Pacific Sage Partners, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $631 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91.1B, Schwab Intermediate Term Us Tr with a value of $79.6B, Blackrock ETF Trust Ii with a value of $56.3B, Schwab Strategic Tr Intl Eqty with a value of $39.4B, and Vanguard with a value of $34.2B.

Examining the 13F form we can see an increase of $33B in the current position value, from $598B to 631B.

Pacific Sage Partners, LLC is based out at Shoreline, WA

Below you can find more details about Pacific Sage Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $631 Billion
ETFs: $310 Billion
Technology: $123 Billion
Financial Services: $39.2 Billion
Consumer Cyclical: $23.1 Billion
Communication Services: $11.8 Billion
Consumer Defensive: $8.28 Billion
Industrials: $7.33 Billion
Healthcare: $6.99 Billion
Other: $3.15 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $631 Billion
  • Prior Value $598 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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