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: 0001914558
Total reported value
$3.1B
$3.1B
598 檔
31.7%
At the close of Q1 2025, SageView Advisory Group, LLC disclosed equity holdings valued at approximately $3.1B, spread across 598 reported holdings.
During Q1 2025, SageView Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 598 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 14.30% | -2.00% | +7.86% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 9.06% | -0.54% | +8.67% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.89% | -0.18% | +7.49% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.74% | -0.30% | +2.28% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.27% | -0.67% | +5.28% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.22% | -0.28% | +3.12% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.21% | +0.12% | +2.63% | |
| 8 | REET | Ishares Global Reit ETF | ETF-Other | 2.76% | -0.17% | +12.01% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.75% | -0.35% | +7.84% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.02% | +2.13% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.14% | -4.34% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.11% | +1.06% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.07% | -0.19% | +15.56% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +1.25% | -0.06% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.95% | -0.12% | +8.89% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.72% | — | -42.45% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.05% | +0.13% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | — | -4.66% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | +3.93% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.04% | -14.88% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.01% | +5.39% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.02% | -2.12% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.58% | +0.02% | +0.22% | |
| 24 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.53% | -0.03% | +0.75% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.05% | +39.30% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.09% | +1.87% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | +1.12% | +12.85% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | -2.16% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.43% | -0.01% | -2.06% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | — | -38.83% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.05% | -0.53% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | +20.84% | |
| 33 | ADSK | Autodesk Inc | Stock-Tech | 0.38% | -0.07% | +0.07% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.06% | +3.11% | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.35% | -0.03% | -3.38% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | -0.02% | -2.35% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.01% | +2.76% | |
| 38 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.32% | -0.05% | +0.31% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | — | +0.78% | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.29% | +0.01% | +42.49% | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.28% | +0.01% | -43.29% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | -13.27% | |
| 43 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.28% | -0.01% | -43.87% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | — | +0.23% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | — | +5.86% | |
| 46 | CSW | Csw Industrials Inc | Stock-Industrials | 0.24% | -0.03% | -11.28% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | +0.10% | +0.11% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.08% | +10.31% | |
| 49 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.23% | — | -30.04% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.05% | +7.17% |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 598 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 AGG, VONV, VONG) accounted for 31.7% of total reported equity market value during Q1 2025.
During Q1 2025, SageView Advisory Group, LLC's top holdings by market value included AGG (14.3%)、VONV (9.1%)、VONG (7.9%). The largest single position, AGG, represented 14.3% of total portfolio value.
In Q1 2025, SageView Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 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.