13F Insight
DOSSIER · 13F-HR · Q1 2026

Sage Investment Advisers LLC

Sage Investment Advisers's asset manager based in Greenwich, CT — $135M in tracked AUM across 89 positions as of Q1 2026.

SI
Sage Investment Advisers·Greenwich, CT·Asset Manager
CIK 0001925418 · last filed Mar 31, 2026
Total AUM
$135M
▼ 8.7%
vs prior
Holdings
89
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sage Investment Advisers LLC 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$18M30K13.3%
02
IAU
ISHARES GOLD TR
$7M81K5.4%
03
VXUS
VANGUARD STAR FDS
$5M62K3.6%
04
V
VISA INC
$5M16K3.6%
05
CVX
CHEVRON CORPORATION
$5M24K3.5%
06
BND
VANGUARD BD INDEX FDS
$4M56K3.0%
07
LQD
ISHARES TR
$4M36K2.9%
08
GLD
SPDR GOLD TR
$4M9K2.9%
09
BSV
VANGUARD BD INDEX FDS
$4M50K2.9%
10
IVE
ISHARES TR
$4M18K2.7%

Filing history

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