§ 13F · FUND PROFILE
SageGuard Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 177Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$628.3T 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 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 145K | $39.4T | 6.3% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 141K | $26.3T | 4.2% | NEW |
| 3 | MSFT | MICROSOFT CORP | 53K | $25.8T | 4.1% | NEW |
| 4 | WMT | WALMART INC | 205K | $22.9T | 3.6% | NEW |
| 5 | AMZN | AMAZON COM INC | 97K | $22.4T | 3.6% | NEW |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | 366K | $21.3T | 3.4% | NEW |
| 7 | GLD | SPDR GOLD TR | 51K | $20.1T | 3.2% | NEW |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $19.8T | 3.2% | NEW |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 298K | $17.1T | 2.7% | NEW |
| 10 | KO | COCA COLA CO | 244K | $17.1T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGEGUARD SIGNAL
AC read
SageGuard Financial Group, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed