§ 13F · FUND PROFILE
SAGE PRIVATE WEALTH GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $180M (13F)Positions · 89Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M 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 MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AIRR | First Trust - American Industrial Renaissance ETF | 197K | $22M | 11.0% | ±0% |
| 2 | FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | 216K | $19M | 9.4% | +21% |
| 3 | CGDV | Capital Group Dividend Value ETF | 421K | $18M | 9.0% | NEW |
| 4 | IAU | iShares Gold Trust | 187K | $16M | 8.3% | ±0% |
| 5 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 686K | $16M | 8.2% | ±0% |
| 6 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 166K | $15M | 7.7% | −5% |
| 7 | DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 495K | $15M | 7.5% | ±0% |
| 8 | NLR | VANECK URANIUM AND NUCLEAR ETF | 95K | $13M | 6.4% | +10% |
| 9 | NVDA | NVIDIA CORPORATION COM | 52K | $9M | 4.5% | +144% |
| 10 | AAPL | APPLE INC COM | 17K | $4M | 2.1% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
SAGE PRIVATE WEALTH GROUP, LLC is a Other fund managing $180 million in assets. The fund runs a portfolio of 89 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