13F Insight
DOSSIER · 13F-HR · Q2 2026

SAGE FINANCIAL GROUP INC

$1.8B in tracked AUM across 110 positions as of Q2 2026.

SF
CIK 0000882119 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
110
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SAGE FINANCIAL GROUP INC 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
SCHX
SCHWAB STRATEGIC TR
$677M23.0M37.5%02
IJH
ISHARES TR
$115M1.5M6.4%03
IJR
ISHARES TR
$92M623K5.1%04
RSP
INVESCO EXCHANGE TRADED FD T
$87M408K4.8%05
VWO
VANGUARD INTL EQUITY INDEX F
$78M1.3M4.3%06
VTV
VANGUARD INDEX FDS
$76M350K4.2%07
VUG
VANGUARD INDEX FDS
$70M818K3.9%08
VEU
VANGUARD INTL EQUITY INDEX F
$63M752K3.5%09
VOO
VANGUARD INDEX FDS
$56M81K3.1%10
SCHM
SCHWAB STRATEGIC TR
$37M1.0M2.1%

Filing history

2026Q2Jun 30
$1.8B▲ 17.4%
110 positionsView →2026Q1Mar 31
$1.5B▲ 1.7%
107 positionsView →2025Q4Dec 31
$1.5B▲ 2.8%
106 positionsView →2025Q3Sep 30
$1.5B▲ 8.5%
97 positionsView →2025Q2Jun 30
$1.4B▲ 9.4%
101 positionsLocked2025Q1Mar 31
$1.2B▼ 0.3%
102 positionsLocked2024Q4Dec 31
$1.2B▲ 1.5%
100 positionsLocked2024Q3Sep 30
$1.2B▲ 6.0%
104 positionsLocked2024Q2Jun 30
$1.2B▲ 3.9%
101 positionsLocked2024Q1Mar 31
$1.1B▲ 8.2%
102 positionsLocked2023Q4Dec 31
$1.0B▲ 13.8%
101 positionsLocked2023Q3Sep 30
$902M▼ 4.6%
98 positionsLocked
Showing 12 of 47