Sage Financial Group Inc Portfolio Holdings

Sage Financial Group Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 102 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 $560M, Ishares Core S&P Mid Cap ETF with a value of $77.1M, Vanguard Value ETF with a value of $61.3M, Ishares Core S&P Sm Cap ETF with a value of $59.7M, and Vanguard Growth ETF with a value of $57.9M.

Examining the 13F form we can see an decrease of $4.32M in the current position value, from $1.24B to 1.24B.

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