§ 13F · FUND PROFILE
SAGE FINANCIAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 97Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$636K 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 MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 23.11M | $593M | 38.5% | −3% |
| 2 | IJH | ISHARES TR | 1.45M | $98M | 6.4% | +3% |
| 3 | IJR | ISHARES TR | 606K | $75M | 4.9% | +2% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 370K | $71M | 4.6% | +114% |
| 5 | VTV | VANGUARD INDEX FDS | 354K | $69M | 4.5% | ±0% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 1.24M | $67M | 4.4% | +54% |
| 7 | VUG | VANGUARD INDEX FDS | 140K | $61M | 4.0% | −3% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 725K | $54M | 3.5% | +9% |
| 9 | VOO | VANGUARD INDEX FDS | 82K | $49M | 3.2% | ±0% |
| 10 | VV | VANGUARD INDEX FDS | 108K | $32M | 2.1% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
SAGE FINANCIAL GROUP INC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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