Sage Financial Management Group

Latest statistics and disclosures from Sage Financial Management Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, BIV, VEU, SCHX, BSV, and represent 57.11% of Sage Financial Management Group's stock portfolio.
  • Added to shares of these 10 stocks: BSV, IJH, BIV, VEU, IVV, SCHD, AAPL, GOOG, VCSH, ESGU.
  • Started 2 new stock positions in ESGU, GOOG.
  • Reduced shares in these 10 stocks: VOO, SCHX, SPYG, PG, SCHG, IJR, VV, VYM, SCHF, MDY.
  • Sold out of its position in PG.
  • Sage Financial Management Group was a net buyer of stock by $9.1M.
  • Sage Financial Management Group has $313M in assets under management (AUM), dropping by 8.36%.
  • Central Index Key (CIK): 0001762086

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Portfolio Holdings for Sage Financial Management Group

Sage Financial Management Group holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.7 $49M 74k 669.30
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Vanguard Bd Index Fds Intermed Term (BIV) 15.4 $48M +3% 620k 78.09
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.0 $31M +3% 437k 71.37
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.0 $25M 955k 26.34
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Vanguard Bd Index Fds Short Trm Bond (BSV) 8.0 $25M +16% 317k 78.91
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.1 $13M 122k 104.51
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $11M +2% 133k 79.93
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Ishares Tr Msci Eafe Etf (EFA) 3.2 $10M 109k 93.37
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.2 $9.9M 311k 31.91
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $9.1M 390k 23.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $8.9M -4% 15k 612.39
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Vanguard Whitehall Fds High Div Yld (VYM) 2.8 $8.7M 62k 140.95
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $8.1M +4% 296k 27.30
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Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $7.6M +47% 116k 65.26
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Vanguard Index Fds Large Cap Etf (VV) 2.2 $7.0M 23k 307.86
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $5.7M 40k 142.55
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $4.1M 137k 29.64
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Spdr Series Trust Portfolio S&p600 (SPSM) 1.0 $3.2M 69k 46.32
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $2.6M 4.3k 596.07
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.2M -5% 18k 118.83
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.1M 77k 27.90
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Vanguard Index Fds Growth Etf (VUG) 0.6 $1.8M +6% 3.8k 479.61
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.7M 34k 49.46
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Sherwin-Williams Company (SHW) 0.5 $1.6M 4.7k 346.26
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Ishares Tr National Mun Etf (MUB) 0.5 $1.4M 13k 106.49
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.4M +3% 60k 23.47
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Apple (AAPL) 0.4 $1.2M +29% 4.5k 254.60
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 8.9k 120.72
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Microsoft Corporation (MSFT) 0.3 $1.1M 2.1k 517.95
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $771k 1.2k 666.18
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $755k 4.6k 164.54
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Vanguard Index Fds Value Etf (VTV) 0.2 $616k 3.3k 186.49
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Johnson & Johnson (JNJ) 0.2 $598k 3.2k 185.42
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Union Pacific Corporation (UNP) 0.2 $512k 2.2k 236.37
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $509k 9.5k 53.40
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JPMorgan Chase & Co. (JPM) 0.1 $468k 1.5k 315.43
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $452k 7.9k 57.31
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International Business Machines (IBM) 0.1 $443k 1.6k 282.16
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $395k 1.3k 293.74
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $389k +14% 3.6k 106.78
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Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $382k 3.0k 125.95
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Chubb (CB) 0.1 $367k 1.3k 282.25
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $364k 4.8k 75.74
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $346k 5.9k 58.85
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Abbvie (ABBV) 0.1 $323k 1.4k 231.54
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $318k 3.3k 96.55
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $298k 1.4k 208.71
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Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $273k 11k 25.74
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $261k 877.00 297.62
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $257k -3% 1.8k 141.50
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Amazon (AMZN) 0.1 $247k 1.1k 219.57
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Alphabet Cap Stk Cl C (GOOG) 0.1 $234k NEW 960.00 243.55
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Mastercard Incorporated Cl A (MA) 0.1 $229k 403.00 568.81
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $224k 1.1k 206.51
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $204k NEW 1.4k 145.60
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Coca-Cola Company (KO) 0.1 $200k 3.0k 66.32
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Past Filings by Sage Financial Management Group

SEC 13F filings are viewable for Sage Financial Management Group going back to 2020

View all past filings