Sage View Advisory Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.64 Trillion distributed in 615 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 $326B, Vanguard Russell 1000 Growth E with a value of $246B, Vanguard Russell 1000 Value Et with a value of $242B, Schwab Strategic Tr Intl Eqty with a value of $161B, and Vanguard Extended Market ETF with a value of $125B.

Examining the 13F form we can see an increase of $299B in the current position value, from $2.35T to 2.64T.

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 $2.64 Trillion
Technology: $172 Billion
Financial Services: $76.8 Billion
Industrials: $66.9 Billion
Consumer Cyclical: $50.4 Billion
Communication Services: $47.8 Billion
Consumer Defensive: $46.9 Billion
Healthcare: $45.6 Billion
Utilities: $18.2 Billion
Other: $39.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 615
  • Current Value $2.64 Trillion
  • Prior Value $2.35 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 259 stocks
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