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

Sage Investment Advisers LLC

$149M in tracked AUM across 98 positions as of Q2 2026.

SI
CIK 0001925418 · last filed Jun 30, 2026
Total AUM
$149M
as of Q2 2026
Holdings
98
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sage Investment Advisers 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
VOO
VANGUARD INDEX FDS
$21M31K14.3%02
IAU
ISHARES GOLD TR
$7M95K4.8%03
VXUS
VANGUARD STAR FDS
$6M69K4.0%04
V
VISA INC
$5M16K3.6%05
BSV
VANGUARD BD INDEX FDS
$5M66K3.5%06
BND
VANGUARD BD INDEX FDS
$4M57K2.8%07
IVE
ISHARES TR
$4M18K2.8%08
JPM
JPMORGAN CHASE & CO
$4M12K2.7%09
CVX
CHEVRON CORPORATION
$4M23K2.6%10
IBM
INTERNATIONAL BUSINESS MACHS
$4M13K2.5%

Filing history

2026Q2Jun 30
$149M▲ 10.1%
98 positionsView →2026Q1Mar 31
$135M▲ 1.2%
89 positionsView →2025Q4Dec 31
$133M▲ 39.7%
86 positionsView →2024Q3Sep 30
$95M▲ 8.0%
74 positionsLocked2024Q2Jun 30
$88M▲ 1.4%
68 positionsLocked2024Q1Mar 31
$87M▲ 5.8%
67 positionsLocked2023Q4Dec 31
$82M▲ 13.1%
67 positionsLocked2023Q3Sep 30
$73M▼ 2.6%
61 positionsLocked2023Q2Jun 30
$75M▲ 0.0%
60 positionsLocked2023Q1Mar 31
$75M▲ 6.6%
62 positionsLocked2022Q4Dec 31
$70M▲ 10.7%
64 positionsLocked2022Q3Sep 30
$63M▼ 0.8%
58 positionsLocked
Showing 12 of 13