Sage Financial Group Inc Portfolio Holdings

Sage Financial Group Inc

  • $1.49 Billion
  • Q4 2025

Sage Financial Group Inc has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 106 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 $633M, Ishares Core S&P Mid Cap ETF with a value of $90.7M, Vanguard Growth ETF with a value of $69.7M, Ishares Core S&P Sm Cap ETF with a value of $69.2M, and Vanguard Value ETF with a value of $66.1M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $1.47B to 1.49B.

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

Portfolio value $1.49 Billion
ETFs: $1.49 Billion
Healthcare: $358,000
Technology: $253,000
Industrials: $220,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.33 Million 0.09% of portfolio
30,972
Q4 2025 Added 1.99%
$0
$980,000 0.07% of portfolio
8,021
Q2 2022 New
$0
$977,000 0.07% of portfolio
36,808
Q3 2025 Added 1.61%
$0
$1.03 Million 0.07% of portfolio
8,936
Q4 2025 Reduced 0.56%
$0
$823,000 0.06% of portfolio
1,364
Q4 2025 Added 2.4%
$0
$901,000 0.06% of portfolio
9,011
Q4 2025 Added 1.01%
$0
$919,000 0.06% of portfolio
25,771
Q2 2020 Reduced 52.9%
$0
$815,000 0.05% of portfolio
24,113
Q4 2025 Added 3.71%
$0
$754,000 0.05% of portfolio
27,705
Q4 2025 Reduced 6.28%
$0
$699,000 0.05% of portfolio
15,678
Q4 2025 Reduced 0.34%
$0
$725,000 0.05% of portfolio
7,424
Q4 2025 Reduced 0.27%
$0
$741,000 0.05% of portfolio
16,637
Q4 2025 Reduced 2.58%
$0
$598,000 0.04% of portfolio
5,425
Q4 2025 Added 64.89%
$0
$618,000 0.04% of portfolio
5,111
Q4 2025 Reduced 9.32%
$0
$631,000 0.04% of portfolio
8,803
Q4 2025 Added 0.01%
$0
$601,000 0.04% of portfolio
4,382
Q4 2025 Added 0.07%
$0
$608,000 0.04% of portfolio
5,526
Q4 2025 Added 2.39%
$0
$613,000 0.04% of portfolio
6,477
Q4 2025 Reduced 5.14%
$0
$529,000 0.04% of portfolio
7,063
Q4 2025 Reduced 3.07%
$0
$495,000 0.03% of portfolio
5,200
Q4 2025 Reduced 1.5%
$0
$382,000 0.03% of portfolio
9,495
Q4 2025 New
$0
$392,000 0.03% of portfolio
1,654
Q3 2025 Reduced 2.01%
$0
$441,000 0.03% of portfolio
4,690
Q2 2025 Added 6.47%
$0
$456,000 0.03% of portfolio
4,809
Q4 2025 Added 49.3%
$0
$449,000 0.03% of portfolio
2,574
Q4 2025 Reduced 9.94%
$0
$424,000 0.03% of portfolio
3,329
Q4 2025 Added 0.27%
$0
$385,000 0.03% of portfolio
5,458
Q2 2025 Reduced 38.38%
$0
$411,000 0.03% of portfolio
7,666
Q4 2025 Added 6.06%
$0
$512,000 0.03% of portfolio
10,198
Q4 2025 Added 0.9%
$0
$455,000 0.03% of portfolio
17,649
Q4 2025 Reduced 1.35%
$0
$511,000 0.03% of portfolio
6,392
Q3 2025 Reduced 5.72%
$0
$515,000 0.03% of portfolio
3,654
Q4 2025 Added 2.07%
$0
$510,000 0.03% of portfolio
1,082
Q4 2025 Added 44.27%
$0
$232,000 0.02% of portfolio
3,342
Q4 2025 New
$0
$328,000 0.02% of portfolio
10,263
Q3 2024 Reduced 12.75%
$0
$313,000 0.02% of portfolio
6,248
Q1 2025 New
$0
$339,000 0.02% of portfolio
1,862
Q4 2025 Reduced 1.06%
$0
$245,000 0.02% of portfolio
711
Q4 2025 Reduced 28.9%
$0
$285,000 0.02% of portfolio
3,021
Q4 2025 Added 2.44%
$0
$286,000 0.02% of portfolio
1,950
Q4 2025 Reduced 2.5%
$0
$238,000 0.02% of portfolio
763
Q4 2025 New
$0
$269,000 0.02% of portfolio
5,516
Q4 2024 Added 1.16%
$0
$308,000 0.02% of portfolio
7,126
Q3 2024 Added 2.12%
$0
$244,000 0.02% of portfolio
10,207
Q4 2025 Reduced 4.29%
$0
$305,000 0.02% of portfolio
6,382
Q4 2025 Added 8.69%
$0
$224,000 0.02% of portfolio
3,339
Q4 2025 New
$0
$355,000 0.02% of portfolio
14,077
Q4 2025 Added 0.33%
$0
$267,000 0.02% of portfolio
1,276
Q4 2025 Reduced 1.01%
$0
$202,000 0.01% of portfolio
2,180
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $1.49 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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