What does SAGE FINANCIAL GROUP INC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

SAGE FINANCIAL GROUP INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$593M23.1M38.5%

ISHARES TR

$98M1.5M6.4%

ISHARES TR

$75M606K4.9%

INVESCO EXCHANGE TRADED FD T

$71M370K4.6%

VANGUARD INDEX FDS

$69M354K4.5%

VANGUARD INTL EQUITY INDEX F

$67M1.2M4.4%

VANGUARD INDEX FDS

$61M140K4.0%

VANGUARD INTL EQUITY INDEX F

$54M725K3.5%

VANGUARD INDEX FDS

$49M82K3.2%

VANGUARD INDEX FDS

$32M108K2.1%

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