§ 13F · FUND PROFILE
Sage Financial Management Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $289.1B (13F)Positions · 55Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$443.6B 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 75K | $51.5T | 15.7% | +2% |
| 2 | BIV | VANGUARD BD INDEX FDS | 643K | $50.0T | 15.3% | +4% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 445K | $32.8T | 10.0% | +2% |
| 4 | BSV | VANGUARD BD INDEX FDS | 355K | $28.0T | 8.6% | +12% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 951K | $25.6T | 7.8% | ±0% |
| 6 | SPYG | SPDR SERIES TRUST | 122K | $13.0T | 4.0% | ±0% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 137K | $10.9T | 3.3% | +3% |
| 8 | EFA | ISHARES TR | 107K | $10.3T | 3.1% | −1% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 308K | $10.0T | 3.1% | −1% |
| 10 | IJH | ISHARES TR | 145K | $9.5T | 2.9% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Financial Management Group, Inc. is a Other fund managing $289.1 trillion in assets. The fund runs a portfolio of 55 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