DOSSIER · 13F-HR · Q2 2026

SageGuard Financial Group, LLC

$712M in tracked AUM across 211 positions as of Q2 2026.

SF
CIK 0001861378 · last filed Jun 30, 2026
Total AUM
$712M
as of Q2 2026
Holdings
211
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SageGuard Financial 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
AAPL
APPLE INC
$40M140K5.7%
02
NVDA
NVIDIA CORPORATION
$24M120K3.4%
03
JEPQ
J P MORGAN EXCHANGE TRADED F
$23M381K3.3%
04
WMT
WALMART INC
$23M200K3.2%
05
AMZN
AMAZON COM INC
$21M90K3.0%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$19M37K2.6%
07
QQQ
INVESCO QQQ TR
$19M25K2.6%
08
MSFT
MICROSOFT CORP
$16M43K2.3%
09
CAT
CATERPILLAR INC
$16M15K2.2%
10
KO
COCA COLA CO
$16M193K2.2%

Filing history

2026Q2Jun 30
$712M 10.1%
211 positionsView →
2026Q1Mar 31
$646M 2.9%
196 positionsView →
2025Q4Dec 31
$628M 9757.6%
177 positionsView →
2021Q3Sep 30
$6M 97.1%
15 positionsLocked
2021Q2Jun 30
$220M 2.5%
138 positionsLocked
2021Q1Mar 31
$215M 3.5%
131 positionsLocked
2020Q4Dec 31
$208M
123 positionsLocked