§ 13F · FUND PROFILE
Sage Financial Management Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $313M (13F)Positions · 56Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$241K 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 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 670K | $52M | 15.9% | +4% |
| 2 | IVV | ISHARES TR | 75K | $49M | 15.0% | −1% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 441K | $33M | 10.2% | −1% |
| 4 | BSV | VANGUARD BD INDEX FDS | 378K | $30M | 9.1% | +6% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 953K | $24M | 7.5% | ±0% |
| 6 | SPYG | SPDR SERIES TRUST | 117K | $11M | 3.5% | −3% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 138K | $11M | 3.4% | +1% |
| 8 | EFA | ISHARES TR | 107K | $10M | 3.2% | ±0% |
| 9 | IJH | ISHARES TR | 148K | $10M | 3.1% | +2% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 389K | $10M | 3.0% | ±0% |
§ 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 $313 million in assets. The fund runs a portfolio of 56 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