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, BSV, SCHX, and represent 57.41% of Sage Financial Management Group's stock portfolio.
  • Added to shares of these 10 stocks: BSV, IJH, BIV, IVV, VEU, VYM, VCSH, GLD, SPSM, GOOGL.
  • Started 2 new stock positions in GOOGL, GLD.
  • Reduced shares in these 10 stocks: SCHD, EFA, SCHX, SCHG, MDY, SCHZ, SPYG, MUB, VOO, SCHF.
  • Sage Financial Management Group was a net buyer of stock by $9.5M.
  • Sage Financial Management Group has $327M in assets under management (AUM), dropping by 4.52%.
  • Central Index Key (CIK): 0001762086

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Portfolio Holdings for Sage Financial Management Group

Sage Financial Management Group holds 58 positions in its portfolio as reported in the December 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 $52M +2% 75k 684.94
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Vanguard Bd Index Fds Intermed Term (BIV) 15.3 $50M +3% 643k 77.88
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.0 $33M 446k 73.56
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Vanguard Bd Index Fds Short Trm Bond (BSV) 8.6 $28M +12% 355k 78.81
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.8 $26M 951k 26.91
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Spdr Series Trust State Street Spd (SPYG) 4.0 $13M 122k 106.70
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.3 $11M +2% 137k 79.73
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Ishares Tr Msci Eafe Etf (EFA) 3.1 $10M 107k 96.03
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $10M 308k 32.62
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Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $9.5M +24% 145k 66.00
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $9.4M 389k 24.04
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Vanguard Whitehall Fds High Div Yld (VYM) 2.8 $9.3M +5% 65k 143.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $9.0M 14k 627.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $7.8M -3% 285k 27.43
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Vanguard Index Fds Large Cap Etf (VV) 2.2 $7.2M 23k 314.80
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $5.9M +2% 41k 143.33
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $4.1M 137k 30.07
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Spdr Series Trust State Street Spd (SPSM) 1.1 $3.5M +6% 74k 46.86
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $2.5M -2% 4.2k 603.33
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.2M 77k 28.48
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.2M 18k 120.18
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Vanguard Index Fds Growth Etf (VUG) 0.6 $1.9M 3.9k 487.86
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.7M 35k 48.32
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Sherwin-Williams Company (SHW) 0.5 $1.5M 4.7k 324.03
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Ishares Tr National Mun Etf (MUB) 0.4 $1.4M -3% 13k 107.11
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.3M -4% 57k 23.37
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Apple (AAPL) 0.4 $1.2M 4.6k 271.84
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.1M 8.8k 123.26
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Microsoft Corporation (MSFT) 0.3 $1.1M +5% 2.2k 483.62
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $788k 1.2k 681.92
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $771k 4.6k 167.94
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Johnson & Johnson (JNJ) 0.2 $668k 3.2k 206.95
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Vanguard Index Fds Value Etf (VTV) 0.2 $631k 3.3k 190.99
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $521k 9.5k 54.71
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JPMorgan Chase & Co. (JPM) 0.2 $518k +8% 1.6k 322.22
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Union Pacific Corporation (UNP) 0.2 $501k 2.2k 231.32
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International Business Machines (IBM) 0.1 $465k 1.6k 296.21
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $440k -2% 7.6k 57.58
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $439k +12% 1.5k 290.22
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $422k +8% 4.0k 106.70
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Alphabet Cap Stk Cl C (GOOG) 0.1 $421k +39% 1.3k 313.80
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Chubb (CB) 0.1 $406k 1.3k 312.12
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Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $390k 3.0k 128.83
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $363k 4.8k 75.16
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $345k 5.9k 58.73
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Abbvie (ABBV) 0.1 $318k 1.4k 228.49
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $317k 3.3k 96.27
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $300k 1.4k 211.79
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Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $282k 11k 26.57
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $265k 877.00 302.11
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $256k 1.8k 141.16
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Amazon (AMZN) 0.1 $242k -6% 1.0k 230.82
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Spdr Gold Tr Gold Shs (GLD) 0.1 $233k NEW 587.00 396.31
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Mastercard Incorporated Cl A (MA) 0.1 $230k 403.00 570.88
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $227k 1.1k 212.07
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k NEW 674.00 313.00
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Coca-Cola Company (KO) 0.1 $211k 3.0k 69.91
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $208k 1.4k 148.98
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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