Sage Guard Financial Group, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $628 Billion distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.4B, Nvidia Corp with a value of $26.3B, Microsoft Corp with a value of $25.8B, Walmart Inc. with a value of $22.9B, and Amazon Com Inc with a value of $22.4B.

Examining the 13F form we can see an increase of $628B in the current position value, from $6.37M to 628B. Also it can be appreciated an additional of 170 stocks purchases and 8 closed positions.

Sage Guard Financial Group, LLC is based out at Goodlettsville, TN

Below you can find more details about Sage Guard Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $628 Billion
ETFs: $170 Billion
Technology: $108 Billion
Consumer Defensive: $71.5 Billion
Financial Services: $47.2 Billion
Industrials: $47.1 Billion
Consumer Cyclical: $38.6 Billion
Energy: $25.6 Billion
Utilities: $23.8 Billion
Other: $50.6 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $628 Billion
  • Prior Value $6.37 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 170 stocks
  • Additional Purchases 4 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 3 stocks
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