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Sagace Wealth Management

Latest statistics and disclosures from Sagace Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCIT, VO, RSP, BIV, BNDX, and represent 24.53% of Sagace Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BNDX (+$5.5M), VWOB, SCHD, IDV, TDIV, JCI, NEM, VCSH, ETN, NEE.
Started 9 new stock positions in IDV, JCI, NEM, ETN, SCHD, VWOB, NEE, BNDX, LMT.
Reduced shares in these 10 stocks: VCLT, BLV, VIG, EFV, SRLN, VUG, PFF, VCIT, UBER, ADSK.
Sold out of its positions in ADSK, CAN, CRWD, GILD, UBER, VIG.
Sagace Wealth Management was a net buyer of stock by $1.5M.
Sagace Wealth Management has $149M in assets under management (AUM), dropping by 1.70%.
Central Index Key (CIK): 0002027449

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Portfolio Holdings for Sagace Wealth Management

Sagace Wealth Management holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	6.3	$9.5M	-4%	114k	82.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.7	$8.6M		30k	287.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.4	$6.6M	-2%	34k	191.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.3	$6.5M		84k	77.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.7	$5.5M	NEW	115k	48.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$5.3M	-2%	82k	64.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.3	$4.9M		185k	26.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.3	$4.9M		64k	77.11	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.1	$4.6M	-36%	61k	74.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$4.5M		7.6k	597.55	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.8	$4.2M		16k	257.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$4.1M		16k	261.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.7	$4.0M	+2%	36k	111.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.6	$3.9M		49k	79.56	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.6	$3.9M	-11%	127k	30.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.4	$3.6M		35k	103.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.2	$3.3M		66k	49.95	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.1	$3.2M	+16%	34k	93.66	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$3.0M	-3%	34k	88.16	View chart
Digital Realty Trust (DLR)	1.9	$2.9M		16k	180.21	View chart
Apple Call Option (AAPL)	1.9	$2.9M	+5%	11k	253.79	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.9	$2.8M	-38%	41k	68.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.9	$2.8M	-2%	15k	184.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.8	$2.6M		123k	21.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$2.5M	+12%	32k	79.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$2.4M	+2%	30k	80.58	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.6	$2.3M	NEW	36k	65.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$2.3M		43k	54.05	View chart
Vanguard World Materials Etf (VAW)	1.5	$2.3M		10k	225.34	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$2.2M	-19%	5.1k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$2.0M	-9%	10k	196.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$1.9M		3.3k	577.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.8M		12k	148.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$1.7M		5.6k	302.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.7M	NEW	54k	30.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$1.5M	-5%	19k	78.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.0	$1.4M	-7%	37k	38.42	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.9	$1.3M	NEW	30k	42.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.2M	-50%	17k	74.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.8	$1.2M	-2%	16k	75.19	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.8	$1.2M	-33%	30k	40.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.0M		4.7k	217.25	View chart
Amazon (AMZN)	0.4	$652k	-2%	3.1k	208.27	View chart
Netflix (NFLX)	0.4	$606k	+26%	6.3k	96.15	View chart
Exxon Mobil Corporation (XOM)	0.3	$484k	-17%	2.9k	169.66	View chart
Broadcom (AVGO)	0.3	$471k	-10%	1.5k	309.51	View chart
Johnson & Johnson (JNJ)	0.3	$458k	-22%	1.9k	244.44	View chart
Citigroup Com New (C)	0.3	$434k		3.8k	113.41	View chart
Meta Platforms Cl A (META)	0.3	$421k	-14%	735.00	572.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$411k	+7%	858.00	479.20	View chart
Visa Com Cl A (V)	0.3	$409k	+2%	1.4k	302.24	View chart
International Business Machines (IBM)	0.2	$370k	+3%	1.5k	242.39	View chart
Microsoft Corporation (MSFT)	0.2	$352k	-6%	951.00	370.17	View chart
Johnson Controls Internation SHS (JCI)	0.2	$329k	NEW	2.5k	130.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$316k		2.8k	113.11	View chart
Newmont Mining Corporation (NEM)	0.2	$315k	NEW	2.9k	108.25	View chart
Procter & Gamble Company (PG)	0.2	$305k	-2%	2.1k	144.44	View chart
Home Depot (HD)	0.2	$290k	-2%	881.00	328.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$283k		1.3k	211.15	View chart
Cisco Systems (CSCO)	0.2	$281k	-17%	3.6k	77.59	View chart
Ge Vernova (GEV)	0.2	$272k	-3%	311.00	872.90	View chart
Eaton Corp SHS (ETN)	0.2	$269k	NEW	752.00	357.67	View chart
Parker-Hannifin Corporation (PH)	0.2	$238k		266.00	895.24	View chart
Nextera Energy (NEE)	0.2	$234k	NEW	2.5k	92.88	View chart
Lockheed Martin Corporation (LMT)	0.1	$208k	NEW	344.00	604.39	View chart
3M Company (MMM)	0.1	$208k	-11%	1.4k	145.23	View chart
Caterpillar (CAT)	0.1	$207k	-29%	292.00	708.46	View chart
Ge Aerospace Com New (GE)	0.1	$204k	-4%	720.00	283.77	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$200k	-33%	4.3k	46.23	View chart

Past Filings by Sagace Wealth Management

SEC 13F filings are viewable for Sagace Wealth Management going back to 2024

Sagace Wealth Management 2026 Q1 filed April 29, 2026
Sagace Wealth Management 2025 Q4 filed Feb. 2, 2026
Sagace Wealth Management 2025 Q3 filed Oct. 15, 2025
Sagace Wealth Management 2025 Q2 filed July 28, 2025
Sagace Wealth Management 2025 Q1 filed April 15, 2025
Sagace Wealth Management 2024 Q4 filed Jan. 14, 2025
Sagace Wealth Management 2024 Q3 filed Oct. 15, 2024
Sagace Wealth Management 2024 Q2 filed July 23, 2024

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