§ 13F · FUND PROFILE
SAGE FINANCIAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1354.6T (13F)Positions · 101Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37.1T 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 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 23.84M | $641.4T | 42.4% | −5% |
| 2 | IJH | ISHARES TR | 1.41M | $93.2T | 6.2% | +3% |
| 3 | IJR | ISHARES TR | 592K | $71.2T | 4.7% | +2% |
| 4 | VUG | VANGUARD INDEX FDS | 144K | $70.3T | 4.7% | −3% |
| 5 | VTV | VANGUARD INDEX FDS | 353K | $67.5T | 4.5% | −2% |
| 6 | VOO | VANGUARD INDEX FDS | 82K | $51.2T | 3.4% | ±0% |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | 665K | $48.9T | 3.2% | +7% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 808K | $43.4T | 2.9% | +6% |
| 9 | VV | VANGUARD INDEX FDS | 111K | $34.8T | 2.3% | −3% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 173K | $33.2T | 2.2% | NEW |
§ 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 $1354621.3 trillion in assets. The fund runs a portfolio of 101 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