DOSSIER · 13F-HR · Q2 2026
SageView Advisory Group, LLC
$3.1B in tracked AUM across 615 positions as of Q2 2026.
SA
CIK 0001914558 · last filed Jun 30, 2026
AI Analysis · Q2 2026
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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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