§ 13F · FUND PROFILE
SageView Advisory Group, LLC.
AUM · $3.1B (13F)Positions · 615Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 3.53M | $350M | 11.5% | −5% |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | 2.76M | $294M | 9.6% | −7% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 1.93M | $247M | 8.1% | −6% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 6.26M | $173M | 5.7% | −5% |
| 5 | VXF | VANGUARD INDEX FDS | 639K | $157M | 5.2% | −5% |
| 6 | SCHE | SCHWAB STRATEGIC TR | 3.17M | $115M | 3.8% | −6% |
| 7 | IAGG | ISHARES TR | 2.02M | $102M | 3.4% | −8% |
| 8 | REET | ISHARES TR | 3.24M | $90M | 2.9% | −4% |
| 9 | SCHC | SCHWAB STRATEGIC TR | 1.70M | $82M | 2.7% | −4% |
| 10 | IVV | ISHARES TR | 94K | $70M | 2.3% | +113% |
§ 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 $3.1 billion in assets. The fund runs a broad portfolio of 615 positions.
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