DOSSIER · 13F-HR · Q1 2026

SageGuard Financial Group, LLC

$646M in tracked AUM across 196 positions as of Q1 2026.

SF
CIK 0001861378 · last filed Mar 31, 2026
Total AUM
$646M
as of Q1 2026
Holdings
196
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

SageGuard Financial 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
AAPL
APPLE INC
$36M143K5.6%
02
WMT
WALMART INC
$24M195K3.8%
03
NVDA
NVIDIA CORPORATION
$22M128K3.4%
04
JEPQ
J P MORGAN EXCHANGE TRADED F
$20M352K3.0%
05
AMZN
AMAZON COM INC
$19M94K3.0%
06
MSFT
MICROSOFT CORP
$19M50K2.9%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$18M37K2.8%
08
KO
COCA COLA CO
$16M212K2.5%
09
GLD
SPDR GOLD TR
$15M36K2.4%
10
COST
COSTCO WHOLESALE CORPORATION
$15M15K2.4%

Filing history

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