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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001482688
Total reported value
$2.5B
$2.5B
97 檔
41.8%
In Q1 2025, Sageworth Trust Co's U.S. equity holdings reached a combined market value of $2.5B, distributed across 97 disclosed stock positions.
In Q1 2025, Sageworth Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, ACWI) accounted for 41.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.12% | +0.37% | -3.27% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 13.20% | -0.23% | +0.92% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 12.63% | +0.38% | -0.35% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.39% | +0.49% | +6.91% | |
| 5 | ✓ | Stock-Other | 9.65% | — | -0.30% | ||
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.10% | -0.03% | -0.62% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.27% | +0.09% | -0.49% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.63% | +0.02% | +2.91% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.24% | — | +3.04% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.06% | +0.13% | +0.10% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | -0.15% | -0.82% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 1.33% | -0.26% | +8.66% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.04% | +0.99% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | +0.05% | -0.77% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | -0.59% | +0.76% | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.92% | +0.07% | +25.68% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.88% | +0.07% | +10.12% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.06% | -1.47% | |
| 19 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.59% | -0.02% | +311.92% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | +0.01% | +771.62% | |
| 21 | ✓ | Stock-Other | 0.32% | — | -52.91% | ||
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | +0.01% | — | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.06% | +0.25% | |
| 24 | ✓ | Stock-Other | 0.29% | — | +0.27% | ||
| 25 | ✓ | Stock-Other | 0.27% | — | +18.41% | ||
| 26 | ✓ | Stock-Other | 0.27% | — | -2.91% | ||
| 27 | AIG | American International Group | Stock-Financials | 0.24% | — | +0.05% | |
| 28 | ✓ | Stock-Other | 0.24% | — | -1.81% | ||
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.21% | +0.02% | +1.60% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | -0.04% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | — | +0.27% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | — | — | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.15% | -0.01% | +62.69% | |
| 34 | QDF | Flexshares Quality Dividend | ETF-Other | 0.13% | +0.01% | — | |
| 35 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | — | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.11% | -0.11% | -2.86% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | -1.75% | |
| 38 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.10% | +0.01% | +4.43% | |
| 39 | USEP | Innovator U.s. Equity Ultra | ETF-Other | 0.09% | -0.01% | — | |
| 40 | ✓ | Stock-Other | 0.08% | — | — | ||
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.08% | -0.02% | — | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.08% | -0.01% | — | |
| 43 | ✓ | Stock-Other | 0.08% | — | -0.88% | ||
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | -0.12% | -3.55% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.07% | +0.01% | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.07% | — | -4.78% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.06% | -0.02% | +0.41% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.05% | — | — | |
| 49 | ✓ | Stock-Other | 0.05% | — | — | ||
| 50 | ✓ | Stock-Other | 0.05% | — | +0.27% |
According to official SEC Form 13F filings, Sageworth Trust Co reported a total U.S. public equity portfolio value of $2.5B across 97 disclosed positions in Q1 2025.
During Q1 2025, Sageworth Trust Co's top holdings by market value included VTI (20.1%)、VXUS (13.2%)、ACWI (12.6%). The largest single position, VTI, represented 20.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VTI
市值: $323.6M
In Q1 2025, Sageworth Trust Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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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