Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $166 Million
  • Q4 2025

Sage Private Wealth Group, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $166 Million distributed in 90 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 $19.3M, First Tr Vi Rba Amern Indl Ren with a value of $18.6M, Ishares Gold Trust with a value of $14.3M, World Gold Trust with a value of $14.1M, and Litman Gregory Fds Tr Imgp Dbi with a value of $14M.

Examining the 13F form we can see an increase of $3.29M in the current position value, from $162M to 166M.

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

Portfolio value $166 Million
ETFs: $115 Million
Technology: $20 Million
Financial Services: $6.58 Million
Healthcare: $6.01 Million
Consumer Cyclical: $5.31 Million
Consumer Defensive: $4.24 Million
Communication Services: $4.21 Million
Industrials: $2.62 Million
Other: $2.03 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$4.08 Million 2.46% of portfolio
15,248
Q4 2025 Reduced 0.92%
$465B
$3.96 Million 2.39% of portfolio
21,196
Q4 2025 Reduced 10.66%
$3.78T
$3.63 Million 2.19% of portfolio
7,144
Q4 2025 Reduced 5.24%
$2.39T
$1.42 Million 0.85% of portfolio
6,032
Q4 2025 Added 0.9%
$1.74T
$1.35 Million 0.81% of portfolio
4,728
Q4 2025 Reduced 0.53%
$971B
$1.28 Million 0.77% of portfolio
1,250
Q4 2025 Reduced 2.11%
$881B
$1.25 Million 0.75% of portfolio
4,162
Q4 2025 Reduced 0.5%
$139B
$1.25 Million 0.75% of portfolio
3,636
Q4 2025 Reduced 5.09%
$1.65T
$1.2 Million 0.72% of portfolio
4,340
Q4 2025 Reduced 4.66%
$23.2B
$1.01 Million 0.61% of portfolio
9,676
Q4 2025 Added 0.49%
$414B
$967,000 0.58% of portfolio
4,134
Q4 2025 Added 2.28%
$100B
$959,000 0.58% of portfolio
3,439
Q4 2025 Added 1.84%
$63.4B
$941,000 0.57% of portfolio
2,479
Q4 2025 Added 2.14%
$533B
$866,000 0.52% of portfolio
2,661
Q4 2025 Added 2.82%
$19B
$832,000 0.5% of portfolio
6,899
Q4 2025 Reduced 0.04%
$170B
$810,000 0.49% of portfolio
5,545
Q4 2025 Reduced 0.34%
$140B
$724,000 0.44% of portfolio
2,056
Q3 2025 Reduced 14.58%
$118B
$695,000 0.42% of portfolio
3,026
Q4 2025 Added 1.44%
$27B
$704,000 0.42% of portfolio
2,777
Q4 2025 Added 0.33%
$143B
$672,000 0.41% of portfolio
19,365
Q4 2025 Reduced 0.3%
$99.7B
$658,000 0.4% of portfolio
3,292
Q4 2025 Reduced 0.3%
$237B
$644,000 0.39% of portfolio
2,720
Q4 2025 Added 2.41%
$367B
$646,000 0.39% of portfolio
1,805
Q4 2025 Reduced 8.38%
$255B
$622,000 0.38% of portfolio
1,825
Q4 2025 Added 3.34%
$120B
$625,000 0.38% of portfolio
22,968
Q4 2025 Added 5.18%
$319B
$633,000 0.38% of portfolio
8,146
Q4 2025 Added 0.56%
$10.4B
$608,000 0.37% of portfolio
2,220
Q4 2025 Added 4.62%
$72.3B
$569,000 0.34% of portfolio
4,981
Q4 2025 Added 3.06%
$300B
$562,000 0.34% of portfolio
1,754
Q4 2025 Added 1.8%
$123B
$558,000 0.34% of portfolio
1,889
Q4 2025 Reduced 0.32%
$187B
$541,000 0.33% of portfolio
3,248
Q4 2025 Added 1.31%
$182B
$518,000 0.31% of portfolio
802
Q4 2025 Added 2.82%
$11.6B
$519,000 0.31% of portfolio
4,757
Q4 2025 Added 21.91%
$512B
$497,000 0.3% of portfolio
926
Q4 2025 Reduced 2.73%
$152B
$496,000 0.3% of portfolio
2,058
Q4 2025 Added 2.75%
$25.8B
$496,000 0.3% of portfolio
1,922
Q4 2025 Added 3.44%
$1.29T
$489,000 0.3% of portfolio
1,196
Q4 2025 Added 0.93%
$522B
$475,000 0.29% of portfolio
2,383
Q4 2025 Reduced 24.78%
$37.6B
$487,000 0.29% of portfolio
6,832
Q4 2025 Added 5.4%
$96.9B
$454,000 0.27% of portfolio
1,086
Q4 2025 Reduced 28.74%
$35.1B
$445,000 0.27% of portfolio
7,844
Q4 2025 Added 2.22%
$41.4B
$454,000 0.27% of portfolio
5,055
Q4 2025 Added 5.73%
$413B
$454,000 0.27% of portfolio
8,820
Q3 2025 New
$57.5B
$424,000 0.26% of portfolio
1,636
Q4 2025 Added 4.14%
$39.1B
$379,000 0.23% of portfolio
5,913
Q4 2025 Added 0.72%
$388B
$389,000 0.23% of portfolio
1,618
Q4 2025 Added 2.47%
$128B
$389,000 0.23% of portfolio
4,049
Q4 2025 Reduced 1.39%
$12B
$389,000 0.23% of portfolio
1,801
Q4 2025 Added 5.57%
$65.2B
$368,000 0.22% of portfolio
797
Q4 2025 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $166 Million
  • Prior Value $162 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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