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 Market Cap. of $50 Millions to $300 Millions

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

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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