Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $162 Million
  • Q3 2025

Sage Private Wealth Group, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $19.5M, First Tr Vi Rba Amern Indl Ren with a value of $18.8M, Ishares Gold Trust with a value of $13.3M, Litman Gregory Fds Tr Imgp Dbi with a value of $13.2M, and World Gold Trust with a value of $13M.

Examining the 13F form we can see an increase of $6.44M in the current position value, from $156M to 162M.

Below you can find more details about Sage Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $111 Million
Technology: $20.5 Million
Financial Services: $6.38 Million
Consumer Cyclical: $5.61 Million
Healthcare: $5.41 Million
Consumer Defensive: $4.69 Million
Communication Services: $4.13 Million
Industrials: $2.66 Million
Other: $2.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$902M
$412,000 0.25% of portfolio
10,513
Q3 2025 Added 30.13%
$859M
$326,000 0.2% of portfolio
65,416
Q3 2025 Added 21.83%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $162 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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