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

Sage Financial Management Group, Inc.

$364M in tracked AUM across 61 positions as of Q2 2026.

SF
CIK 0001762086 · last filed Jun 30, 2026
Total AUM
$364M
as of Q2 2026
Holdings
61
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sage Financial Management 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
IVV
ISHARES TR
$55M74K15.2%02
BIV
VANGUARD BD INDEX FDS
$55M712K15.0%03
VEU
VANGUARD INTL EQUITY INDEX F
$37M446K10.3%04
BSV
VANGUARD BD INDEX FDS
$33M419K9.0%05
SCHX
SCHWAB STRATEGIC TR
$28M951K7.7%06
SPYG
SPDR SERIES TRUST
$14M116K3.8%07
VCSH
VANGUARD SCOTTSDALE FDS
$12M147K3.2%08
IJH
ISHARES TR
$11M149K3.2%09
EFA
ISHARES TR
$11M106K3.0%10
SCHF
SCHWAB STRATEGIC TR
$11M389K3.0%

Filing history

2026Q2Jun 30
$364M▲ 11.9%
61 positionsView →2026Q1Mar 31
$325M▼ 0.6%
57 positionsView →2025Q4Dec 31
$327M▲ 4.5%
58 positionsView →2025Q3Sep 30
$313M▲ 8.4%
56 positionsLocked2025Q2Jun 30
$289M▲ 4.9%
55 positionsLocked2025Q1Mar 31
$276M▲ 2.0%
56 positionsLocked2024Q4Dec 31
$270M▲ 4.7%
54 positionsLocked2024Q3Sep 30
$258M▲ 683.7%
53 positionsLocked2024Q2Jun 30
$33M▼ 84.4%
14 positionsLocked2024Q1Mar 31
$211M▲ 13.3%
53 positionsLocked2023Q4Dec 31
$186M▲ 12.1%
45 positionsLocked2023Q3Sep 30
$166M▲ 898.0%
42 positionsLocked
Showing 12 of 23