Sage Private Wealth Group, LLC Portfolio Holdings

Sage Private Wealth Group, LLC

  • $156 Million
  • Q2 2025

Sage Private Wealth Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $156 Million distributed in 86 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 $35.7M, First Tr Vi Rba Amern Indl Ren with a value of $13.6M, Xtrackers Msci Eafe Hedged Equ with a value of $11.9M, Litman Gregory Fds Tr Imgp Dbi with a value of $11.9M, and World Gold Trust with a value of $11.5M.

Examining the 13F form we can see an increase of $24M in the current position value, from $132M to 156M.

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

Portfolio value $156 Million
ETFs: $109 Million
Technology: $18.3 Million
Financial Services: $6.04 Million
Healthcare: $5.29 Million
Consumer Cyclical: $5.25 Million
Consumer Defensive: $4.12 Million
Communication Services: $3.47 Million
Industrials: $2.48 Million
Other: $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
$1.19B
$453,000 0.29% of portfolio
8,079
Q2 2025 New
$949M
$366,000 0.23% of portfolio
53,695
Q2 2025 Added 99.68%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $156 Million
  • Prior Value $132 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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