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

SAGE PRIVATE WEALTH GROUP, LLC

SAGE PRIVATE WEALTH's asset manager based in Omaha, NE — $199M in tracked AUM across 97 positions as of Q1 2026.

SP
SAGE PRIVATE WEALTH·Omaha, NE·Asset Manager
CIK 0001845635 · last filed Mar 31, 2026
Total AUM
$199M
▼ 16.3%
vs prior
Holdings
97
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SAGE PRIVATE WEALTH GROUP, 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
AIRR
First Trust - American Industrial Renaissance ETF
$22M197K11.0%
02
FDT
FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
$19M216K9.4%
03
CGDV
Capital Group Dividend Value ETF
$18M421K9.0%
04
IAU
iShares Gold Trust
$16M187K8.3%
05
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$16M686K8.2%
06
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$15M166K7.7%
07
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
$15M495K7.5%
08
NLR
VANECK URANIUM AND NUCLEAR ETF
$13M95K6.4%
09
NVDA
NVIDIA CORPORATION COM
$9M52K4.5%
10
AAPL
APPLE INC COM
$4M17K2.1%

Filing history

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