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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.7 Million 22.89% of portfolio
426,417
Q2 2025 Added 76.33%
$0
$13.6 Million 8.7% of portfolio
166,803
Q2 2025 Reduced 6.2%
$0
$11.9 Million 7.64% of portfolio
272,472
Q2 2025 Reduced 34.47%
$0
$11.9 Million 7.6% of portfolio
460,951
Q2 2025 Added 9.99%
$10.6B
$11.5 Million 7.39% of portfolio
175,961
Q2 2025 New
$0
$11 Million 7.06% of portfolio
175,687
Q2 2025 New
$58.1B
$10.7 Million 6.85% of portfolio
171,284
Q2 2025 Added 25.22%
$442B
$3.73 Million 2.39% of portfolio
23,583
Q2 2025 Reduced 6.53%
$3.73T
$3.69 Million 2.37% of portfolio
7,421
Q2 2025 Added 0.71%
$3.7T
$3.22 Million 2.06% of portfolio
15,681
Q2 2025 Added 20.09%
$146B
$1.53 Million 0.98% of portfolio
5,545
Q2 2025 Reduced 3.7%
$896B
$1.3 Million 0.83% of portfolio
4,474
Q2 2025 Reduced 1.61%
$2.34T
$1.26 Million 0.81% of portfolio
5,739
Q2 2025 Added 8.57%
$719B
$1.18 Million 0.76% of portfolio
1,516
Q2 2025 Reduced 0.85%
$81.8B
$1.02 Million 0.66% of portfolio
2,436
Q2 2025 Added 23.22%
$1.47T
$947,000 0.61% of portfolio
5,340
Q2 2025 Added 8.43%
$562B
$882,000 0.57% of portfolio
2,485
Q2 2025 Added 2.22%
$94.3B
$881,000 0.56% of portfolio
3,200
Q2 2025 Reduced 9.07%
$143B
$859,000 0.55% of portfolio
2,407
Q2 2025 Reduced 11.25%
$279B
$773,000 0.5% of portfolio
7,914
Q2 2025 Added 0.46%
$1.44T
$744,000 0.48% of portfolio
4,226
Q2 2025 Added 10.98%
$433B
$728,000 0.47% of portfolio
1,986
Q2 2025 Added 7.41%
$19.2B
$702,000 0.45% of portfolio
10,315
Q2 2025 Added 15.92%
$0
$690,000 0.44% of portfolio
1,626
Q2 2025 Added 45.05%
$164B
$690,000 0.44% of portfolio
5,589
Q2 2025 Added 18.84%
$0
$668,000 0.43% of portfolio
1,969
Q2 2025 Added 19.48%
$147B
$666,000 0.43% of portfolio
18,667
Q2 2025 Added 26.47%
$15.6B
$634,000 0.41% of portfolio
6,649
Q2 2025 Added 79.51%
$246B
$607,000 0.39% of portfolio
2,228
Q2 2025 Added 12.47%
$14.1B
$606,000 0.39% of portfolio
1,355
Q2 2025 Added 16.61%
$90.9B
$594,000 0.38% of portfolio
3,577
Q2 2025 Added 0.22%
$186B
$557,000 0.36% of portfolio
708
Q2 2025 Added 0.14%
$246B
$564,000 0.36% of portfolio
1,771
Q2 2025 Reduced 4.68%
$278B
$540,000 0.35% of portfolio
7,796
Q2 2025 Reduced 8.38%
$389B
$514,000 0.33% of portfolio
2,770
Q2 2025 Added 59.93%
$331B
$515,000 0.33% of portfolio
1,651
Q2 2025 Added 107.93%
$562B
$496,000 0.32% of portfolio
883
Q2 2025 Added 9.55%
$101B
$492,000 0.32% of portfolio
21,987
Q2 2025 Added 17.77%
$117B
$506,000 0.32% of portfolio
1,748
Q2 2025 Added 8.57%
$21.7B
$499,000 0.32% of portfolio
3,020
Q2 2025 Added 71.59%
$0
$497,000 0.32% of portfolio
802
Q2 2025 Added 0.12%
$467B
$504,000 0.32% of portfolio
3,304
Q2 2025 Added 13.03%
$68.7B
$478,000 0.31% of portfolio
4,537
Q2 2025 Added 5.54%
$181B
$484,000 0.31% of portfolio
3,045
Q2 2025 Added 18.02%
$128B
$480,000 0.31% of portfolio
2,018
Q2 2025 Added 27.48%
$96.1B
$446,000 0.29% of portfolio
1,020
Q2 2025 Added 15.65%
$1.08B
$453,000 0.29% of portfolio
8,079
Q2 2025 New
$154B
$438,000 0.28% of portfolio
1,468
Q2 2025 Added 16.88%
$25.2B
$428,000 0.27% of portfolio
1,783
Q2 2025 Added 5.5%

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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