Sage View Advisory Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.9 Trillion distributed in 643 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $336B, Vanguard Russell 1000 Growth E with a value of $254B, Vanguard Russell 1000 Value Et with a value of $247B, Schwab Strategic Tr Intl Eqty with a value of $167B, and Vanguard Extended Market ETF with a value of $130B.
Examining the 13F form we can see an increase of $254B in the current position value, from $2.64T to 2.9T.
Sage View Advisory Group, LLC is based out at Newport Beach, CA
Below you can find more details about Sage View Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.9 Trillion
Technology: $191 Billion
Financial Services: $87.2 Billion
Healthcare: $66.4 Billion
Industrials: $64.9 Billion
Consumer Cyclical: $61.2 Billion
Communication Services: $55.8 Billion
Consumer Defensive: $50 Billion
Utilities: $23.9 Billion
Other: $49.3 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
