SAGE FINANCIAL GROUP INC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$1.5T

Holdings

106

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
101
CATCATERPILLAR INC
400$229.0M0.02%
102
EWXSPDR INDEX SHS FDS
3,339$219.0M0.01%
103
ICLNISHARES TR
12,838$210.0M0.01%
104
VPUVANGUARD WORLD FD
1,110$205.0M0.01%
105
GSUSGOLDMAN SACHS ETF TR
2,180$205.0M0.01%
106
EIS*ISHARES INC
1,841$202.0M0.01%
PreviousPage 2 of 2