Pacific Sage Partners, LLC Purchases in Q4 2025

Pacific Sage Partners, LLC

  • $631 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
250K
+ 8.56%
$25.03 - $25.34 $6.27M - $6.34M
3.17M $79.6B
Blackrock ETF Trust Ii
89.3K
+ 9.13%
N/A
1.07M $56.3B
VGSH
Vanguard

ETFs
52.9K
+ 10.0%
$58.64 - $58.96 $3.1M - $3.12M
582K $34.2B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
66.5K
+ 10.82%
$49.98 - $50.22 $3.32M - $3.34M
681K $33.7B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
26K
+ 24.0%
$99.21 - $99.52 $2.58M - $2.58M
134K $13.3B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.45K
+ 3.72%
$199.44 - $208.01 $1.09M - $1.13M
152K $32B
Global X Fds
21.5K
+ 18.68%
N/A
137K $13.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.9K
+ 1.11%
$23.02 - $24.23 $413K - $435K
1.64M $39.4B
Global X Fds
33.3K
+ 11.74%
N/A
317K $15.9B
Sound Finl Bancorp Inc
30.8K
+ 573.84%
N/A
36.2K $1.58B
AFRM
Affirm Holdings, Inc.

Technology
14K
New
$65.96 - $78.95 $923K - $1.11M
14K $1.04B
GOOG
Alphabet Inc.

Communication Services
101
+ 0.84%
$237.49 - $291.74 $24K - $29.5K
12.1K $3.8B
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.01%
$213.04 - $254.0 $1.49K - $1.78K
64.5K $14.9B
American Centy ETF Tr
1.34K
+ 0.91%
N/A
149K $9.49B
DISV
Dimensional ETF Tr Dimensional

ETFs
724
+ 0.29%
$35.06 - $36.3 $25.4K - $26.3K
252K $9.57B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.3K
+ 3.58%
$28.9 - $30.17 $412K - $430K
412K $12.4B
AAPL
Apple Inc.

Technology
245
+ 0.8%
$245.27 - $275.25 $60.1K - $67.4K
31K $8.43B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.13K
+ 3.03%
$66.04 - $69.67 $339K - $357K
174K $12.2B
VTI
Vanguard Total Stock Market Et

ETFs
1.36K
New
$321.8 - $337.95 $436K - $458K
1.36K $454M
AMGN
Amgen Inc

Healthcare
533
+ 9.91%
$290.13 - $341.71 $155K - $182K
5.91K $1.94B
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
5.1K
+ 1.41%
$47.35 - $49.56 $241K - $253K
368K $17.9B
VEA
Vanguard Ftse Developed Market

ETFs
4.05K
+ 36.38%
$59.18 - $62.09 $239K - $251K
15.2K $947M
PLTR
Palantir Technologies Inc.

Technology
1.47K
New
$172.14 - $207.18 $253K - $304K
1.47K $261M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.62K
New
$118.79 - $161.47 $193K - $262K
1.62K $248M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
308
New
$557.73 - $694.99 $172K - $214K
308 $238M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
376
New
$600.51 - $631.95 $226K - $238K
376 $236M
HBAN
Huntington Bancshares Inc

Financial Services
13.3K
New
$15.16 - $17.21 $202K - $230K
13.3K $232M
OKE
Oneok Inc

Energy
2.84K
New
$64.31 - $72.98 $183K - $207K
2.84K $209M
BMY
Bristol Myers Squibb CO

Healthcare
3.83K
New
$42.6 - $49.08 $163K - $188K
3.83K $207M
AVGO
Broadcom Inc.

Technology
429
+ 43.78%
$324.63 - $385.98 $139K - $166K
1.41K $488M
AVDV
American Centy ETF Tr Avantis

ETFs
1.37K
+ 19.42%
$87.37 - $90.92 $120K - $124K
8.41K $791M
CSCO
Cisco Systems, Inc.

Technology
111
+ 0.7%
$67.46 - $78.0 $7.49K - $8.66K
16.1K $1.24B
XCEM
Columbia ETF Tr Ii

ETFs
2.82K
+ 29.2%
$36.03 - $38.99 $102K - $110K
12.5K $479M
WMT
Walmart Inc.

Consumer Defensive
230
+ 2.0%
$101.18 - $109.03 $23.3K - $25.1K
11.7K $1.31B
JNJ
Johnson & Johnson

Healthcare
18
+ 0.42%
$185.98 - $199.58 $3.35K - $3.59K
4.31K $892M
VTV
Vanguard Value ETF

ETFs
384
+ 13.15%
$182.87 - $189.72 $70.2K - $72.9K
3.31K $631M
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 12.24%
$653.02 - $687.39 $66.6K - $70.1K
935 $637M
TMO
Thermo Fisher Scientific Inc.

Healthcare
16
+ 2.11%
$524.58 - $588.02 $8.39K - $9.41K
775 $449M
XOM
Exxon Mobil Corp

Energy
66
+ 0.76%
$110.64 - $119.78 $7.3K - $7.91K
8.8K $1.06B
NVDA
Nvidia Corp

Technology
392
+ 1.62%
$179.83 - $207.04 $70.5K - $81.2K
24.6K $4.6B
V
Visa Inc.

Financial Services
64
+ 1.51%
$325.75 - $352.42 $20.8K - $22.6K
4.32K $1.51B
FDX
Fedex Corp

Industrials
7
+ 0.66%
$224.63 - $268.67 $1.57K - $1.88K
1.07K $308M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2K
+ 21.51%
$26.44 - $27.53 $53K - $55.2K
11.3K $311M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
410
+ 16.07%
$114.27 - $121.15 $46.9K - $49.7K
2.96K $356M
DHR
Danaher Corp

Healthcare
5
+ 0.3%
$202.46 - $223.01 $1.01K - $1.12K
1.66K $380M
UAL
United Airlines Holdings, Inc.

Industrials
8
+ 0.26%
$90.77 - $104.05 $726 - $832
3.07K $343M
TROX
Tronox Holdings PLC

Basic Materials
11K
New
$3.17 - $4.09 $34.9K - $45K
11K $45.9M
WFC
Wells Fargo & Company

Financial Services
143
+ 4.27%
$77.62 - $87.3 $11.1K - $12.5K
3.49K $325M
VT
Vanguard Total World Stk Index

ETFs
239
+ 15.26%
$135.16 - $141.78 $32.3K - $33.9K
1.81K $255M
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 1
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