SageGuard Financial Group, LLC
CIK 1861378
13F filing for Q2 2026・No. 3,184
- Holdings
- US$711.72M
- Quarter change
- +US$65.47M
- Entries
- 211
- Net bought (estimate)
- +US$25.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 14
- Cut 95
- Added 74
- Corporate actions 2
- Unchanged 13
Largest holdings
211 stocks worth US$711.72M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 139,881 | US$40.48M | 5.69% |
| NVDANvidiaCOM | Cut | 119,956 | US$24M | 3.37% |
| J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | Added | 380,856 | US$23.41M | 3.29% |
| WMTWALMART INCCOM | Added | 199,823 | US$22.63M | 3.18% |
| AMZNAmazonCOM | Cut | 90,105 | US$21.48M | 3.02% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 37,392 | US$18.71M | 2.63% |
| QQQInvesco QQQUNIT SER 1 | Cut | 25,134 | US$18.51M | 2.60% |
| MSFTMicrosoftCOM | Cut | 42,979 | US$16.03M | 2.25% |
| CATCATERPILLAR INCCOM | Cut | 14,886 | US$15.85M | 2.23% |
| KOCOCA COLA COCOM | Cut | 192,968 | US$15.68M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.