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SageView Advisory Group

Latest statistics and disclosures from SageView Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, VONG, VONV, SCHF, VXF, and represent 39.14% of SageView Advisory Group's stock portfolio.
Added to shares of these 10 stocks: TCAF (+$19M), IDEV (+$12M), VTEB (+$12M), PSEP (+$7.6M), PAUG (+$7.4M), SPHY (+$5.4M), IUSB, VWOB, AGG, SCHX.
Started 52 new stock positions in VGT, EL, GDV, VTRS, BABA, COR, SYY, CPNG, EVR, ARKK.
Reduced shares in these 10 stocks: VONG (-$6.7M), POCT (-$5.4M), PNOV, BUFF, FAST, PMAY, KAPR, SCHE, BRK.B, SCHF.
Sold out of its positions in AWK, BAX, CMG, CL, DEO, FIS, FI, PMAY, KAPR, UMAR. PNOV, KMAY, LAZ, PYPL, PB, PEG, ROP, BIL, SAP, SHW, South State Corporation, TW, PARAA, Walgreen Boots Alliance.
SageView Advisory Group was a net buyer of stock by $150M.
SageView Advisory Group has $2.9B in assets under management (AUM), dropping by 9.61%.
Central Index Key (CIK): 0001914558

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Portfolio Holdings for SageView Advisory Group

SageView Advisory Group holds 643 positions in its portfolio as reported in the September 2025 quarterly 13F filing

SageView Advisory Group has 643 total positions. Only the first 250 positions are shown.

