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.

Portfolio value $134 Billion
ETFs: $120 Billion
Technology: $3.84 Billion
Real Estate: $2.48 Billion
Communication Services: $1.33 Billion
Financial Services: $888 Million
Consumer Cyclical: $744 Million
Healthcare: $729 Million
Consumer Defensive: $657 Million
Other: $868 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.01 Billion 0.76% of portfolio
4,938
Q2 2025 Reduced 0.54%
$2.26T
$744 Million 0.56% of portfolio
3,390
Q2 2025 Added 10.1%
$545B
$671 Million 0.5% of portfolio
501
Q2 2025 Added 0.2%
$1.78T
$662 Million 0.49% of portfolio
897
Q2 2025 Added 9.93%
$3.95T
$510 Million 0.38% of portfolio
1,026
Q2 2025 Reduced 11.78%
$452B
$472 Million 0.35% of portfolio
3,092
Q2 2025 Reduced 15.08%
$551B
$463 Million 0.35% of portfolio
1,305
Q2 2025 Reduced 11.35%
$548B
$424 Million 0.32% of portfolio
755
Q2 2025 Reduced 2.96%
$368B
$412 Million 0.31% of portfolio
2,588
Q2 2025 Reduced 0.35%
$442B
$362 Million 0.27% of portfolio
3,355
Q2 2025 Added 7.64%
$293B
$316 Million 0.24% of portfolio
4,558
Q2 2025 Added 2.54%
$306B
$250 Million 0.19% of portfolio
970
Q2 2025 Reduced 13.7%
$439B
$245 Million 0.18% of portfolio
247
Q2 2025 Reduced 47.78%
$232B
$224 Million 0.17% of portfolio
820
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $134 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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