§ 13F · FUND PROFILE
Sagace Wealth Management LLC.
AUM · $159M (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$572K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 117K | $10M | 6.0% | +2% |
| 2 | VO | VANGUARD INDEX FDS | 119K | $10M | 6.0% | +300% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 35K | $7M | 4.6% | +1% |
| 4 | BIV | VANGUARD BD INDEX FDS | 83K | $6M | 4.0% | −1% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 82K | $6M | 3.7% | −1% |
| 6 | VXUS | VANGUARD STAR FDS | 64K | $5M | 3.4% | ±0% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 112K | $5M | 3.4% | −2% |
| 8 | VOO | VANGUARD INDEX FDS | 8K | $5M | 3.3% | +2% |
| 9 | VOT | VANGUARD INDEX FDS | 16K | $5M | 3.0% | −3% |
| 10 | SCHP | SCHWAB STRATEGIC TR | 182K | $5M | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGACE SIGNAL
AC read
Sagace Wealth Management LLC is a Other fund managing $159 million in assets. The fund runs a portfolio of 74 positions.
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