Sign up to view all of the SageView Advisory Group Sept. 30, 2025 positions
Download the SageView Advisory Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	11.6	$336M		3.4M	100.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.8	$254M	-2%	2.1M	120.50	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.5	$247M		2.8M	89.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.8	$167M		7.2M	23.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.5	$130M		620k	209.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	4.3	$124M		3.7M	33.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	3.5	$102M		2.0M	51.23	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.0	$87M		1.9M	45.51	View chart
Ishares Tr Global Reit Etf (REET)	2.7	$78M	+2%	3.0M	25.56	View chart
Apple (AAPL)	1.8	$51M	+7%	201k	254.63	View chart
Microsoft Corporation (MSFT)	1.3	$36M		70k	517.95	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$33M	+8%	313k	106.49	View chart
Spdr Series Trust Portfli High Yld (SPHY)	1.1	$32M	+20%	1.3M	23.94	View chart
NVIDIA Corporation (NVDA)	1.0	$30M	+4%	162k	186.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$29M	-2%	44k	669.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.8	$24M		251k	95.19	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.6	$19M	NEW	498k	37.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$18M	+16%	56k	328.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$18M		29k	612.37	View chart
Meta Platforms Cl A (META)	0.6	$18M	+16%	24k	734.39	View chart
Amazon (AMZN)	0.6	$16M	+4%	74k	219.57	View chart
Procter & Gamble Company (PG)	0.6	$16M	+7%	105k	153.65	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.6	$16M		66k	242.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$16M		178k	87.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$14M	+449%	280k	50.07	View chart
JPMorgan Chase & Co. (JPM)	0.5	$14M	-3%	44k	315.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$14M	+5%	56k	243.10	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$13M	+1243%	164k	80.17	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$12M		98k	118.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$12M	-6%	178k	65.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$12M		301k	38.57	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.4	$11M		172k	64.20	View chart
Ardent Health Partners (ARDT)	0.4	$11M		791k	13.25	View chart
Home Depot (HD)	0.4	$10M	+20%	26k	405.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$10M	+43%	16k	666.21	View chart
Broadcom (AVGO)	0.3	$9.8M		30k	329.91	View chart
Autodesk (ADSK)	0.3	$9.8M	-9%	31k	317.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$9.6M		31k	307.86	View chart
Eli Lilly & Co. (LLY)	0.3	$9.3M	+3%	12k	763.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$9.2M		124k	74.37	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$8.5M		80k	106.78	View chart
Abbvie (ABBV)	0.3	$8.4M	+61%	36k	231.54	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$8.4M		121k	69.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$8.3M	+34%	182k	45.60	View chart
Cisco Systems (CSCO)	0.3	$8.1M	+33%	118k	68.42	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$7.9M	+1416%	186k	42.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.3	$7.8M	+38%	184k	42.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$7.6M	NEW	176k	42.95	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.6M	+46%	67k	112.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$7.5M		176k	42.76	View chart
McDonald's Corporation (MCD)	0.3	$7.3M	+44%	24k	303.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$7.2M	-4%	76k	95.14	View chart
Philip Morris International (PM)	0.2	$7.0M	+49%	43k	162.20	View chart
Tesla Motors (TSLA)	0.2	$6.8M	+3%	15k	444.70	View chart
Visa Com Cl A (V)	0.2	$6.7M	-2%	20k	341.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$6.7M	-20%	13k	502.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$6.4M	-6%	87k	73.46	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$6.3M		38k	166.10	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$6.1M	+17%	92k	65.92	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.2	$6.0M		68k	88.74	View chart
Csw Industrials (CSW)	0.2	$6.0M	-10%	25k	242.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.9M	-10%	23k	254.27	View chart
Innovator Etfs Trust International Dv (IOCT)	0.2	$5.9M	+39%	173k	34.17	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$5.9M	+39%	184k	31.87	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.2	$5.9M	+39%	206k	28.40	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$5.8M	+602%	124k	46.71	View chart
Chevron Corporation (CVX)	0.2	$5.7M	+103%	37k	155.29	View chart
Johnson & Johnson (JNJ)	0.2	$5.6M	+38%	30k	185.42	View chart
Sempra Energy (SRE)	0.2	$5.5M		61k	89.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$5.4M	+314%	203k	26.34	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$5.1M		41k	125.95	View chart
Oracle Corporation (ORCL)	0.2	$5.1M	-5%	18k	281.24	View chart
Netflix (NFLX)	0.2	$5.1M	+11%	4.3k	1198.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$5.0M	+7%	52k	96.55	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$5.0M	+980%	75k	66.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.9M	-10%	25k	194.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.8M		10k	479.62	View chart
Wal-Mart Stores (WMT)	0.2	$4.7M		46k	103.06	View chart
Costco Wholesale Corporation (COST)	0.2	$4.7M	-6%	5.1k	925.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$4.6M		107k	43.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$4.6M	-4%	39k	118.83	View chart
