SAGE PRIVATE WEALTH GROUP, LLC

DOSSIER · 13F-HR · Q1 2026

SAGE PRIVATE WEALTH GROUP, LLC

$199M in tracked AUM across 97 positions as of Q1 2026.

SP

CIK 0001845635 · last filed Mar 31, 2026

Total AUM

$199M

as of Q1 2026

Holdings

97

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · 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