§ 13F · FUND PROFILE
Sageworth Trust Co of South Dakota.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106M (13F)Positions · 49Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD US TOTAL STOCK MKT SH | 67K | $21M | 17.0% | +1% |
| 2 | VOO | VANGUARD S&P 500 ETF | 22K | $13M | 10.3% | +1% |
| 3 | VXUS | VANGUARD TOTAL INTERNATIONAL S | 168K | $13M | 10.3% | −3% |
| 4 | — | DIMENSIONAL ETF TRUST INTERNAT | 205K | $7M | 5.8% | −1% |
| 5 | — | DIMENSIONAL ETF TRUST US CORE | 96K | $7M | 5.5% | ±0% |
| 6 | — | DIMENSIONAL U.S. SMALL CAP ETF | 83K | $6M | 4.7% | +1% |
| 7 | ACWI | ISHARES MSCI ACWI ETF | 31K | $4M | 3.4% | ±0% |
| 8 | — | DIMENSIONAL ETF TRUST EMERGING | 121K | $4M | 3.3% | ±0% |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKET | 58K | $4M | 2.9% | +1% |
| 10 | DFAU | DIMENSIONAL US CORE EQUITY MAR | 80K | $4M | 2.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGEWORTH SIGNAL
AC read
Sageworth Trust Co of South Dakota is a Other fund managing $106 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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