Sage Investment Advisers LLC
CIK: 0001925418SEC EDGAR →
Portfolio Value
$133K
Holdings
86
As of
Q4 2025
New Positions
86
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 77,830 | $6.3M | 4735.52% |
| 2 | VISA INC | 16,228 | $5.7M | 4266.24% |
| 3 | INTERNATIONAL BUSINESS MACHS | 13,846 | $4.1M | 3074.31% |
| 4 | JPMORGAN CHASE & CO. | 12,349 | $4.0M | 2982.85% |
| 5 | ISHARES TR | 18,715 | $4.0M | 2974.60% |
| 6 | ISHARES TR | 33,991 | $3.7M | 2807.43% |
| 7 | VANGUARD BD INDEX FDS | 47,242 | $3.7M | 2790.94% |
| 8 | VANGUARD BD INDEX FDS | 49,609 | $3.7M | 2754.21% |
| 9 | CHEVRON CORP NEW | 23,973 | $3.7M | 2738.46% |
| 10 | VANGUARD STAR FDS | 47,861 | $3.6M | 2706.23% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $52.2M | 49.0% |
| Unknown | 6 | $12.5M | 11.8% |
| Technology | 10 | $12.3M | 11.6% |
| Industrials | 12 | $12.3M | 11.5% |
| Communication Services | 6 | $7.4M | 7.0% |
| Energy | 2 | $3.9M | 3.6% |
| Healthcare | 3 | $1.9M | 1.7% |
| Consumer Cyclical | 6 | $1.8M | 1.7% |
| Consumer Defensive | 4 | $1.4M | 1.4% |
| Real Estate | 2 | $812K | 0.8% |
| Basic Materials | 2 | $54K | 0.1% |