§ 13F · FUND PROFILE
Sage Advisory Services, Ltd.Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $183.6T (13F)Positions · 43Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.7T 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 JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 35K | $23.6T | 12.9% | +36% |
| 2 | SPYG | SPDR SERIES TRUST | 142K | $15.1T | 8.2% | −24% |
| 3 | SPDW | SPDR INDEX SHS FDS | 283K | $12.6T | 6.9% | +49% |
| 4 | PSK | SPDR SERIES TRUST | 346K | $10.9T | 6.0% | −5% |
| 5 | JMBS | JANUS DETROIT STR TR | 231K | $10.6T | 5.8% | +23% |
| 6 | IEFA | ISHARES TR | 114K | $10.2T | 5.5% | −17% |
| 7 | FLBL | FRANKLIN TEMPLETON ETF TR | 390K | $9.1T | 5.0% | ±0% |
| 8 | USHY | ISHARES TR | 229K | $8.6T | 4.7% | −6% |
| 9 | IJR | ISHARES TR | 61K | $7.3T | 4.0% | ±0% |
| 10 | IEMG | ISHARES INC | 83K | $5.6T | 3.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Advisory Services, Ltd.Co. is a Other fund managing $183577.0 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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