§ 13F · FUND PROFILE
SageView Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.9B (13F)Positions · 643Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$102M 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 FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 3.62M | $362M | 12.2% | +8% |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | 2.96M | $273M | 9.2% | +7% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 2.03M | $247M | 8.3% | −4% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 6.61M | $159M | 5.4% | −8% |
| 5 | VXF | VANGUARD INDEX FDS | 649K | $136M | 4.6% | +5% |
| 6 | SCHE | SCHWAB STRATEGIC TR | 3.36M | $110M | 3.7% | −9% |
| 7 | IAGG | ISHARES TR | 2.17M | $109M | 3.7% | +9% |
| 8 | REET | ISHARES TR | 3.28M | $82M | 2.8% | +8% |
| 9 | SCHC | SCHWAB STRATEGIC TR | 1.75M | $80M | 2.7% | −8% |
| 10 | AAPL | APPLE INC | 191K | $52M | 1.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGEVIEW SIGNAL
AC read
SageView Advisory Group, LLC is a Other fund managing $2.9 billion in assets. The fund runs a broad portfolio of 643 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 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