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CIK: 0001914558
Total reported value
$3.1B
$3.1B
586 檔
38.5%
During the Q1 2026 filing period, SageView Advisory Group, LLC (CIK: 0001914558) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 586 reported positions.
In Q1 2026, SageView Advisory Group, LLC adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 30 holdings to manage risk exposure.
Showing top 200 holdings (of 586 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.46% | -2.00% | +2.39% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 10.17% | -0.54% | +0.47% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 8.27% | -0.18% | +1.75% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.98% | -0.30% | +0.02% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.03% | +0.12% | +3.11% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.05% | -0.28% | +0.20% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.02% | -0.67% | +1.40% | |
| 8 | REET | Ishares Global Reit ETF | ETF-Other | 3.10% | -0.17% | +2.72% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.04% | -0.35% | +1.54% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.02% | -6.24% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.12% | -0.19% | -8.52% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +1.25% | +3.45% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.02% | -0.14% | -12.54% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | -6.59% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.93% | -0.12% | +2.75% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.11% | -5.45% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.01% | -5.66% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.04% | -0.31% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.06% | -6.61% | |
| 20 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.56% | — | -3.44% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.02% | -7.46% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.05% | -6.72% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -8.66% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | -5.88% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.41% | +0.02% | +0.55% | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.40% | -0.03% | +0.75% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.40% | -0.01% | -3.83% | |
| 28 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | ETF-Other | 0.39% | -0.03% | +5.78% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.05% | -1.67% | |
| 30 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.03% | +5.87% | |
| 31 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-Other | 0.37% | -0.04% | +6.26% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.09% | -17.78% | |
| 33 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.03% | +6.19% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | -2.82% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.33% | +1.12% | +26.21% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.32% | +0.01% | +0.65% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.02% | -1.00% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | +0.35% | +17.58% | |
| 39 | ISEP | Innovator Intl Dev Eq Power | ETF-Other | 0.29% | -0.03% | +5.46% | |
| 40 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.29% | -0.03% | +5.38% | |
| 41 | IMAR | Innovator Intdevpow Buf-mar | ETF-Other | 0.29% | -0.03% | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | — | -2.85% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.28% | -0.03% | -22.24% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.27% | +0.10% | -21.28% | |
| 45 | ADSK | Autodesk Inc | Stock-Tech | 0.27% | -0.07% | -0.15% | |
| 46 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.27% | -0.05% | -5.19% | |
| 47 | CSW | Csw Industrials Inc | Stock-Industrials | 0.26% | -0.03% | +43.00% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.08% | -46.83% | |
| 49 | BKMS | Bny Mellon Muni Short ETF | ETF-Other | 0.26% | -0.03% | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.02% | -0.64% |
According to official SEC Form 13F filings, SageView Advisory Group, LLC reported a total U.S. public equity portfolio value of $3.1B across 586 disclosed positions in Q1 2026.
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 Q1 2026.
Top New Position Initiated
IMAR
市值: $7.9M
Top Position Liquidated / Trimmed
IJUN
前期市值: $7.5M
During Q1 2026, SageView Advisory Group, LLC's top holdings by market value included AGG (13.5%)、VONV (10.2%)、VONG (8.3%). The largest single position, AGG, represented 13.5% of total portfolio value.
In Q1 2026, SageView Advisory Group, LLC made 200 total portfolio adjustments, initiating 9 new buys, adding to 51 positions, trimming 110 holdings, and fully liquidating 30 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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