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
$81.8B
$359,000 0.22% of portfolio
3,028
Q4 2025 Reduced 3.93%
$21.3B
$366,000 0.22% of portfolio
2,107
Q4 2025 Added 1.79%
$224B
$371,000 0.22% of portfolio
1,220
Q4 2025 Added 5.54%
$1.37T
$340,000 0.21% of portfolio
559
Q4 2025 Reduced 8.06%
$172B
$355,000 0.21% of portfolio
8,671
Q4 2025 Added 1.08%
$76.2B
$349,000 0.21% of portfolio
6,298
Q4 2025 Added 8.1%
$49.1B
$340,000 0.21% of portfolio
3,086
Q4 2025 Added 946.1%
$104B
$336,000 0.2% of portfolio
5,788
Q4 2025 Added 5.58%
$17B
$307,000 0.19% of portfolio
4,066
Q4 2025 Reduced 1.05%
$204B
$291,000 0.18% of portfolio
1,972
Q4 2025 Added 5.34%
$35.1B
$281,000 0.17% of portfolio
2,704
Q4 2023 New
$404B
$279,000 0.17% of portfolio
306
Q4 2025 Reduced 35.85%
$168B
$262,000 0.16% of portfolio
3,059
Q4 2025 Reduced 47.04%
$875M
$270,000 0.16% of portfolio
8,574
Q4 2025 Reduced 18.44%
$2.03B
$257,000 0.16% of portfolio
1,300
Q4 2025 Reduced 16.83%
$136B
$266,000 0.16% of portfolio
1,207
Q4 2025 Reduced 10.99%
$855M
$251,000 0.15% of portfolio
55,486
Q4 2025 Reduced 15.18%
$73.4B
$224,000 0.14% of portfolio
6,432
Q4 2025 Reduced 9.04%
$41.3B
$238,000 0.14% of portfolio
2,874
Q4 2025 Added 1.52%
$291B
$220,000 0.13% of portfolio
400
Q4 2025 New
$53.1B
$212,000 0.13% of portfolio
865
Q4 2025 Added 3.47%
$0
$200,000 0.12% of portfolio
16,787
Q4 2025 New
$237B
$200,000 0.12% of portfolio
1,310
Q4 2025 Added 1.0%

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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