§ 13F · FUND PROFILE
Sage Investment Advisers LLC.
AUM · $149M (13F)Positions · 98Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 31K | $21M | — | — |
| 2 | IAU | ISHARES GOLD TR | 95K | $7M | — | — |
| 3 | VXUS | VANGUARD STAR FDS | 69K | $6M | — | — |
| 4 | V | VISA INC | 16K | $5M | — | — |
| 5 | BSV | VANGUARD BD INDEX FDS | 66K | $5M | — | — |
| 6 | BND | VANGUARD BD INDEX FDS | 57K | $4M | — | — |
| 7 | IVE | ISHARES TR | 18K | $4M | — | — |
| 8 | JPM | JPMORGAN CHASE & CO | 12K | $4M | — | — |
| 9 | CVX | CHEVRON CORPORATION | 23K | $4M | — | — |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 13K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Investment Advisers LLC is a Other fund managing $149 million in assets. The fund runs a portfolio of 98 positions.
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