Sage Financial Group Inc Portfolio Holdings

Sage Financial Group Inc

  • $1.47 Billion
  • Q3 2025

Sage Financial Group Inc has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $659M, Ishares Core S&P Mid Cap ETF with a value of $89.7M, Vanguard Growth ETF with a value of $71.3M, Ishares Core S&P Sm Cap ETF with a value of $68.9M, and Vanguard Value ETF with a value of $67M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.35B to 1.47B.

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

Portfolio value $1.47 Billion
ETFs: $1.47 Billion
Healthcare: $333,000
Technology: $241,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$659 Million 44.81% of portfolio
25,009,642
Q3 2025 Added 0.8%
$0
$89.7 Million 6.1% of portfolio
1,374,471
Q3 2025 Added 3.84%
$0
$71.3 Million 4.85% of portfolio
148,664
Q3 2025 Reduced 1.79%
$0
$68.9 Million 4.69% of portfolio
579,621
Q3 2025 Added 5.17%
$0
$67 Million 4.56% of portfolio
359,325
Q3 2025 Added 0.13%
$0
$50.2 Million 3.41% of portfolio
81,911
Q3 2025 Reduced 0.01%
$0
$44.4 Million 3.02% of portfolio
621,621
Q3 2025 Added 0.23%
$0
$41.2 Million 2.81% of portfolio
761,237
Q3 2025 Added 7.71%
$0
$35 Million 2.38% of portfolio
113,538
Q3 2025 Reduced 0.66%
$0
$28.5 Million 1.94% of portfolio
961,762
Q3 2025 Added 1.22%
$0
$22.7 Million 1.54% of portfolio
778,972
Q3 2025 Added 0.48%
$0
$21.8 Million 1.48% of portfolio
237,954
Q3 2025 Added 13.74%
$0
$19.5 Million 1.32% of portfolio
697,967
Q3 2025 Added 1.04%
$0
$19.2 Million 1.3% of portfolio
64,348
Q3 2025 Added 0.77%
$0
$18.1 Million 1.23% of portfolio
103,501
Q3 2025 Reduced 0.94%
$0
$17.6 Million 1.19% of portfolio
59,799
Q3 2025 Added 4.36%
$0
$16.6 Million 1.13% of portfolio
617,450
Q3 2025 Added 3.5%
$0
$14.1 Million 0.96% of portfolio
158,520
Q3 2025 Added 0.44%
$0
$13.7 Million 0.93% of portfolio
29,222
Q3 2025 Reduced 0.29%
$0
$13.3 Million 0.91% of portfolio
52,352
Q3 2025 Added 1.9%
$0
$10.5 Million 0.71% of portfolio
35,612
Q3 2025 Added 1.93%
$0
$9.66 Million 0.66% of portfolio
46,268
Q3 2025 Added 1.07%
$0
$6.91 Million 0.47% of portfolio
113,126
Q3 2025 Added 4.99%
$0
$6.13 Million 0.42% of portfolio
94,336
Q3 2025 Added 7.33%
$0
$6.12 Million 0.42% of portfolio
73,320
Q3 2025 Reduced 3.72%
$0
$4.44 Million 0.3% of portfolio
6,630
Q3 2025 Added 1.94%
$0
$4.08 Million 0.28% of portfolio
6,118
Q3 2025 Reduced 0.91%
$0
$4.18 Million 0.28% of portfolio
12,748
Q3 2025 Reduced 29.98%
$0
$3.99 Million 0.27% of portfolio
42,518
Q3 2025 Added 0.54%
$0
$3.8 Million 0.26% of portfolio
18,663
Q3 2025 Added 0.08%
$0
$3.45 Million 0.23% of portfolio
24,728
Q3 2025 Reduced 0.13%
$0
$3.15 Million 0.21% of portfolio
46,396
Q3 2025 Added 13.48%
$0
$3.05 Million 0.21% of portfolio
27,414
Q3 2025 Reduced 1.31%
$0
$2.76 Million 0.19% of portfolio
18,921
Q3 2025 Added 2.16%
$0
$2.62 Million 0.18% of portfolio
7,176
Q3 2025 Reduced 1.59%
$0
$2.45 Million 0.17% of portfolio
48,232
Q3 2025 Added 7.88%
$0
$2.54 Million 0.17% of portfolio
26,968
Q3 2025 Added 0.67%
$0
$2.14 Million 0.15% of portfolio
20,083
Q3 2025 Added 9.97%
$0
$2.08 Million 0.14% of portfolio
46,103
Q3 2025 Added 0.54%
$0
$1.73 Million 0.12% of portfolio
18,865
Q3 2025 Added 2.2%
$0
$1.77 Million 0.12% of portfolio
12,420
Q2 2025 Reduced 22.06%
$0
$1.7 Million 0.12% of portfolio
20,574
Q3 2025 Added 0.21%
$0
$1.6 Million 0.11% of portfolio
12,732
Q3 2025 Added 0.01%
$0
$1.33 Million 0.09% of portfolio
20,626
Q3 2025 Reduced 1.76%
$0
$1.29 Million 0.09% of portfolio
24,417
Q3 2025 Reduced 3.02%
$0
$1.33 Million 0.09% of portfolio
30,368
Q3 2025 Added 1.18%
$0
$1.31 Million 0.09% of portfolio
62,731
Q3 2025 Reduced 11.78%
$0
$1.18 Million 0.08% of portfolio
23,076
Q3 2025 Added 15.51%
$0
$1.02 Million 0.07% of portfolio
8,986
Q3 2025 Added 25.59%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $1.47 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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