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
615 檔
36.0%
The Q2 2025 SEC filing reveals that SageView Advisory Group, LLC held a total portfolio value of $3.1B, covering 615 public equity positions.
During Q2 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 615 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.31% | -2.00% | -2.36% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 9.29% | -0.18% | +8.51% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 9.15% | -0.54% | +7.98% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.09% | -0.30% | +6.74% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.75% | +0.12% | +9.41% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.39% | -0.28% | +4.97% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.79% | -0.67% | -1.79% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.13% | -0.35% | +7.26% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 2.76% | -0.17% | +10.82% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.02% | -0.71% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.11% | +2.86% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.13% | -0.14% | +8.13% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +1.25% | +0.30% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | — | +2.38% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.00% | -0.19% | +3.98% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.87% | -0.12% | +0.95% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.01% | +2.17% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.02% | -1.97% | |
| 19 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.58% | — | -18.66% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.05% | -0.87% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | -5.88% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.04% | -4.64% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.09% | +5.25% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +3.80% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | +0.05% | -4.34% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.42% | -0.01% | -0.66% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.42% | +0.02% | -29.03% | |
| 28 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.41% | -0.03% | -13.92% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 0.39% | -0.07% | +0.09% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.06% | -1.75% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.05% | +4.82% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.35% | — | -16.80% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.34% | +1.12% | -15.43% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.02% | +24.68% | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.03% | +1.19% | |
| 36 | ARDT | Ardent Health Inc | Stock-Other | 0.32% | -0.05% | +367.20% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.01% | +3.66% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.02% | -1.38% | |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.30% | +0.01% | +4.75% | |
| 40 | CSW | Csw Industrials Inc | Stock-Industrials | 0.29% | -0.03% | +42.93% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.28% | -0.02% | -2.08% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.28% | -0.05% | -0.12% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | -3.27% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | — | -0.65% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | — | +0.24% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | — | -11.03% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | +0.10% | -0.03% | |
| 48 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | +778.92% | |
| 49 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.23% | +0.01% | -21.11% | |
| 50 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.22% | -0.01% | -20.46% |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 615 disclosed positions in Q2 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, VONG, VONV) accounted for 36.0% of total reported equity market value during Q2 2025.
During Q2 2025, SageView Advisory Group, LLC's top holdings by market value included AGG (12.3%)、VONG (9.3%)、VONV (9.2%). The largest single position, AGG, represented 12.3% of total portfolio value.
In Q2 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.