SAGE PRIVATE WEALTH GROUP, LLC

DOSSIER · 13F-HR · Q2 2026

SAGE PRIVATE WEALTH GROUP, LLC

$222M in tracked AUM across 100 positions as of Q2 2026.

SP

CIK 0001845635 · last filed Jun 30, 2026

Total AUM

$222M

as of Q2 2026

Holdings

100

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

SAGE PRIVATE WEALTH GROUP, 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

AIRR

First Trust - American Industrial Renaissance ETF

$28M207K12.4%02

FDT

FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND

$23M239K10.2%03

CGDV

Capital Group Dividend Value ETF

$20M410K9.1%04

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

$19M673K8.4%05

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

$16M534K7.4%06

IAU

iShares Gold Trust

$15M205K7.0%07

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST