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CIK: 0001914558
Total reported value
$3.1B
$3.1B
2610 檔
38.5%
At the close of Q4 2025, SageView Advisory Group, LLC disclosed equity holdings valued at approximately $3.1B, spread across 2610 reported holdings.
SageView Advisory Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 2 holdings and trimming 21 positions.
Showing top 200 holdings (of 2610 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.24% | -2.00% | +8.01% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 9.22% | -0.54% | +7.01% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.35% | -0.18% | -3.77% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.37% | -0.30% | -8.02% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.59% | +0.12% | +4.62% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.72% | -0.28% | -9.47% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.67% | -0.67% | +8.88% | |
| 8 | REET | Ishares Global Reit ETF | ETF-Other | 2.77% | -0.17% | +8.11% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.70% | -0.35% | -8.41% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.02% | -4.91% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.15% | -0.19% | +7.50% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.09% | -0.14% | -3.65% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.11% | -4.91% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | -1.13% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +1.25% | -2.94% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.86% | -0.12% | +5.60% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.01% | +0.15% | |
| 18 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.63% | — | -2.48% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.06% | +5.59% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.04% | +3.83% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.02% | -3.40% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.55% | — | -1.18% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -3.82% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.05% | +20.67% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.09% | -10.26% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | -0.01% | -3.83% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.45% | — | -2.33% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | -7.25% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.05% | -4.68% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.40% | +0.02% | +0.24% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.39% | -0.01% | -2.59% | |
| 32 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.37% | -0.03% | +1.49% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | -43.79% | |
| 34 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | ETF-Other | 0.35% | -0.03% | — | |
| 35 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.34% | -0.03% | +23.71% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.33% | -0.03% | +15.24% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.02% | -6.11% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.08% | +19.63% | |
| 39 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.03% | +24.90% | |
| 40 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-Other | 0.32% | -0.04% | — | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.10% | +3.14% | |
| 42 | ADSK | Autodesk Inc | Stock-Tech | 0.31% | -0.07% | +0.13% | |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.29% | +0.01% | -0.22% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | — | -15.69% | |
| 45 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.26% | -0.05% | +4.10% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.05% | +5.02% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.02% | -7.38% | |
| 48 | IJUN | Innov Intl Dev Pb ETF - June | ETF-Other | 0.25% | — | +24.53% | |
| 49 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.25% | -0.03% | +24.34% | |
| 50 | ISEP | Innovator Intl Dev Eq Power | ETF-Other | 0.25% | -0.03% | +24.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONV | Vanguard Russell 1000 Value | +0.7% | +7.01% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +8.01% | Add |
| 3 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +8.88% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.59% | Add |
| 5 | KOCT | Innovator U.s. Small Cap Pow | +0.1% | +197.36% | Add |
| 6 | VXF | Vanguard Extended Market ETF | +0.1% | +4.62% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | -4.68% | Trim |
| 8 | REET | Ishares Global Reit ETF | +0.1% | +8.11% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +20.67% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +19.63% | Add |
| 11 | PSEP | Innovator U.s. Equity Power | +0.1% | +24.90% | Add |
| 12 | PAUG | Innovator U.s. Equity Power | +0.1% | +23.71% | Add |
| 13 | IJUN | Innov Intl Dev Pb ETF - June | +0.1% | +24.53% | Add |
| 14 | ISEP | Innovator Intl Dev Eq Power | +0.1% | +24.73% | Add |
| 15 | IOCT | Innovator Int Dev Power Buff | +0.1% | +24.34% | Add |
| 16 | SPHY | Ss Spdr P High Yield ETF | 0% | +7.50% | Add |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +5.60% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +7.74% | Add |
| 19 | CSCO | Cisco Systems Inc | 0% | +3.14% | Add |
| 20 | SUB | Ishares Short-term National | 0% | +15.24% | Add |
| 21 | KAUG | Inv US Sml Cap Pb ETF - Aug | 0% | +25.28% | Add |
| 22 | T | At&t Inc | 0% | -32.56% | Trim |
| 23 | VV | Vanguard Large-cap ETF | -0.1% | -15.69% | Trim |
| 24 | KNTK | Kinetik Holdings Inc | -0.1% | -74.48% | Trim |
| 25 | NFLX | Netflix Inc | -0.1% | +697.95% | Add |
| 26 | ORCL | Oracle CORP | -0.1% | -6.63% | Trim |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -3.82% | Trim |
| 28 | BND | Vanguard Total Bond Market | -0.1% | -21.34% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -31.48% | Trim |
| 30 | EAPR | Innovator Emerging Markets P | -0.1% | -96.86% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | -15.75% | Trim |
| 32 | HYD | Vaneck High Yield Muni ETF | -0.1% | -85.83% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.1% | -10.26% | Trim |
| 34 | MSFT | Microsoft CORP | -0.2% | -4.91% | Trim |
| 35 | ARDT | Ardent Health Inc | -0.2% | -18.98% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | -0.3% | -43.79% | Trim |
| 37 | PJUL | Innovator U.s. Equity Power | -0.3% | -92.37% | Trim |
| 38 | PDEC | Innovator U.s. Equity Power | -0.3% | -98.18% | Trim |
| 39 | SCHC | Schwab Intl Small-cap Equity | -0.3% | -8.41% | Trim |
| 40 | SCHF | Schwab Intl Equity ETF | -0.4% | -8.02% | Trim |
| 41 | VONG | Vanguard Russell 1000 Growth | -0.4% | -3.77% | Trim |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.6% | -9.47% | Trim |
| 43 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | — | NEW | New buy |
| 44 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | — | NEW | New buy |
| 45 | EJAN | Innovator Emerging Markets P | — | NEW | New buy |
| 46 | AMCR | Amcor plc | — | EXIT | Sold out |
| 47 | KJUN | Invtor US Small Cpb ETF June | — | EXIT | Sold out |
| 48 | EZU | Ishares Msci Eurozone ETF | — | NEW | New buy |
| 49 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 50 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 2610 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 AGG, VONV, VONG) accounted for 38.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
DDFO
市值: $10.3M
Top Position Liquidated / Trimmed
AMCR
前期市值: $2.8M
During Q4 2025, SageView Advisory Group, LLC's top holdings by market value included AGG (12.2%)、VONV (9.2%)、VONG (8.3%). The largest single position, AGG, represented 12.2% of total portfolio value.
In Q4 2025, SageView Advisory Group, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 2 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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