Bank of America Corporation (BAC)	0.2	$4.5M	+7%	88k	51.59	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.5M	-10%	32k	140.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.5M		7.5k	600.31	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.5M	+42%	25k	183.73	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$4.5M	+342%	191k	23.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.5M	+24%	74k	59.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.4M	+90%	56k	78.91	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$4.3M	+7%	90k	48.03	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$4.3M	+142%	169k	25.47	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.3M	-3%	80k	54.09	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$4.3M	+148%	164k	26.00	View chart
Pepsi (PEP)	0.1	$4.2M	+80%	30k	140.44	View chart
Ge Aerospace Com New (GE)	0.1	$4.2M	-3%	14k	300.84	View chart
UnitedHealth (UNH)	0.1	$4.2M	+52%	12k	345.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.1M	+2%	49k	84.11	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$4.1M		30k	135.65	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.0M	+7%	79k	50.90	View chart
Trane Technologies SHS (TT)	0.1	$4.0M	-3%	9.5k	421.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.9M	-18%	59k	67.51	View chart
Merck & Co (MRK)	0.1	$3.8M	+95%	46k	83.93	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.8M		93k	41.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.8M	+8%	20k	186.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.7M	+131%	17k	215.79	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.7M		114k	32.79	View chart
Quanta Services (PWR)	0.1	$3.7M	-2%	9.0k	414.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.7M	-3%	45k	81.19	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.5M		12k	293.80	View chart
Abbott Laboratories (ABT)	0.1	$3.5M		26k	133.94	View chart
Dominion Resources (D)	0.1	$3.4M	+100%	56k	61.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.4M	+6%	14k	243.56	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.4M	+2%	6.0k	568.86	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.4M		37k	92.98	View chart
Metropcs Communications (TMUS)	0.1	$3.3M		14k	239.39	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$3.3M		30k	108.70	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$3.2M	+16%	108k	29.15	View chart
International Business Machines (IBM)	0.1	$3.2M		11k	282.16	View chart
Novartis Sponsored Adr (NVS)	0.1	$3.1M	NEW	25k	128.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.1M	-6%	119k	25.71	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.1	$3.1M	+37%	99k	31.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.1M		12k	256.46	View chart
Us Bancorp Del Com New (USB)	0.1	$3.1M	+89%	63k	48.33	View chart
Coca-Cola Company (KO)	0.1	$3.0M	+65%	46k	66.32	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$3.0M		63k	48.19	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$3.0M		58k	52.28	View chart
Cme (CME)	0.1	$3.0M	+165%	11k	270.19	View chart
Cintas Corporation (CTAS)	0.1	$2.9M	-2%	14k	205.26	View chart
Amcor Ord (AMCR)	0.1	$2.8M	NEW	346k	8.18	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.8M		62k	45.84	View chart
At&t (T)	0.1	$2.8M	-4%	100k	28.24	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.8M		34k	82.58	View chart
Walt Disney Company (DIS)	0.1	$2.7M		24k	114.50	View chart
TJX Companies (TJX)	0.1	$2.7M	+7%	19k	144.54	View chart
Gilead Sciences (GILD)	0.1	$2.7M	+159%	24k	111.00	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.6M	+4%	28k	95.47	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M		15k	167.33	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.1	$2.5M	+93%	92k	27.29	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$2.5M	+14%	21k	119.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.5M	+130%	20k	123.74	View chart
American Express Company (AXP)	0.1	$2.4M		7.1k	332.16	View chart
Altria (MO)	0.1	$2.3M	+7%	36k	66.06	View chart
Medtronic SHS (MDT)	0.1	$2.3M	+164%	24k	95.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.3M	+10%	9.3k	241.96	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.3M	+34%	45k	49.83	View chart
Truist Financial Corp equities (TFC)	0.1	$2.2M	+417%	48k	45.72	View chart
Ishares Tr Esg Aware Msci (EGUS)	0.1	$2.2M		42k	51.59	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$2.2M	NEW	125k	17.27	View chart
Synopsys (SNPS)	0.1	$2.1M	-10%	4.3k	493.39	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$2.1M	+4%	65k	31.45	View chart
The Trade Desk Com Cl A (TTD)	0.1	$2.0M		42k	49.01	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.0M		19k	108.96	View chart
Corning Incorporated (GLW)	0.1	$2.0M		25k	82.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.0M		53k	37.77	View chart
Palo Alto Networks (PANW)	0.1	$2.0M	-6%	9.8k	203.63	View chart
Capital One Financial (COF)	0.1	$2.0M		9.4k	212.58	View chart
Linde SHS (LIN)	0.1	$2.0M		4.2k	475.04	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.9M		3.2k	609.34	View chart
Southern Company (SO)	0.1	$1.9M	+352%	21k	94.77	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.9M		81k	23.85	View chart
Fastenal Company (FAST)	0.1	$1.9M	-56%	39k	49.04	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.9M		7.0k	273.67	View chart
Verizon Communications (VZ)	0.1	$1.9M	+11%	43k	43.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M		6.5k	293.72	View chart
salesforce (CRM)	0.1	$1.9M	-20%	8.0k	237.02	View chart
Eaton Corp SHS (ETN)	0.1	$1.9M		5.0k	374.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.9M	+20%	20k	93.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.9M		58k	31.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.9M	+255%	69k	26.95	View chart
Deere & Company (DE)	0.1	$1.8M	-2%	4.0k	457.22	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$1.8M		55k	33.02	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.8M	NEW	24k	76.72	View chart
Lowe's Companies (LOW)	0.1	$1.8M	+3%	7.2k	251.31	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.8M		41k	44.10	View chart
Exelon Corporation (EXC)	0.1	$1.8M	+257%	40k	45.01	View chart
Nextera Energy (NEE)	0.1	$1.8M	-4%	24k	75.49	View chart
Norfolk Southern (NSC)	0.1	$1.8M	+3%	5.9k	300.44	View chart
