§ 13F · FUND PROFILE
Sage Private Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156.1T (13F)Positions · 86Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$665.9B 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 JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AIRR | FIRST TR EXCHANGE TRADED FD | 198K | $19.5T | 10.5% | +2% |
| 2 | DGRW | WISDOMTREE TR | 218K | $19.5T | 10.5% | −1% |
| 3 | GRNY | TIDAL TRUST I | 687K | $17.0T | 9.1% | ±0% |
| 4 | IAU | ISHARES GOLD TR | 186K | $15.1T | 8.1% | +2% |
| 5 | GLDM | WORLD GOLD TR | 174K | $14.8T | 8.0% | +2% |
| 6 | FDT | FIRST TR EXCH TRD ALPHDX FD | 179K | $14.2T | 7.6% | +6% |
| 7 | DBMF | LITMAN GREGORY FDS TR | 494K | $13.9T | 7.5% | +2% |
| 8 | NLR | VANECK ETF TRUST | 87K | $10.7T | 5.8% | +7% |
| 9 | AAPL | APPLE INC | 15K | $4.1T | 2.2% | −1% |
| 10 | NVDA | NVIDIA CORPORATION | 21K | $4.0T | 2.1% | −11% |
§ 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 $156110.2 trillion in assets. The fund runs a portfolio of 86 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