§ 13F · FUND PROFILE
Sagace Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133.8T (13F)Positions · 62Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$147.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 120K | $10.0T | 6.8% | NEW |
| 2 | VO | VANGUARD INDEX FDS | 30K | $8.7T | 5.9% | NEW |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | 96K | $7.3T | 5.0% | NEW |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 35K | $6.8T | 4.6% | NEW |
| 5 | BIV | VANGUARD BD INDEX FDS | 83K | $6.5T | 4.4% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 85K | $5.3T | 3.6% | NEW |
| 7 | VXUS | VANGUARD STAR FDS | 64K | $4.8T | 3.3% | NEW |
| 8 | SCHP | SCHWAB STRATEGIC TR | 182K | $4.8T | 3.3% | NEW |
| 9 | VOO | VANGUARD INDEX FDS | 8K | $4.8T | 3.3% | NEW |
| 10 | BLV | VANGUARD BD INDEX FDS | 66K | $4.6T | 3.1% | NEW |
§ 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 $133789.3 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed