Sagace Wealth Management LLC Portfolio Holdings
Sagace Wealth Management LLC
- $134 Billion
- Q2 2025
Sagace Wealth Management LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $10.4B, Vanguard Mid Cap ETF with a value of $8.3B, Invesco S&P 500 Equal Weight E with a value of $6.18B, Ssga Active Trust with a value of $6.07B, and Vanguard Sht Term Corp Bd ETF with a value of $5.3B.
Examining the 13F form we can see an increase of $1.37B in the current position value, from $132B to 134B.
Sagace Wealth Management LLC is based out at St. Petersburg, FL
Below you can find more details about Sagace Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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