SageView Advisory Group
Latest statistics and disclosures from SageView Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, VONV, VONG, SCHF, VXF, and represent 39.77% of SageView Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$27M), VONV (+$18M), DDFO (+$10M), DDFD (+$9.6M), IAGG (+$8.9M), REET (+$6.1M), VXF (+$6.0M), EJAN, KOCT, NFLX.
- Started 1977 new stock positions in UPST, LEA, FRSH, VC, XPEV, ELS, WLK, IBN, CHYM, MTB.
- Reduced shares in these 10 stocks: SCHF (-$14M), SCHE (-$12M), VONG (-$9.7M), VOO (-$8.1M), PDEC (-$7.9M), PJUL (-$7.8M), SCHC (-$7.3M), HYD, SPY, EAPR.
- Sold out of its positions in BSEP, BJUN, KJUN, IMAR, KMAR, IPG, BCAL, Unilever, Amcor, LBTYA.
- SageView Advisory Group was a net buyer of stock by $39M.
- SageView Advisory Group has $3.0B in assets under management (AUM), dropping by 2.05%.
- Central Index Key (CIK): 0001914558
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Portfolio Holdings for SageView Advisory Group
SageView Advisory Group holds 2610 positions in its portfolio as reported in the December 2025 quarterly 13F filing
SageView Advisory Group has 2610 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SageView Advisory Group Dec. 31, 2025 positions
- Download the SageView Advisory Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 12.2 | $362M | +8% | 3.6M | 99.88 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 9.2 | $273M | +7% | 3.0M | 92.30 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 8.3 | $247M | -3% | 2.0M | 121.75 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.4 | $159M | -8% | 6.6M | 24.04 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 4.6 | $136M | +4% | 649k | 209.12 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 3.7 | $110M | -9% | 3.4M | 32.75 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 3.7 | $109M | +8% | 2.2M | 50.01 |
|
| Ishares Tr Global Reit Etf (REET) | 2.8 | $82M | +8% | 3.3M | 24.95 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.7 | $80M | -8% | 1.8M | 45.53 |
|
| Apple (AAPL) | 1.8 | $52M | -4% | 191k | 271.86 |
|
| Spdr Series Trust State Street Spd (SPHY) | 1.2 | $34M | +7% | 1.4M | 23.67 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $32M | -3% | 302k | 107.11 |
|
| Microsoft Corporation (MSFT) | 1.1 | $32M | -4% | 67k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $30M | 160k | 186.50 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $29M | -2% | 42k | 684.94 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $26M | +5% | 265k | 96.28 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $19M | 56k | 335.27 |
|
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.6 | $19M | -2% | 486k | 38.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $18M | +5% | 59k | 313.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $17M | +3% | 185k | 89.46 |
|
| Amazon (AMZN) | 0.6 | $17M | -3% | 71k | 230.82 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.6 | $16M | 65k | 248.69 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $14M | -3% | 101k | 143.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $14M | +20% | 215k | 66.00 |
|
| Meta Platforms Cl A (META) | 0.5 | $14M | -10% | 21k | 660.09 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $14M | -3% | 269k | 50.29 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $13M | -2% | 160k | 82.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $13M | -7% | 41k | 322.22 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $12M | -4% | 12k | 1074.70 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $12M | 98k | 120.96 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $12M | -2% | 293k | 39.59 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.4 | $11M | 174k | 63.63 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $10M | -43% | 17k | 627.14 |
|
| Innovator Etfs Trust Equity Dual Dire (DDFO) | 0.3 | $10M | NEW | 475k | 21.62 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.3 | $10M | +23% | 230k | 43.25 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $9.8M | +15% | 92k | 106.70 |
|
| Broadcom (AVGO) | 0.3 | $9.7M | -6% | 28k | 346.10 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $9.7M | +19% | 80k | 120.34 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.3 | $9.6M | +24% | 220k | 43.72 |
|
| Innovator Etfs Trust Equity Dual Dire (DDFD) | 0.3 | $9.6M | NEW | 502k | 19.15 |
|
| Cisco Systems (CSCO) | 0.3 | $9.4M | +3% | 122k | 77.03 |
|
| Autodesk (ADSK) | 0.3 | $9.1M | 31k | 296.01 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $8.6M | 121k | 71.62 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $8.2M | -15% | 26k | 314.80 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.3 | $7.8M | +4% | 184k | 42.56 |
|
| McDonald's Corporation (MCD) | 0.3 | $7.8M | +5% | 25k | 305.62 |
|
| Abbvie (ABBV) | 0.3 | $7.7M | -7% | 34k | 228.49 |
|
| Innovator Etfs Trust Innovator Intl D (IJUN) | 0.3 | $7.5M | +24% | 257k | 29.22 |
|
| Innovator Etfs Trust International Dv (IOCT) | 0.3 | $7.5M | +24% | 215k | 34.86 |
