§ 13F · FUND PROFILE
SAGE PRIVATE WEALTH GROUP, LLC.
AUM · $222M (13F)Positions · 100Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AIRR | First Trust - American Industrial Renaissance ETF | 207K | $28M | 12.4% | +5% |
| 2 | FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | 239K | $23M | 10.2% | +11% |
| 3 | CGDV | Capital Group Dividend Value ETF | 410K | $20M | 9.1% | −3% |
| 4 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 673K | $19M | 8.4% | −2% |
| 5 | DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 534K | $16M | 7.4% | +8% |
| 6 | IAU | iShares Gold Trust | 205K | $15M | 7.0% | +10% |
| 7 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 180K | $14M | 6.4% | +9% |
| 8 | NLR | VANECK URANIUM AND NUCLEAR ETF | 109K | $13M | 5.7% | +15% |
| 9 | NVDA | NVIDIA CORPORATION COM | 52K | $10M | 4.7% | +1% |
| 10 | AAPL | APPLE INC COM | 17K | $5M | 2.2% | +4% |
§ 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 $222 million in assets. The fund runs a portfolio of 100 positions.
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