Sagace Wealth Management LLC Portfolio Holdings

Sagace Wealth Management LLC

  • $147 Billion
  • Q3 2025

Sagace Wealth Management LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $9.93B, Vanguard Mid Cap ETF with a value of $8.83B, Vanguard Lg Trm Corp Bd ETF with a value of $7.38B, Invesco S&P 500 Equal Weight E with a value of $6.79B, and Vanguard Bd Index Fd Inc Inter with a value of $6.37B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $134B to 147B.

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 $147 Billion
ETFs: $132 Billion
Technology: $4.22 Billion
Real Estate: $2.69 Billion
Financial Services: $1.23 Billion
Communication Services: $1.21 Billion
Consumer Cyclical: $1.06 Billion
Industrials: $692 Million
Healthcare: $658 Million
Other: $716 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$204M
$13.8 Million 0.01% of portfolio
15,665
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $147 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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