|
| Innovator Etfs Trust Innovator Inter (ISEP) | 0.3 | $7.5M | +24% | 230k | 32.59 |
|
| Home Depot (HD) | 0.3 | $7.5M | -15% | 22k | 344.11 |
|
| Tesla Motors (TSLA) | 0.2 | $7.3M | +6% | 16k | 449.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $7.3M | -31% | 11k | 681.92 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $7.2M | -21% | 98k | 74.07 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $7.0M | +13% | 104k | 67.22 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $6.9M | -3% | 73k | 94.16 |
|
| Philip Morris International (PM) | 0.2 | $6.8M | -2% | 42k | 160.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.5M | -2% | 13k | 502.63 |
|
| Visa Com Cl A (V) | 0.2 | $6.5M | -5% | 18k | 350.71 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.2 | $6.3M | -2% | 37k | 170.63 |
|
| Flexshares Tr M Star Dev Mkt (TLTD) | 0.2 | $6.3M | 67k | 92.73 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $6.0M | -3% | 29k | 206.95 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $5.9M | -10% | 78k | 75.44 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $5.7M | 124k | 46.54 |
|
|
| Csw Industrials (CSW) | 0.2 | $5.7M | -20% | 20k | 293.53 |
|
| Ardent Health Partners (ARDT) | 0.2 | $5.7M | -18% | 641k | 8.83 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.2 | $5.5M | +197% | 163k | 33.67 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KAUG) | 0.2 | $5.4M | +25% | 205k | 26.53 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KDEC) | 0.2 | $5.4M | +25% | 212k | 25.54 |
|
| Sempra Energy (SRE) | 0.2 | $5.4M | 61k | 88.29 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $5.4M | -10% | 21k | 257.95 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.4M | +7% | 56k | 96.27 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $5.3M | -2% | 198k | 26.91 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $5.2M | +11% | 43k | 120.18 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $5.1M | -2% | 40k | 128.83 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $4.9M | 25k | 198.62 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $4.9M | -3% | 44k | 111.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.8M | +7% | 15k | 313.80 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.7M | -4% | 9.6k | 487.84 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $4.7M | -6% | 70k | 67.43 |
|
| Chevron Corporation (CVX) | 0.2 | $4.6M | -17% | 30k | 152.41 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $4.6M | 108k | 42.87 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.5M | 7.4k | 614.23 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $4.5M | +3% | 94k | 47.85 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $4.5M | 57k | 78.81 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $4.5M | -4% | 71k | 62.47 |
|
| Merck & Co (MRK) | 0.1 | $4.4M | -9% | 42k | 105.26 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $4.3M | 80k | 53.88 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $4.2M | -13% | 76k | 55.00 |
|
| Coca-Cola Company (KO) | 0.1 | $4.2M | +30% | 60k | 69.91 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $4.2M | 30k | 139.35 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.1M | 49k | 83.75 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.1M | -3% | 24k | 173.49 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $4.0M | -10% | 171k | 23.37 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.0M | -9% | 4.6k | 862.35 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $3.8M | -3% | 89k | 42.94 |
|
| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.1 | $3.8M | +21% | 120k | 31.66 |
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.1 | $3.8M | NEW | 112k | 33.79 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.7M | -18% | 26k | 143.52 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $3.7M | -4% | 108k | 34.46 |
|
| UnitedHealth (UNH) | 0.1 | $3.7M | -6% | 11k | 330.13 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $3.7M | 46k | 80.63 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $3.7M | -14% | 12k | 308.05 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.6M | -7% | 19k | 190.98 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.5M | -18% | 48k | 72.68 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.4M | 36k | 95.09 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $3.4M | 30k | 111.78 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.3M | +6% | 127k | 26.23 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.3M | -2% | 5.8k | 570.85 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.3M | -6% | 17k | 194.90 |
|
| Dominion Resources (D) | 0.1 | $3.2M | 55k | 58.59 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $3.2M | -12% | 8.3k | 389.19 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.2M | -4% | 23k | 137.87 |
|
| Netflix (NFLX) | 0.1 | $3.2M | +697% | 34k | 93.76 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $3.2M | -3% | 11k | 279.14 |
