SAGE FINANCIAL GROUP INC
CIK 882119
13F filing for Q2 2026・No. 1,776
- Holdings
- US$1.78B
- Quarter change
- +US$238.66M
- Entries
- 110
- Net bought (estimate)
- +US$51.11M
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 5
- Sold out 2
- Cut 31
- Added 56
- Corporate actions 0
- Unchanged 18
Largest holdings
110 stocks worth US$1.81B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 23,002,052 | US$676.95M | 37.50% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,488,196 | US$114.75M | 6.36% |
| ISHARES TRCORE S&P SCP ETF | Added | 622,538 | US$92.33M | 5.11% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 407,650 | US$86.74M | 4.80% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 1,306,682 | US$78M | 4.32% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 349,814 | US$76.23M | 4.22% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 817,902 | US$70.45M | 3.90% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 752,152 | US$62.99M | 3.49% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 81,282 | US$55.83M | 3.09% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Added | 1,005,202 | US$37.06M | 2.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled October 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.