SageView Advisory Group, LLC
CIK 1914558
13F filing for Q2 2026・No. 1,270
- Holdings
- US$3.05B
- Quarter change
- +US$314.89M
- Entries
- 615
- Net bought (estimate)
- +US$55.78M
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 54
- Sold out 23
- Cut 337
- Added 180
- Corporate actions 2
- Unchanged 44
Largest holdings
615 stocks worth US$3.05B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE US AGGBD ET | Cut | 3,533,005 | US$349.7M | 11.46% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | Cut | 2,764,707 | US$293.92M | 9.63% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Cut | 1,931,426 | US$246.86M | 8.09% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Cut | 6,255,699 | US$173.28M | 5.68% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Cut | 638,507 | US$157.21M | 5.15% |
| SCHWAB STRATEGIC TREMRG MKTEQ ETF | Cut | 3,169,433 | US$114.92M | 3.77% |
| ISHARES TRCORE INTL AGGR | Cut | 2,023,152 | US$102.37M | 3.35% |
| ISHARES TRGLOBAL REIT ETF | Cut | 3,241,966 | US$89.54M | 2.93% |
| SCHWAB STRATEGIC TRINTL SCEQT ETF | Cut | 1,703,083 | US$81.95M | 2.69% |
| IVVISHARES TRCORE S&P500 ETF | Added | 93,564 | US$70.07M | 2.30% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.