DOSSIER · 13F-HR · Q4 2025
SageView Advisory Group, LLC
SageView Advisory's family office based in London, UK — $3.0B in tracked AUM across 2,610 positions as of Q4 2025.
SA
SageView Advisory·London, UK·Family Office
CIK 0001914558 · last filed Dec 31, 2025
AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of SageView Advisory Group, LLC 13F Filing
Portfolio Overview
SageView Advisory Group, LLC manages a substantial and diversified portfolio valued at approximately $2.90 billion as of the reporting period ended September 30, 2025. This represents a solid growth of 9.6% from the previous quarter's value of $2.64 billion. The portfolio is characterized by a high degree of diversification, comprising 643 total holdings. The firm’s strategy appears to be a "core-satellit...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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