Pacific Sage Partners, LLC Portfolio Holdings

Pacific Sage Partners, LLC

  • $503 Billion
  • Q2 2025

Pacific Sage Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $503 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $94.7B, Schwab Intermediate Term Us Tr with a value of $65.8B, Schwab Strategic Tr Intl Eqty with a value of $36.8B, Vanguard with a value of $28B, and Ishares Russell 1000 Val ETF with a value of $28B.

Examining the 13F form we can see an increase of $59.2B in the current position value, from $444B to 503B.

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 $503 Billion
ETFs: $273 Billion
Technology: $123 Billion
Financial Services: $28.6 Billion
Consumer Cyclical: $23.2 Billion
Communication Services: $9.8 Billion
Consumer Defensive: $8.67 Billion
Industrials: $7.72 Billion
Healthcare: $6.07 Billion
Other: $2.53 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.33 Billion 1.66% of portfolio
276,842
Q2 2025 Reduced 5.55%
$0
$8.12 Billion 1.61% of portfolio
320,153
Q2 2025 Reduced 2.09%
$0
$5.53 Billion 1.1% of portfolio
452,093
Q2 2025 Added 7.58%
$0
$76.1 Million 0.02% of portfolio
17,345
Q4 2023 Reduced 0.15%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $503 Billion
  • Prior Value $444 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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