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: 0001871593
Total reported value
$162.1M
$162.1M
46 檔
38.8%
According to the latest 13F quarterly dataset, Sageworth Trust Co of South Dakota managed an equity portfolio of $162.1M at the end of Q4 2025, spanning 46 distinct U.S. exchange-listed positions.
In Q4 2025, Sageworth Trust Co of South Dakota adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.06% | +0.09% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.05% | +1.63% | +41.11% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.61% | -1.31% | +16.40% | |
| 4 | ✓ | Stock-Other | 5.83% | — | +58.68% | ||
| 5 | ✓ | Stock-Other | 5.77% | — | +27.18% | ||
| 6 | ✓ | Stock-Other | 4.68% | — | +17.51% | ||
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 3.59% | -0.39% | — | |
| 8 | ✓ | Stock-Other | 3.24% | — | +45.52% | ||
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.99% | -0.33% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.94% | +1.84% | +61.70% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.68% | +0.23% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.60% | -2.26% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.23% | +0.21% | -0.06% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 2.18% | -0.76% | — | |
| 15 | ✓ | Stock-Other | 1.77% | — | -0.50% | ||
| 16 | CMI | Cummins Inc | Stock-Industrials | 1.69% | +0.05% | -0.22% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.52% | -0.62% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | -0.14% | +3.15% | |
| 19 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.05% | -0.02% | — | |
| 20 | ✓ | Stock-Other | 1.04% | — | -5.41% | ||
| 21 | QDF | Flexshares Quality Dividend | ETF-Other | 0.96% | -0.16% | — | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 0.90% | -0.02% | — | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.88% | -0.10% | +20.14% | |
| 24 | ✓ | Stock-Other | 0.85% | — | — | ||
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.81% | -0.10% | +11.94% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.81% | -0.08% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.16% | -0.46% | |
| 28 | ✓ | Stock-Other | 0.62% | — | — | ||
| 29 | ✓ | Stock-Other | 0.59% | — | -11.01% | ||
| 30 | ✓ | Stock-Other | 0.51% | — | — | ||
| 31 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 0.50% | -0.07% | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | -0.01% | — | |
| 33 | ✓ | Stock-Other | 0.46% | — | -16.20% | ||
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | -36.36% | |
| 35 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.41% | -0.11% | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.40% | EXIT | |
| 37 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.40% | -0.04% | — | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.11% | — | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.31% | -0.13% | — | |
| 40 | ✓ | Stock-Other | 0.30% | — | -0.75% | ||
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.26% | -0.05% | — | |
| 42 | ✓ | Stock-Other | 0.25% | — | -4.49% | ||
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.23% | -0.03% | — | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.22% | -0.02% | — | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.21% | -0.03% | -33.52% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.18% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.2% | +41.11% | Add |
| 2 | ✓ | +1.8% | +58.68% | Add | |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.9% | +61.70% | Add |
| 4 | ✓ | +0.8% | +45.52% | Add | |
| 5 | ✓ | +0.7% | +27.18% | Add | |
| 6 | VXUS | Vanguard Total Intl Stock | +0.4% | +16.40% | Add |
| 7 | ✓ | +0.2% | -0.50% | Trim | |
| 8 | ✓ | +0.2% | +17.51% | Add | |
| 9 | CMI | Cummins Inc | +0.1% | -0.22% | Trim |
| 10 | ✓ | +0.1% | -5.41% | Trim | |
| 11 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +20.14% | Add |
| 12 | DHR | Danaher CORP | — | — | Unchanged |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | — | +11.94% | Add |
| 14 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 16 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 17 | ✓ | 0% | -0.75% | Trim | |
| 18 | GUNR | Flexshares Global Upstream N | 0% | — | Unchanged |
| 19 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 20 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 21 | ✓ | Intl Gnrl Insurance Hldngs L | 0% | — | Unchanged |
| 22 | ✓ | 0% | -4.49% | Trim | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | 0% | — | Unchanged |
| 24 | ✓ | -0.1% | — | Unchanged | |
| 25 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 26 | JHML | John Hancock Multi Fact Lrg | -0.1% | — | Unchanged |
| 27 | MLPX | Global X Mlp & Energy Infras | -0.1% | — | Unchanged |
| 28 | ✓ | -0.1% | — | Unchanged | |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | Unchanged |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.1% | +3.15% | Add |
| 31 | ✓ | -0.1% | — | Unchanged | |
| 32 | QDF | Flexshares Quality Dividend | -0.1% | — | Unchanged |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.46% | Trim |
| 34 | IVE | Ishares S&p 500 Value ETF | -0.1% | -33.52% | Trim |
| 35 | ✓ | -0.2% | -16.20% | Trim | |
| 36 | ✓ | -0.2% | -11.01% | Trim | |
| 37 | TJX | Tjx Companies Inc | -0.2% | -0.06% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | -0.2% | — | Unchanged |
| 39 | LHX | L3harris Technologies Inc | -0.2% | — | Unchanged |
| 40 | VTV | Vanguard Value ETF | -0.3% | — | Unchanged |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | -0.3% | — | Unchanged |
| 42 | AMZN | Amazon.com Inc | -0.3% | -2.26% | Trim |
| 43 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -36.36% | Trim |
| 44 | ACWI | Ishares Msci Acwi ETF | -0.5% | — | Unchanged |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -2.4% | — | Unchanged |
| 46 | DFAU | Dimensional US Core Equity M | — | NEW | New buy |
| 47 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 49 | MOAT | Vaneck Morningstar Wide Moat | — | EXIT | Sold out |
| 50 | VO | Vanguard Mid-cap ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sageworth Trust Co of South Dakota reported a total U.S. public equity portfolio value of $162.1M across 46 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 VTI, VOO, VXUS) accounted for 38.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFAU
市值: $3.7M
Top Position Liquidated / Trimmed
JNJ
前期市值: $2.4M
During Q4 2025, Sageworth Trust Co of South Dakota's top holdings by market value included VTI (18.1%)、VOO (11.1%)、VXUS (10.6%). The largest single position, VTI, represented 18.1% of total portfolio value.
In Q4 2025, Sageworth Trust Co of South Dakota made 27 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 12 holdings, and fully liquidating 4 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.