|
| International Business Machines (IBM) | 0.1 | $3.1M | -5% | 11k | 296.21 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $3.1M | +3% | 65k | 47.95 |
|
| Pepsi (PEP) | 0.1 | $3.1M | -27% | 22k | 143.52 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.1M | -4% | 25k | 125.29 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $3.0M | 58k | 52.41 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $3.0M | 12k | 250.31 |
|
|
| Quanta Services (PWR) | 0.1 | $2.9M | -24% | 6.8k | 422.06 |
|
| TJX Companies (TJX) | 0.1 | $2.8M | 19k | 153.61 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.8M | -2% | 61k | 45.88 |
|
| Gilead Sciences (GILD) | 0.1 | $2.8M | -6% | 23k | 122.74 |
|
| Metropcs Communications (TMUS) | 0.1 | $2.7M | -3% | 14k | 203.05 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.7M | -3% | 32k | 84.64 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.6M | -31% | 12k | 219.78 |
|
| Cintas Corporation (CTAS) | 0.1 | $2.6M | -2% | 14k | 188.07 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $2.6M | +3% | 22k | 120.20 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $2.5M | +12% | 51k | 49.59 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $2.5M | NEW | 39k | 64.10 |
|
| Cme (CME) | 0.1 | $2.5M | -17% | 9.0k | 273.08 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.5M | +7% | 10k | 246.17 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.4M | -12% | 24k | 99.91 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | -16% | 13k | 183.40 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $2.3M | 47k | 49.21 |
|
|
| Walt Disney Company (DIS) | 0.1 | $2.3M | -16% | 20k | 113.77 |
|
| Medtronic SHS (MDT) | 0.1 | $2.3M | -2% | 24k | 96.06 |
|
| Astrazeneca Sponsored Adr | 0.1 | $2.3M | +3% | 25k | 91.93 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.3M | -3% | 19k | 117.22 |
|
| Capital One Financial (COF) | 0.1 | $2.2M | 9.2k | 242.37 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | -34% | 42k | 53.36 |
|
| Ishares Tr Esg Aware Msci (EGUS) | 0.1 | $2.2M | -2% | 41k | 52.92 |
|
| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.1 | $2.2M | +2% | 67k | 32.04 |
|
| salesforce (CRM) | 0.1 | $2.1M | 8.1k | 264.92 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $2.1M | -2% | 123k | 17.35 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $2.1M | -4% | 132k | 16.10 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $2.0M | 52k | 38.03 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $2.0M | +5% | 86k | 22.90 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.0M | +3% | 3.4k | 566.36 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $1.9M | 59k | 32.89 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | +11% | 3.4k | 579.40 |
|
| Altria (MO) | 0.1 | $1.9M | -5% | 33k | 57.66 |
|
| Corning Incorporated (GLW) | 0.1 | $1.9M | -11% | 22k | 87.56 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UOCT) | 0.1 | $1.9M | +11% | 49k | 39.04 |
|
| Amgen (AMGN) | 0.1 | $1.9M | -3% | 5.7k | 327.31 |
|
| Nextera Energy (NEE) | 0.1 | $1.9M | -2% | 23k | 80.28 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.9M | +28% | 18k | 100.34 |
|
| Emerson Electric (EMR) | 0.1 | $1.8M | +2% | 14k | 132.72 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $1.8M | 41k | 44.65 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.8M | -6% | 6.5k | 276.95 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | -10% | 8.3k | 214.17 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.8M | 12k | 148.70 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.8M | -2% | 3.1k | 570.20 |
|
| Prudential Financial (PRU) | 0.1 | $1.8M | 16k | 112.88 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.8M | -2% | 67k | 26.49 |
|
| Manulife Finl Corp (MFC) | 0.1 | $1.8M | -3% | 49k | 36.28 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $1.7M | NEW | 117k | 15.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.7M | 9.8k | 177.38 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.7M | -4% | 2.7k | 653.62 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.7M | 20k | 86.25 |
|
|
| Synopsys (SNPS) | 0.1 | $1.7M | -13% | 3.7k | 469.72 |
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| Southern Company (SO) | 0.1 | $1.7M | -3% | 20k | 87.20 |
|
| Exelon Corporation (EXC) | 0.1 | $1.7M | 39k | 43.59 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.7M | +15% | 17k | 103.56 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | 7.1k | 241.15 |
|
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| American Express Company (AXP) | 0.1 | $1.7M | -35% | 4.6k | 369.97 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.7M | +11% | 33k | 50.86 |
|
| Goldman Sachs (GS) | 0.1 | $1.7M | -13% | 1.9k | 879.14 |
|
| Norfolk Southern (NSC) | 0.1 | $1.7M | 5.8k | 288.75 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.7M | +4% | 52k | 32.62 |
|
