Sage Financial Group Inc Portfolio Holdings

Sage Financial Group Inc

  • $1.35 Billion
  • Q2 2025

Sage Financial Group Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $606M, Ishares Core S&P Mid Cap ETF with a value of $82.1M, Vanguard Growth ETF with a value of $66.4M, Vanguard Value ETF with a value of $63.4M, and Ishares Core S&P Sm Cap ETF with a value of $60.2M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.24B to 1.35B.

Below you can find more details about Sage Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
ETFs: $1.35 Billion
Healthcare: $274,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$452B
$274,000 0.02% of portfolio
1,798
Q1 2025 Reduced 2.28%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $1.35 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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