Emerson Electric (EMR)	0.1	$1.8M	+271%	14k	131.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.8M		12k	145.66	View chart
Goldman Sachs (GS)	0.1	$1.8M	+2%	2.2k	796.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.7M	+9%	22k	79.93	View chart
Constellation Energy (CEG)	0.1	$1.7M		5.3k	329.11	View chart
Blackrock (BLK)	0.1	$1.7M	+2%	1.5k	1166.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.7M	-3%	9.8k	174.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.7M	-32%	54k	31.62	View chart
Ge Vernova (GEV)	0.1	$1.7M	-9%	2.8k	614.94	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.7M		20k	84.83	View chart
Amgen (AMGN)	0.1	$1.7M	-29%	6.0k	282.22	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.7M		44k	38.43	View chart
Prudential Financial (PRU)	0.1	$1.7M	+409%	16k	103.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.6M	-2%	21k	76.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M	-4%	3.3k	499.23	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.1	$1.6M	NEW	38k	42.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M	+8%	3.4k	468.43	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.6M		38k	42.23	View chart
Manulife Finl Corp (MFC)	0.1	$1.6M	NEW	51k	31.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.6M	-2%	50k	31.91	View chart
L3harris Technologies (LHX)	0.1	$1.6M		5.1k	305.39	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$1.5M	NEW	139k	11.09	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M	-11%	2.0k	758.22	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.5M	+16%	30k	51.09	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$1.5M		32k	48.22	View chart
Air Products & Chemicals (APD)	0.1	$1.5M	+13%	5.6k	272.74	View chart
Stryker Corporation (SYK)	0.1	$1.5M	+176%	4.1k	369.64	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.5M	+39%	8.3k	182.43	View chart
Pfizer (PFE)	0.1	$1.5M	+15%	59k	25.48	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	+2%	9.3k	161.79	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.5M	-6%	3.3k	447.23	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.5M	-10%	4.2k	352.71	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.5M	-11%	12k	125.05	View chart
Progressive Corporation (PGR)	0.1	$1.5M		5.9k	246.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.5M		19k	78.90	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	+13%	17k	83.82	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.5M	+8%	3.0k	485.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.5M		10k	139.68	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.4M	+28%	14k	100.69	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$1.4M	NEW	31k	47.20	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$1.4M	-66%	29k	48.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$1.4M	-2%	29k	49.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$1.4M		14k	99.11	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.4M	NEW	26k	55.49	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.4M	+2%	7.3k	192.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$1.4M		26k	54.18	View chart
Te Connectivity Ord Shs (TEL)	0.0	$1.4M		6.4k	219.54	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$1.4M	-10%	37k	37.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.4M	-11%	3.9k	355.43	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$1.4M		14k	97.99	View chart
Servicenow (NOW)	0.0	$1.4M	-12%	1.5k	920.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.4M	+11%	7.9k	170.84	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$1.3M	-4%	43k	31.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$1.3M	+59%	23k	58.21	View chart
McKesson Corporation (MCK)	0.0	$1.3M	+13%	1.7k	772.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$1.3M	-2%	18k	73.48	View chart
Honeywell International (HON)	0.0	$1.3M	-9%	6.1k	210.48	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.3M	-14%	3.3k	391.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$1.3M	-18%	16k	82.96	View chart
Cincinnati Financial Corporation (CINF)	0.0	$1.3M		8.0k	158.09	View chart
CECO Environmental (CECO)	0.0	$1.2M	-18%	24k	51.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.2M		6.5k	189.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$1.2M		38k	32.07	View chart
Adient Ord Shs (ADNT)	0.0	$1.2M		51k	24.08	View chart
S&p Global (SPGI)	0.0	$1.2M	-5%	2.5k	486.81	View chart
Howmet Aerospace (HWM)	0.0	$1.2M	-3%	6.2k	196.22	View chart
Paychex (PAYX)	0.0	$1.2M		9.5k	126.76	View chart
CVS Caremark Corporation (CVS)	0.0	$1.2M	+2%	16k	75.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.2M	NEW	10k	113.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.2M		5.7k	206.51	View chart
Kroger (KR)	0.0	$1.2M	+8%	17k	67.41	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$1.2M	-7%	30k	38.67	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$1.2M	+11%	9.0k	130.28	View chart
Citigroup Com New (C)	0.0	$1.2M	+11%	11k	101.50	View chart

Past Filings by SageView Advisory Group

SEC 13F filings are viewable for SageView Advisory Group going back to 2022

SageView Advisory Group 2025 Q3 filed Nov. 13, 2025
SageView Advisory Group 2025 Q2 filed Aug. 13, 2025
SageView Advisory Group 2025 Q1 filed May 19, 2025
SageView Advisory Group 2024 Q4 filed Feb. 13, 2025
SageView Advisory Group 2024 Q3 filed Nov. 14, 2024
SageView Advisory Group 2024 Q2 restated filed Aug. 15, 2024
SageView Advisory Group 2024 Q2 filed Aug. 12, 2024
SageView Advisory Group 2024 Q1 filed May 9, 2024
SageView Advisory Group 2023 Q4 restated filed March 6, 2024
SageView Advisory Group 2023 Q4 restated filed Feb. 16, 2024
SageView Advisory Group 2023 Q4 filed Feb. 9, 2024
SageView Advisory Group 2023 Q3 filed Nov. 3, 2023
SageView Advisory Group 2023 Q2 filed Aug. 11, 2023
SageView Advisory Group 2023 Q1 filed May 2, 2023
SageView Advisory Group 2022 Q4 filed Feb. 15, 2023

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