Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $162 Million
  • Q3 2025

Sage Private Wealth Group, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $19.5M, First Tr Vi Rba Amern Indl Ren with a value of $18.8M, Ishares Gold Trust with a value of $13.3M, Litman Gregory Fds Tr Imgp Dbi with a value of $13.2M, and World Gold Trust with a value of $13M.

Examining the 13F form we can see an increase of $6.44M in the current position value, from $156M to 162M.

Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $111 Million
Technology: $20.5 Million
Financial Services: $6.38 Million
Consumer Cyclical: $5.61 Million
Healthcare: $5.41 Million
Consumer Defensive: $4.69 Million
Communication Services: $4.13 Million
Industrials: $2.66 Million
Other: $2.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.5 Million 11.98% of portfolio
218,800
Q3 2025 Reduced 48.69%
$0
$18.8 Million 11.58% of portfolio
194,528
Q3 2025 Added 16.62%
$65.3B
$13.3 Million 8.16% of portfolio
182,284
Q3 2025 Added 6.42%
$0
$13.2 Million 8.14% of portfolio
484,080
Q3 2025 Added 5.02%
$11.9B
$13 Million 8.03% of portfolio
170,626
Q3 2025 Reduced 3.03%
$0
$12.8 Million 7.86% of portfolio
169,314
Q3 2025 New
$0
$11 Million 6.75% of portfolio
80,821
Q3 2025 New
$465B
$4.43 Million 2.72% of portfolio
23,725
Q3 2025 Added 0.6%
$4.3T
$3.92 Million 2.41% of portfolio
15,390
Q3 2025 Reduced 1.86%
$3.78T
$3.9 Million 2.4% of portfolio
7,539
Q3 2025 Added 1.59%
$0
$3.71 Million 2.28% of portfolio
79,846
Q3 2025 Reduced 70.7%
$0
$1.6 Million 0.98% of portfolio
25,472
Q3 2025 Reduced 85.5%
$881B
$1.32 Million 0.81% of portfolio
4,183
Q3 2025 Reduced 6.5%
$2.39T
$1.31 Million 0.81% of portfolio
5,978
Q3 2025 Added 4.16%
$139B
$1.26 Million 0.78% of portfolio
3,831
Q3 2025 Reduced 30.91%
$1.74T
$1.16 Million 0.71% of portfolio
4,753
Q3 2025 Reduced 10.99%
$1.65T
$1.11 Million 0.68% of portfolio
4,552
Q3 2025 Added 7.71%
$130B
$1.09 Million 0.67% of portfolio
3,070
Q1 2024 New
$971B
$974,000 0.6% of portfolio
1,277
Q3 2025 Reduced 15.77%
$414B
$935,000 0.58% of portfolio
4,042
Q3 2025 Added 45.92%
$100B
$912,000 0.56% of portfolio
3,377
Q3 2025 Added 5.53%
$533B
$883,000 0.54% of portfolio
2,588
Q3 2025 Added 4.14%
$0
$860,000 0.53% of portfolio
1,837
Q3 2025 Added 12.98%
$279B
$846,000 0.52% of portfolio
8,212
Q3 2025 Added 3.77%
$0
$835,000 0.51% of portfolio
2,285
Q3 2025 Added 16.05%
$23.2B
$816,000 0.5% of portfolio
9,629
Q3 2025 Reduced 6.65%
$367B
$798,000 0.49% of portfolio
1,970
Q3 2025 Reduced 0.81%
$170B
$804,000 0.49% of portfolio
5,564
Q3 2025 Reduced 0.45%
$140B
$769,000 0.47% of portfolio
2,056
Q3 2025 Reduced 14.58%
$118B
$732,000 0.45% of portfolio
2,983
Q3 2025 Added 47.82%
$120B
$686,000 0.42% of portfolio
21,836
Q3 2025 Added 16.98%
$96.9B
$643,000 0.4% of portfolio
1,524
Q3 2025 Added 49.41%
$143B
$651,000 0.4% of portfolio
19,424
Q3 2025 Reduced 11.66%
$19B
$655,000 0.4% of portfolio
6,902
Q3 2025 Added 3.81%
$99.7B
$636,000 0.39% of portfolio
3,302
Q3 2025 Reduced 7.69%
$237B
$629,000 0.39% of portfolio
2,656
Q3 2025 Added 19.21%
$27B
$610,000 0.38% of portfolio
2,768
Q3 2025 Reduced 8.34%
$300B
$594,000 0.37% of portfolio
1,723
Q3 2025 Added 4.36%
$10.4B
$607,000 0.37% of portfolio
2,122
Q3 2025 Added 56.61%
$522B
$587,000 0.36% of portfolio
3,168
Q3 2025 Reduced 4.12%
$255B
$586,000 0.36% of portfolio
1,766
Q3 2025 Reduced 0.28%
$319B
$554,000 0.34% of portfolio
8,101
Q3 2025 Added 3.91%
$512B
$541,000 0.33% of portfolio
952
Q3 2025 Added 7.81%
$187B
$533,000 0.33% of portfolio
3,206
Q3 2025 Added 5.29%
$0
$537,000 0.33% of portfolio
803
Q3 2025 Added 0.12%
$72.3B
$539,000 0.33% of portfolio
4,833
Q3 2025 Added 6.52%
$182B
$532,000 0.33% of portfolio
780
Q3 2025 Added 10.17%
$0
$544,000 0.33% of portfolio
11,024
Q3 2025 New
$123B
$534,000 0.33% of portfolio
1,895
Q3 2025 Added 8.41%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $162 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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