Sage Financial Management Group, Inc. Portfolio Holdings

Sage Financial Management Group, Inc.

  • $289 Million
  • Q2 2025

Sage Financial Management Group, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $46.4M, Ishares Core S&P 500 ETF with a value of $44.9M, Vanguard Ftse All World Ex Us with a value of $28.5M, Schwab Strategic Tr Us Large C with a value of $23.7M, and Vanguard Bd Index Fd Inc Short with a value of $21.3M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $276M to 289M.

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

Portfolio value $289 Million
ETFs: $282 Million
Technology: $2.21 Million
Basic Materials: $1.61 Million
Financial Services: $1.04 Million
Healthcare: $756,000
Industrials: $498,000
Consumer Defensive: $415,000
Consumer Cyclical: $247,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $289 Million
  • Prior Value $276 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Sage Financial Management Group, Inc. Portfolio

Follow Sage Financial Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email