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CIK: 0001871593
Total reported value
$162.1M
$162.1M
73 檔
38.2%
As reported in its official Q1 2026 Form 13F filing, Sageworth Trust Co of South Dakota's tracked investment portfolio stood at $162.1M with 73 total positions.
In Q1 2026, Sageworth Trust Co of South Dakota displayed an active expansion posture, initiating 10 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.96% | +0.09% | +1.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.33% | +1.63% | +1.21% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.26% | -1.31% | -2.51% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 5.76% | -0.67% | — | |
| 5 | ✓ | Stock-Other | 5.76% | — | -1.31% | ||
| 6 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 5.50% | +0.14% | — | |
| 7 | ✓ | Stock-Other | 5.50% | — | +0.40% | ||
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.67% | +0.34% | — | |
| 9 | ✓ | Stock-Other | 4.67% | — | +0.69% | ||
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 3.40% | -0.39% | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.30% | +0.59% | — | |
| 12 | ✓ | Stock-Other | 3.30% | — | +0.42% | ||
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.95% | +1.84% | +0.87% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.85% | -0.33% | +1.95% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.60% | +0.23% | -2.04% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | +0.60% | +6.04% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.26% | +0.21% | +0.92% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.93% | -0.76% | -11.25% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -0.17% | — | |
| 20 | ✓ | Stock-Other | 1.88% | — | +19.39% | ||
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.73% | +0.05% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.48% | -0.62% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.14% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.12% | — | |
| 25 | ✓ | Stock-Other | 1.20% | — | +31.04% | ||
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.19% | -0.02% | — | |
| 27 | QDF | Flexshares Quality Dividend | ETF-Other | 0.91% | -0.16% | -0.87% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.85% | -0.34% | — | |
| 29 | ✓ | Stock-Other | 0.85% | — | +5.69% | ||
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | -0.08% | -1.22% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.79% | -0.10% | — | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.79% | -0.10% | — | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.76% | +0.19% | — | |
| 34 | ✓ | Stock-Other | 0.76% | — | — | ||
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | +0.16% | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | -0.01% | +36.33% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.34% | — | |
| 38 | ✓ | Stock-Other | 0.66% | — | — | ||
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.02% | -16.08% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.06% | — | |
| 41 | ✓ | Stock-Other | 0.57% | — | — | ||
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.49% | -0.11% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.05% | — | |
| 44 | ✓ | Stock-Other | 0.47% | — | +15.78% | ||
| 45 | ✓ | Intl Gnrl Insurance Hldngs L | Stock-Other | 0.47% | -0.07% | — | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.45% | -0.10% | — | |
| 47 | ✓ | Stock-Other | 0.45% | — | — | ||
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.44% | -0.07% | — | |
| 49 | ✓ | Stock-Other | 0.44% | — | -2.12% | ||
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.24% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.3% | +5.69% | Add | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +36.33% | Add |
| 3 | ✓ | +0.2% | +15.78% | Add | |
| 4 | ✓ | +0.2% | +31.04% | Add | |
| 5 | LHX | L3harris Technologies Inc | +0.1% | — | Unchanged |
| 6 | ✓ | +0.1% | +19.39% | Add | |
| 7 | MLPX | Global X Mlp & Energy Infras | +0.1% | — | Unchanged |
| 8 | ✓ | +0.1% | +0.42% | Add | |
| 9 | GUNR | Flexshares Global Upstream N | +0.1% | — | Unchanged |
| 10 | CMI | Cummins Inc | 0% | — | Unchanged |
| 11 | TJX | Tjx Companies Inc | 0% | +0.92% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | 0% | +0.87% | Add |
| 13 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 14 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 15 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 16 | ✓ | 0% | +0.69% | Add | |
| 17 | IJR | Ishares Core S&p Small-cap E | 0% | -1.22% | Trim |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 19 | USMV | Ishares Msci USA Min Vol Fac | 0% | — | Unchanged |
| 20 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 21 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 22 | JHML | John Hancock Multi Fact Lrg | 0% | — | Unchanged |
| 23 | ✓ | 0% | -2.12% | Trim | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | 0% | — | Unchanged |
| 25 | ✓ | Intl Gnrl Insurance Hldngs L | 0% | — | Unchanged |
| 26 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 27 | IVW | Ishares S&p 500 Growth ETF | -0.1% | — | Unchanged |
| 28 | QDF | Flexshares Quality Dividend | -0.1% | -0.87% | Trim |
| 29 | ✓ | -0.1% | — | Unchanged | |
| 30 | ✓ | -0.1% | — | Unchanged | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 32 | ✓ | -0.1% | -1.31% | Trim | |
| 33 | ✓ | -0.1% | -28.41% | Trim | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -2.04% | Trim |
| 35 | ESGV | Vanguard Esg US Stock ETF | -0.1% | — | Unchanged |
| 36 | ✓ | -0.1% | — | Unchanged | |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | Unchanged |
| 38 | DFAU | Dimensional US Core Equity M | -0.1% | +1.95% | Add |
| 39 | AMZN | Amazon.com Inc | -0.2% | +6.04% | Add |
| 40 | ACWI | Ishares Msci Acwi ETF | -0.2% | — | Unchanged |
| 41 | VTV | Vanguard Value ETF | -0.3% | -11.25% | Trim |
| 42 | ✓ | -0.3% | +0.40% | Add | |
| 43 | DHR | Danaher CORP | -0.3% | -16.08% | Trim |
| 44 | VXUS | Vanguard Total Intl Stock | -0.4% | -2.51% | Trim |
| 45 | VOO | Vanguard S&p 500 ETF | -0.7% | +1.21% | Add |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | +1.19% | Add |
| 47 | ✓ | — | NEW | New buy | |
| 48 | MSFT | Microsoft CORP | — | NEW | New buy |
| 49 | AAPL | Apple Inc | — | NEW | New buy |
| 50 | ✓ | — | NEW | New buy |
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 73 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, VXUS) accounted for 38.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
市值: $827.6K
Top Position Liquidated / Trimmed
VXUS
前期市值: $13.0M
During Q1 2026, Sageworth Trust Co of South Dakota's top holdings by market value included VTI (17.0%)、VOO (10.3%)、VXUS (10.3%). The largest single position, VTI, represented 17.0% of total portfolio value.
In Q1 2026, Sageworth Trust Co of South Dakota made 33 total portfolio adjustments, initiating 10 new buys, adding to 14 positions, trimming 9 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.
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