | PANW | Palo Alto Networks Inc | +0.2% | NEW | New buy |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | NEW | New buy |
| 28 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | New buy |
| 29 | VXUS | Vanguard Total Intl Stock | +0.2% | +28.71% | Add |
| 30 | BA | Boeing Co/the | +0.2% | +13.25% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +16.06% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +5.82% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +13.07% | Add |
| 34 | IAU | Ishares Gold Trust | -0.1% | -15.48% | Trim |
| 35 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +16.53% | Add |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +20.66% | Add |
| 37 | IVE | Ishares S&p 500 Value ETF | -0.1% | +24.63% | Add |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -12.64% | Trim |
| 39 | IYY | Ishares Dow Jones U.s. ETF | -0.3% | +0.96% | Add |
| 40 | MLM | Martin Marietta Materials | -0.3% | +3.42% | Add |
| 41 | ABT | Abbott Laboratories | -0.3% | EXIT | Sold out |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.5% | +19.14% | Add |
| 43 | SII | Sprott Inc | -0.6% | -69.43% | Trim |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.7% | -13.91% | Trim |
| 45 | CPER | United States Copper Index | -0.7% | EXIT | Sold out |
| 46 | SCHM | Schwab US Mid Cap ETF | -0.8% | EXIT | Sold out |
| 47 | SCHA | Schwab US Small-cap ETF | -1.4% | -60.84% | Trim |
| 48 | LMT | Lockheed Martin CORP | -1.7% | -36.84% | Trim |
| 49 | CHDN | Churchill Downs Inc | -2.1% | -24.64% | Trim |
| 50 | VGSH | Vanguard Short-term Treasury | -3.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Sage Investment Advisers LLC reported a total U.S. public equity portfolio value of $148.7M across 86 disclosed positions in Q4 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 VOO, IAU, V) accounted for 25.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
LQD
市值: $3.7M
Top Position Liquidated / Trimmed
VGSH
前期市值: $3.5M
During Q4 2025, Sage Investment Advisers LLC's top holdings by market value included VOO (13.8%)、IAU (4.7%)、V (4.3%). The largest single position, VOO, represented 13.8% of total portfolio value.
In Q4 2025, Sage Investment Advisers LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 4 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.