Pacific Sage Partners, LLC Portfolio Holdings

Pacific Sage Partners, LLC

  • $444 Billion
  • Q1 2025

Pacific Sage Partners, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $444 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $72.5B, Schwab Intermediate Term Us Tr with a value of $67.4B, Vanguard with a value of $46.1B, Schwab Strategic Tr Intl Eqty with a value of $34.3B, and Ishares Russell 1000 Val ETF with a value of $26.6B.

Examining the 13F form we can see an increase of $5.77B in the current position value, from $438B to 444B.

Pacific Sage Partners, LLC is based out at Shoreline, WA

Below you can find more details about Pacific Sage Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $444 Billion
ETFs: $253 Billion
Technology: $96.7 Billion
Financial Services: $27.9 Billion
Consumer Cyclical: $21.2 Billion
Consumer Defensive: $8.47 Billion
Communication Services: $8.34 Billion
Industrials: $7 Billion
Healthcare: $6.62 Billion
Other: $3.27 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$72.5 Billion 16.32% of portfolio
193,092
Q1 2025 Reduced 1.5%
$2.27T
$12.4 Billion 2.79% of portfolio
65,196
Q1 2025 Reduced 0.42%
$0
$8.33 Billion 1.87% of portfolio
293,105
Q1 2025 Added 2.23%
$0
$7.87 Billion 1.77% of portfolio
326,985
Q1 2025 Reduced 0.1%
$3.39T
$7.27 Billion 1.64% of portfolio
32,744
Q1 2025 Reduced 3.97%
$435B
$6.38 Billion 1.44% of portfolio
6,742
Q1 2025 Reduced 4.49%
$0
$4.87 Billion 1.1% of portfolio
420,225
Q1 2025 Added 0.67%
$174B
$4 Billion 0.9% of portfolio
10,423
Q1 2025 Added 0.12%
$108B
$3.36 Billion 0.76% of portfolio
34,211
Q1 2025 Reduced 0.59%
$406B
$2.57 Billion 0.58% of portfolio
23,750
Q1 2025 Reduced 0.13%
$636B
$2.51 Billion 0.57% of portfolio
17,977
Q1 2025 Reduced 1.15%
$61.7B
$2.16 Billion 0.49% of portfolio
12,666
Q4 2024 Added 100.0%
$380B
$2.08 Billion 0.47% of portfolio
5,677
Q1 2025 Reduced 2.92%
$147B
$2.06 Billion 0.46% of portfolio
7,266
Q1 2025 Added 0.83%
$934B
$2.05 Billion 0.46% of portfolio
7,895
Q1 2025 Added 15.47%
$18.1B
$1.93 Billion 0.44% of portfolio
7,265
Q2 2024 Added 0.01%
$1.08T
$1.89 Billion 0.43% of portfolio
12,123
Q1 2025 Reduced 5.21%
$631B
$1.82 Billion 0.41% of portfolio
3,412
Q1 2025 Reduced 1.04%
$1.07T
$1.66 Billion 0.37% of portfolio
10,707
Q1 2025 Reduced 2.23%
$159B
$1.65 Billion 0.37% of portfolio
5,311
Q1 2025 Reduced 0.45%
$585B
$1.62 Billion 0.37% of portfolio
4,629
Q1 2025 Added 0.02%
$135B
$1.51 Billion 0.34% of portfolio
8,836
Q1 2025 Added 0.01%
$34.3B
$1.38 Billion 0.31% of portfolio
14,162
Q1 2025 Reduced 22.05%
$573B
$1.39 Billion 0.31% of portfolio
1,487
Q1 2025 Reduced 0.07%
$168B
$1.29 Billion 0.29% of portfolio
8,867
Q1 2025 Reduced 8.33%
$300B
$1.21 Billion 0.27% of portfolio
7,233
Q1 2025 Reduced 11.98%
$474B
$1.17 Billion 0.26% of portfolio
9,824
Q1 2025 Added 0.05%
$748B
$1.15 Billion 0.26% of portfolio
1,397
Q2 2024 Added 0.43%
$263B
$1 Billion 0.23% of portfolio
11,432
Q1 2025 Added 1.59%
$1.62T
$1.01 Billion 0.23% of portfolio
1,747
Q1 2025 Reduced 15.77%
$284B
$1.02 Billion 0.23% of portfolio
16,590
Q1 2025 Reduced 7.34%
$94.5B
$912 Million 0.21% of portfolio
2,773
Q3 2024 Added 0.04%
$409B
$702 Million 0.16% of portfolio
4,234
Q1 2025 Reduced 1.26%
$373B
$649 Million 0.15% of portfolio
3,809
Q1 2025 Reduced 1.06%
$200B
$637 Million 0.14% of portfolio
22,525
Q1 2025 Added 0.03%
$105B
$579 Million 0.13% of portfolio
860
Q1 2025 Reduced 2.38%
$376B
$473 Million 0.11% of portfolio
11,336
Q3 2024 Reduced 0.17%
$271B
$476 Million 0.11% of portfolio
1,773
Q2 2024 Added 1.43%
$220B
$492 Million 0.11% of portfolio
4,984
Q1 2025 Added 4.84%
$216B
$498 Million 0.11% of portfolio
1,593
Q1 2025 Added 20.86%
$100B
$452 Million 0.1% of portfolio
1,341
Q1 2025 Reduced 0.96%
$233B
$450 Million 0.1% of portfolio
3,396
Q1 2025 Reduced 0.73%
$179B
$447 Million 0.1% of portfolio
9,857
Q4 2024 Reduced 3.89%
$289B
$437 Million 0.1% of portfolio
1,638
Q2 2024 Added 0.86%
$160B
$427 Million 0.1% of portfolio
2,015
Q1 2025 Added 0.25%
$96.2B
$411 Million 0.09% of portfolio
18,106
Q1 2025 Reduced 5.35%
$165B
$375 Million 0.08% of portfolio
753
Q3 2024 Reduced 0.13%
$260B
$373 Million 0.08% of portfolio
1,502
Q3 2024 Reduced 0.2%
$140B
$342 Million 0.08% of portfolio
1,468
Q1 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $444 Billion
  • Prior Value $438 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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