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CIK: 0001861378
Total reported value
$711.7M
$711.7M
177 檔
19.2%
At the close of Q4 2025, SageGuard Financial Group, LLC disclosed equity holdings valued at approximately $711.7M, spread across 177 reported holdings.
In Q4 2025, SageGuard Financial Group, LLC 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 | AAPL | Apple Inc | Stock-Tech | 6.27% | +0.08% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.18% | -0.07% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.63% | +4447.53% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.64% | -0.57% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | — | +103040.43% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.39% | +0.26% | — | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.19% | -1.06% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.15% | -0.14% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.72% | -0.60% | — | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.72% | -0.29% | — | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.48% | -0.28% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.38% | +0.36% | — | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.21% | -0.96% | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | -0.51% | — | |
| 15 | PGR | Progressive CORP | Stock-Financials | 2.09% | -0.62% | — | |
| 16 | GE | General Electric | Stock-Industrials | 1.89% | +0.37% | — | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.85% | -0.48% | — | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.81% | -0.29% | — | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.77% | -0.41% | — | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | -0.01% | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.53% | -0.21% | — | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.50% | -0.19% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | +0.05% | — | |
| 24 | TMFE | Motley Fool Capital Efficie | ETF-Other | 1.42% | -0.51% | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.40% | +0.55% | +785.75% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 1.32% | -0.23% | — | |
| 27 | STLD | Steel Dynamics Inc | Stock-Materials | 1.30% | -0.01% | — | |
| 28 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.29% | +0.02% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.41% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.07% | — | |
| 31 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.09% | -0.21% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.94% | +0.01% | — | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.93% | -0.13% | — | |
| 34 | QQA | Invesco Qqq Income Adv ETF | ETF-Other | 0.91% | +0.18% | — | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.87% | -0.13% | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.74% | -0.37% | — | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.73% | -0.10% | — | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | -0.28% | +1125.29% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.60% | -0.09% | — | |
| 40 | EFAA | Invesco Msci Eafe Income Adv | ETF-Other | 0.60% | +0.11% | — | |
| 41 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 0.59% | +0.13% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.26% | — | |
| 43 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.58% | -0.13% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.06% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.09% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | -0.08% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.05% | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.20% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.03% | — | |
| 50 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.43% | -0.08% | — |
According to official SEC Form 13F filings, SageGuard Financial Group, LLC reported a total U.S. public equity portfolio value of $711.7M across 177 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 AAPL, NVDA, MSFT) accounted for 19.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAPL
市值: $39.4M
During Q4 2025, SageGuard Financial Group, LLC's top holdings by market value included AAPL (6.3%)、NVDA (4.2%)、MSFT (4.1%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2025, SageGuard Financial Group, LLC 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.
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