§ 13F · FUND PROFILE
Sagace Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $134M (13F)Positions · 62Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 114K | $9M | 6.3% | −4% |
| 2 | VO | VANGUARD INDEX FDS | 30K | $9M | 5.7% | ±0% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 34K | $7M | 4.4% | −3% |
| 4 | BIV | VANGUARD BD INDEX FDS | 84K | $6M | 4.3% | +1% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 115K | $6M | 3.7% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 82K | $5M | 3.5% | −3% |
| 7 | SCHP | SCHWAB STRATEGIC TR | 185K | $5M | 3.3% | +1% |
| 8 | VXUS | VANGUARD STAR FDS | 64K | $5M | 3.3% | −1% |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | 61K | $5M | 3.1% | −36% |
| 10 | VOO | VANGUARD INDEX FDS | 8K | $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 $134 million in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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