Sage Financial Group
$1.8B 13F equity value
112 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sage Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 23,002,052 | $677M | 37.5% |
| IJH | ISHARES TR | 1,488,196 | $115M | 6.4% |
| IJR | ISHARES TR | 622,538 | $92M | 5.1% |
| RSP | INVESCO EXCHANGE TRADED FD T | 407,650 | $87M | 4.8% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,306,682 | $78M | 4.3% |
| VTV | VANGUARD INDEX FDS | 349,814 | $76M | 4.2% |
| VUG | VANGUARD INDEX FDS | 817,902 | $70M | 3.9% |
| VEU | VANGUARD INTL EQUITY INDEX F | 752,152 | $63M | 3.5% |
| VOO | VANGUARD INDEX FDS | 81,282 | $56M | 3.1% |
| SCHM | SCHWAB STRATEGIC TR | 1,005,202 | $37M | 2.1% |
Track Sage Financial Group's 13F portfolio: $1.8B in reported holdings, 112 positions. Top holdings and quarterly changes on SentiSense.
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