§ 13F · FUND PROFILE
Sage Investment Advisers LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 86Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$133.4T 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 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 29K | $18.4T | 13.8% | NEW |
| 2 | IAU | ISHARES GOLD TR | 78K | $6.3T | 4.7% | NEW |
| 3 | V | VISA INC | 16K | $5.7T | 4.3% | NEW |
| 4 | IBM | INTERNATIONAL BUSINESS MACHS | 14K | $4.1T | 3.1% | NEW |
| 5 | JPM | JPMORGAN CHASE & CO. | 12K | $4.0T | 3.0% | NEW |
| 6 | IVE | ISHARES TR | 19K | $4.0T | 3.0% | NEW |
| 7 | LQD | ISHARES TR | 34K | $3.7T | 2.8% | NEW |
| 8 | BSV | VANGUARD BD INDEX FDS | 47K | $3.7T | 2.8% | NEW |
| 9 | BND | VANGUARD BD INDEX FDS | 50K | $3.7T | 2.8% | NEW |
| 10 | CVX | CHEVRON CORP NEW | 24K | $3.7T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Investment Advisers LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed