Sage View Advisory Group, LLC Portfolio Holdings

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.43 Billion 0.05% of portfolio
29,233
Q3 2025 Reduced 66.37%
$0
$1.23 Billion 0.04% of portfolio
24,099
Q3 2025 Reduced 18.57%
$0
$521 Million 0.02% of portfolio
58,001
Q2 2025 Added 53.63%
$0
$227 Million 0.01% of portfolio
27,730
Q3 2025 Added 96.01%
$0
$260 Million 0.01% of portfolio
9,591
Q3 2025 New
$0
$225 Million 0.01% of portfolio
15,059
Q3 2025 Reduced 32.17%
$0
$324 Million 0.01% of portfolio
8,185
Q3 2025 New
$5.78M
$7.97 Million 0.0% of portfolio
11,388
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 643
  • Current Value $2.9 Trillion
  • Prior Value $2.64 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 286 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 246 stocks
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC 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 View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email