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CIK: 0001482688
Total reported value
$2.5B
$2.5B
232 檔
53.1%
According to the latest 13F quarterly dataset, Sageworth Trust Co managed an equity portfolio of $2.5B at the end of Q1 2026, spanning 232 distinct U.S. exchange-listed positions.
In Q1 2026, Sageworth Trust Co displayed an active expansion posture, initiating 54 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.51% | +0.37% | -2.27% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 13.10% | -0.23% | -5.75% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.35% | +0.49% | +8.04% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 10.29% | +0.38% | +0.00% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 8.69% | +0.36% | -0.56% | |
| 6 | ✓ | Stock-Other | 6.40% | — | -12.23% | ||
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.40% | +0.08% | — | |
| 8 | ✓ | Stock-Other | 4.93% | — | -0.11% | ||
| 9 | DFIC | Dimensional International Co | ETF-Other | 4.93% | -0.26% | — | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.16% | -0.03% | -0.81% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.42% | +0.09% | -0.86% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.97% | +0.13% | +31.30% | |
| 13 | ✓ | Stock-Other | 2.96% | — | -0.06% | ||
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.96% | +0.02% | — | |
| 15 | ✓ | Stock-Other | 2.45% | — | +7.22% | ||
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.45% | +0.07% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.44% | -0.15% | -1.92% | |
| 18 | ✓ | Stock-Other | 1.13% | — | +6.43% | ||
| 19 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.13% | +0.07% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.04% | -0.03% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | -0.59% | +18.02% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.69% | -0.01% | -5.68% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.06% | -3.27% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.05% | -0.80% | |
| 25 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.40% | +0.02% | — | |
| 26 | VITNX | Vanguard Inst Ttl Stk-inst | Stock-Other | 0.36% | -0.29% | — | |
| 27 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.27% | -0.02% | — | |
| 28 | ✓ | Stock-Other | 0.25% | — | — | ||
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.25% | +0.02% | — | |
| 30 | ✓ | Stock-Other | 0.24% | — | -0.07% | ||
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.24% | +0.02% | — | |
| 32 | ✓ | Stock-Other | 0.22% | — | +56.13% | ||
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.03% | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.22% | +0.01% | — | |
| 35 | TLTE | Flexshares Morningstar Emerg | ETF-Other | 0.22% | +0.01% | — | |
| 36 | ✓ | Stock-Other | 0.22% | — | +1.32% | ||
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | -0.04% | — | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.21% | -0.11% | +51.86% | |
| 39 | ✓ | Stock-Other | 0.20% | — | +2.43% | ||
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.02% | — | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.18% | +0.02% | +5.72% | |
| 42 | ✓ | Stock-Other | 0.18% | — | +560.48% | ||
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.18% | EXIT | |
| 44 | IGF | Ishares Global Infrastructur | ETF-Other | 0.17% | -0.02% | — | |
| 45 | ✓ | Stock-Other | 0.17% | — | +21.61% | ||
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.05% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.12% | +90.20% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | — | -0.58% | |
| 49 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.15% | -0.03% | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.14% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.8% | +31.30% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +8.04% | Add |
| 3 | ✓ | +0.3% | +7.22% | Add | |
| 4 | ✓ | +0.2% | -0.11% | Trim | |
| 5 | ✓ | +0.2% | +560.48% | Add | |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +18.02% | Add |
| 7 | ✓ | +0.1% | +149.16% | Add | |
| 8 | ✓ | +0.1% | +56.13% | Add | |
| 9 | AAPL | Apple Inc | +0.1% | +51.86% | Add |
| 10 | ✓ | +0.1% | -0.06% | Trim | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | -0.81% | Trim |
| 12 | ✓ | +0.1% | +201.71% | Add | |
| 13 | MSFT | Microsoft CORP | +0.1% | +90.20% | Add |
| 14 | MLPX | Global X Mlp & Energy Infras | +0.1% | — | Unchanged |
| 15 | ✓ | +0.1% | +6.43% | Add | |
| 16 | ✓ | 0% | +258.26% | Add | |
| 17 | GUNR | Flexshares Global Upstream N | 0% | — | Unchanged |
| 18 | ✓ | 0% | +21.61% | Add | |
| 19 | ✓ | 0% | +175.05% | Add | |
| 20 | AMZN | Amazon.com Inc | 0% | +53.92% | Add |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +42.38% | Add |
| 22 | ✓ | 0% | +28.48% | Add | |
| 23 | ✓ | 0% | +67.66% | Add | |
| 24 | TLTE | Flexshares Morningstar Emerg | 0% | — | Unchanged |
| 25 | ✓ | 0% | +54.43% | Add | |
| 26 | IGF | Ishares Global Infrastructur | 0% | — | Unchanged |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | -0.80% | Trim |
| 28 | ABT | Abbott Laboratories | 0% | +36.69% | Add |
| 29 | ✓ | 0% | +22.64% | Add | |
| 30 | CAT | Caterpillar Inc | 0% | +21.70% | Add |
| 31 | ✓ | 0% | — | Unchanged | |
| 32 | VTV | Vanguard Value ETF | 0% | -1.92% | Trim |
| 33 | ✓ | 0% | -0.07% | Trim | |
| 34 | TJX | Tjx Companies Inc | 0% | +8.38% | Add |
| 35 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 36 | ✓ | 0% | +105.81% | Add | |
| 37 | NORW | Global X Msci Norway ETF | 0% | — | Unchanged |
| 38 | DHR | Danaher CORP | 0% | +51.52% | Add |
| 39 | KO | Coca-cola Co/the | 0% | +18.89% | Add |
| 40 | ✓ | — | +1.32% | Add | |
| 41 | ✓ | — | +23.57% | Add | |
| 42 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 43 | ✓ | — | -11.90% | Trim | |
| 44 | ✓ | — | — | Unchanged | |
| 45 | LHX | L3harris Technologies Inc | — | — | Unchanged |
| 46 | VSGX | Vanguard Esg Intl Stock ETF | — | +6.01% | Add |
| 47 | SHW | Sherwin-williams Co/the | — | +26.22% | Add |
| 48 | ✓ | — | -24.84% | Trim | |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 50 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Sageworth Trust Co reported a total U.S. public equity portfolio value of $2.5B across 232 disclosed positions in Q1 2026.
During Q1 2026, Sageworth Trust Co's top holdings by market value included VTI (15.5%)、VXUS (13.1%)、VOO (10.3%). The largest single position, VTI, represented 15.5% of total portfolio value.
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, VXUS, VOO) accounted for 53.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
TSM
市值: $3.3M
Top Position Liquidated / Trimmed
TLTD
前期市值: $3.9M
In Q1 2026, Sageworth Trust Co made 140 total portfolio adjustments, initiating 54 new buys, adding to 37 positions, trimming 30 holdings, and fully liquidating 19 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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