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CIK: 0001914558
Total reported value
$3.1B
$3.1B
643 檔
37.2%
In Q3 2025, SageView Advisory Group, LLC's U.S. equity holdings reached a combined market value of $3.1B, distributed across 643 disclosed stock positions.
In Q3 2025, SageView Advisory Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 643 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.61% | -2.00% | +1.33% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.76% | -0.18% | -2.57% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 8.52% | -0.54% | -0.64% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.77% | -0.30% | -0.97% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.48% | +0.12% | -1.05% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.27% | -0.28% | -1.43% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.52% | -0.67% | +1.28% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.01% | -0.35% | -0.52% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 2.68% | -0.17% | +2.93% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.02% | +7.47% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.11% | +0.02% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.15% | -0.14% | +9.00% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.11% | -0.19% | +20.09% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | — | +4.51% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +1.25% | -2.47% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.82% | -0.12% | +1.35% | |
| 17 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.65% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.01% | +16.38% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | -1.40% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.09% | +16.13% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.02% | +4.78% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.05% | +7.49% | |
| 23 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.55% | — | -0.19% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.04% | -0.13% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.01% | +449.72% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | -3.85% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.06% | +5.22% | |
| 28 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.45% | — | +1243.05% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.40% | +0.02% | +0.24% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | +0.05% | -6.33% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.40% | -0.01% | -0.38% | |
| 32 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.38% | -0.03% | +0.78% | |
| 33 | ARDT | Ardent Health Inc | Stock-Other | 0.36% | -0.05% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.01% | +20.41% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | — | +43.85% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.02% | -1.06% | |
| 37 | ADSK | Autodesk Inc | Stock-Tech | 0.34% | -0.07% | -9.26% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | -0.06% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.05% | +3.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | +1.12% | -0.68% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.29% | -0.03% | +0.29% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | -0.02% | +61.91% | |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.29% | +0.01% | +1.48% | |
| 44 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.29% | — | +34.92% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.10% | +33.73% | |
| 46 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.27% | -0.03% | +1416.91% | |
| 47 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.27% | — | +38.51% | |
| 48 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.26% | -0.03% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.08% | +46.12% | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.26% | -0.05% | -0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | +0.9% | -2.57% | Add |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +1243.05% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +4.51% | Add |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +449.72% | Add |
| 5 | VXF | Vanguard Extended Market ETF | +0.3% | -1.05% | Add |
| 6 | SCHC | Schwab Intl Small-cap Equity | +0.3% | -0.52% | Add |
| 7 | ARDT | Ardent Health Inc | +0.3% | — | Add |
| 8 | PJUL | Innovator U.s. Equity Power | +0.3% | +34.92% | Add |
| 9 | PAUG | Innovator U.s. Equity Power | +0.3% | +1416.91% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -1.06% | Add |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +602.11% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +0.02% | Add |
| 13 | PDEC | Innovator U.s. Equity Power | +0.2% | +38.51% | Add |
| 14 | PSEP | Innovator U.s. Equity Power | +0.2% | — | Add |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +980.53% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +16.13% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +61.91% | Add |
| 18 | SCHX | Schwab US Large-cap ETF | +0.1% | +314.76% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.22% | Add |
| 20 | IOCT | Innovator Int Dev Power Buff | +0.1% | +39.06% | Add |
| 21 | ISEP | Innovator Intl Dev Eq Power | +0.1% | +39.23% | Add |
| 22 | IJUN | Innov Intl Dev Pb ETF - June | +0.1% | +39.38% | Add |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +342.49% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +43.85% | Add |
| 25 | CVX | Chevron CORP | +0.1% | +103.96% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | -5.53% | Add |
| 27 | KDEC | Inn US Sml Cap P B ETF - Dec | +0.1% | +142.38% | Add |
| 28 | KAUG | Inv US Sml Cap Pb ETF - Aug | +0.1% | +148.85% | Add |
| 29 | TSLA | Tesla Inc | +0.1% | +3.34% | Add |
| 30 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +7.92% | Add |
| 31 | PM | Philip Morris International | +0.1% | +49.71% | Add |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | -1.43% | Add |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +33.73% | Add |
| 34 | SPHY | Ss Spdr P High Yield ETF | 0% | +20.09% | Add |
| 35 | HD | Home Depot Inc | 0% | +20.41% | Add |
| 36 | SCHF | Schwab Intl Equity ETF | 0% | -0.97% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +16.38% | Add |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -3.85% | Trim |
| 39 | AAPL | Apple Inc | 0% | +7.47% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | -1.40% | Add |
| 41 | MUB | Ishares National Muni Bond E | -0.1% | +9.00% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.47% | Trim |
| 43 | REET | Ishares Global Reit ETF | -0.1% | +2.93% | Add |
| 44 | POCT | Innovator U.s. Equity Power | -0.1% | -91.78% | Trim |
| 45 | BUFF | Innovator Laddered Allocatio | -0.2% | -66.37% | Trim |
| 46 | VONV | Vanguard Russell 1000 Value | -0.5% | -0.64% | Add |
| 47 | TCAF | T Rowe Prc Cap Appreciation | — | NEW | New buy |
| 48 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 49 | AMCR | Amcor plc | — | NEW | New buy |
| 50 | PNOV | Innovator U.s. Equity Power | — | EXIT | Sold out |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 643 disclosed positions in Q3 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 37.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
TCAF
市值: $18.8M
Top Position Liquidated / Trimmed
PNOV
前期市值: $2.7M
During Q3 2025, SageView Advisory Group, LLC's top holdings by market value included AGG (11.6%)、VONG (8.8%)、VONV (8.5%). The largest single position, AGG, represented 11.6% of total portfolio value.
In Q3 2025, SageView Advisory Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 42 positions, trimming 4 holdings, and fully liquidating 1 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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