DOSSIER · 13F-HR · Q2 2026

Sagace Wealth Management LLC

$159M in tracked AUM across 74 positions as of Q2 2026.

SW
CIK 0002027449 · last filed Jun 30, 2026
Total AUM
$159M
as of Q2 2026
Holdings
74
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sagace Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$10M117K6.0%
02
VO
VANGUARD INDEX FDS
$10M119K6.0%
03
RSP
INVESCO EXCHANGE TRADED FD T
$7M35K4.6%
04
BIV
VANGUARD BD INDEX FDS
$6M83K4.0%
05
VEA
VANGUARD TAX-MANAGED FDS
$6M82K3.7%
06
VXUS
VANGUARD STAR FDS
$5M64K3.4%
07
BNDX
VANGUARD CHARLOTTE FDS
$5M112K3.4%
08
VOO
VANGUARD INDEX FDS
$5M8K3.3%
09
VOT
VANGUARD INDEX FDS
$5M16K3.0%
10
SCHP
SCHWAB STRATEGIC TR
$5M182K3.0%

Filing history

2026Q2Jun 30
$159M 6.8%
74 positionsView →
2026Q1Mar 31
$149M 1.2%
75 positionsView →
2025Q4Dec 31
$147M 0.2%
71 positionsView →
2025Q3Sep 30
$147M 10.0%
69 positionsView →
2025Q2Jun 30
$134M 1.0%
62 positionsLocked
2025Q1Mar 31
$132M 1.0%
66 positionsLocked
2024Q4Dec 31
$134M 3.2%
63 positionsLocked
2024Q3Sep 30
$130M 26.8%
64 positionsLocked
2024Q2Jun 30
$102M
51 positionsLocked