§ 13F · FUND PROFILE
SageGuard Financial Group, LLC.
AUM · $712M (13F)Positions · 211Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 140K | $40M | 5.7% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 120K | $24M | 3.4% | −6% |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | 381K | $23M | 3.3% | +8% |
| 4 | WMT | WALMART INC | 200K | $23M | 3.2% | +2% |
| 5 | AMZN | AMAZON COM INC | 90K | $21M | 3.0% | −4% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 37K | $19M | 2.6% | ±0% |
| 7 | QQQ | INVESCO QQQ TR | 25K | $19M | 2.6% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 43K | $16M | 2.3% | −14% |
| 9 | CAT | CATERPILLAR INC | 15K | $16M | 2.2% | −3% |
| 10 | KO | COCA COLA CO | 193K | $16M | 2.2% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGEGUARD SIGNAL
AC read
SageGuard Financial Group, LLC is a Other fund managing $712 million in assets. The fund runs a broad portfolio of 211 positions.
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