| At&t (T) | 0.1 | $1.7M | -32% | 67k | 24.84 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.7M | -8% | 9.0k | 184.21 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.6M | 21k | 77.53 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $1.6M | 5.1k | 318.55 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | -13% | 5.6k | 290.22 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $1.6M | +2% | 39k | 41.56 |
|
| Linde SHS (LIN) | 0.1 | $1.6M | -9% | 3.8k | 426.43 |
|
| Verizon Communications (VZ) | 0.1 | $1.6M | -10% | 39k | 40.73 |
|
| Stryker Corporation (SYK) | 0.1 | $1.6M | +9% | 4.5k | 351.51 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.6M | 42k | 37.96 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.6M | -2% | 12k | 136.73 |
|
| Blackrock (BLK) | 0.1 | $1.6M | 1.5k | 1070.70 |
|
|
| Pfizer (PFE) | 0.1 | $1.6M | +6% | 63k | 24.90 |
|
| Fastenal Company (FAST) | 0.1 | $1.6M | 39k | 40.13 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.5M | -4% | 3.3k | 473.26 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.5M | 19k | 82.32 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.5M | -12% | 19k | 79.73 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $1.5M | 32k | 47.99 |
|
|
| Constellation Energy (CEG) | 0.1 | $1.5M | -17% | 4.3k | 353.27 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.5M | -22% | 16k | 96.03 |
|
| L3harris Technologies (LHX) | 0.0 | $1.5M | 5.0k | 293.57 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.5M | 10k | 141.05 |
|
|
| Everest Re Group (EG) | 0.0 | $1.4M | +274% | 4.2k | 339.35 |
|
| CECO Environmental (CECO) | 0.0 | $1.4M | 24k | 59.85 |
|
|
| Citigroup Com New (C) | 0.0 | $1.4M | +6% | 12k | 116.69 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.4M | -3% | 8.0k | 177.76 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $1.4M | -5% | 29k | 48.46 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $1.4M | NEW | 17k | 80.74 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.0 | $1.4M | 14k | 97.21 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.4M | -2% | 28k | 48.32 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.3M | -15% | 2.8k | 483.70 |
|
| Cummins (CMI) | 0.0 | $1.3M | 2.6k | 510.46 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $1.3M | 22k | 59.54 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.3M | -8% | 5.8k | 227.53 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.3M | +6% | 6.9k | 191.57 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $1.3M | -3% | 42k | 31.51 |
|
| Caterpillar (CAT) | 0.0 | $1.3M | +13% | 2.3k | 572.96 |
|
| Micron Technology (MU) | 0.0 | $1.3M | -13% | 4.6k | 285.46 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.3M | -7% | 5.2k | 247.02 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.3M | -8% | 24k | 53.76 |
|
| Deere & Company (DE) | 0.0 | $1.3M | -31% | 2.7k | 465.59 |
|
| Howmet Aerospace (HWM) | 0.0 | $1.3M | 6.1k | 205.01 |
|
|
| Progressive Corporation (PGR) | 0.0 | $1.3M | -7% | 5.5k | 227.75 |
|
| Analog Devices (ADI) | 0.0 | $1.2M | +2% | 4.6k | 271.21 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.2M | -24% | 13k | 93.20 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | 7.4k | 162.63 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $1.2M | -4% | 37k | 33.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2M | -18% | 3.4k | 349.94 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.2M | 5.6k | 212.07 |
|
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $1.2M | 30k | 39.33 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.2M | 10k | 113.92 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $1.2M | 8.9k | 132.37 |
|
|
| Nike CL B (NKE) | 0.0 | $1.2M | +37% | 19k | 63.71 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.0 | $1.2M | -19% | 24k | 49.86 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.2M | -9% | 14k | 82.82 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.2M | -3% | 7.2k | 160.97 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.0 | $1.2M | +5% | 26k | 44.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.1M | -12% | 16k | 71.42 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $1.1M | NEW | 21k | 53.11 |
|
| Cardinal Health (CAH) | 0.0 | $1.1M | -3% | 5.4k | 205.50 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.1M | 11k | 99.19 |
|
|
| Honeywell International (HON) | 0.0 | $1.1M | -8% | 5.6k | 195.09 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.1M | -49% | 9.4k | 116.09 |
|
| Kroger (KR) | 0.0 | $1.1M | 17k | 62.48 |
|
|
| McKesson Corporation (MCK) | 0.0 | $1.1M | -23% | 1.3k | 820.41 |
|
| Applied Materials (AMAT) | 0.0 | $1.1M | +6% | 4.2k | 256.98 |
|
| Paychex (PAYX) | 0.0 | $1.1M | 9.5k | 112.18 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.0M | -2% | 24k | 44.17 |
|
Past Filings by SageView Advisory Group
SEC 13F filings are viewable for SageView Advisory Group going back to 2022
- SageView Advisory Group 2025 Q4 filed Feb. 17, 2026
- 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