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 40.01% of SageView Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$38M), BND (+$37M), SPDW (+$25M), SPMD (+$16M), IEMG (+$11M), AVUV (+$8.4M), SPYM (+$8.3M), IMAR (+$7.9M), BKMS (+$6.9M), BKMI (+$6.9M).
- Started 24 new stock positions in PNFP, BMOP, HON, BKMS, BKMI, UTZ, SPCX, IHDG, CWBC, UJUL. AZN, DVYE, NTSK, SPSB, VYMI, VMD, BKIE, IMAR, ONEY, BKFI, BKAG, HONA, DVLT, AVDV.
- Reduced shares in these 10 stocks: VONV (-$20M), TCAF (-$19M), IDEV (-$13M), VONG (-$12M), VTEB (-$11M), SCHF (-$9.9M), AGG (-$9.0M), IJUN (-$7.5M), IAGG (-$7.5M), SCHE (-$6.9M).
- Sold out of its positions in AAON, AIR, AFL, AGCO, ACMR, AGNC, AES, RDOG, OGIG, OEFA.
- SageView Advisory Group was a net seller of stock by $-127M.
- SageView Advisory Group has $3.1B in assets under management (AUM), dropping by 3.17%.
- Central Index Key (CIK): 0001914558
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Portfolio Holdings for SageView Advisory Group
SageView Advisory Group holds 615 positions in its portfolio as reported in the June 2026 quarterly 13F filing
SageView Advisory Group has 615 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SageView Advisory Group June 30, 2026 positions
- Download the SageView Advisory Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 11.5 | $350M | -2% | 3.5M | 98.98 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 9.6 | $294M | -6% | 2.8M | 106.31 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 8.1 | $247M | -4% | 1.9M | 127.81 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.7 | $173M | -5% | 6.3M | 27.70 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 5.2 | $157M | 639k | 246.21 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 3.8 | $115M | -5% | 3.2M | 36.26 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 3.4 | $102M | -6% | 2.0M | 50.60 |
|
| Ishares Tr Global Reit Etf (REET) | 2.9 | $90M | 3.2M | 27.62 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.7 | $82M | -2% | 1.7M | 48.12 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $70M | +120% | 94k | 748.89 |
|
| Apple (AAPL) | 1.7 | $51M | -7% | 177k | 289.36 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $44M | +516% | 601k | 73.41 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $29M | -9% | 145k | 200.09 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.9 | $28M | -16% | 1.2M | 23.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $27M | -16% | 251k | 107.62 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.8 | $26M | +2249% | 511k | 50.39 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.8 | $25M | -3% | 256k | 96.44 |
|
| Microsoft Corporation (MSFT) | 0.7 | $23M | -9% | 60k | 373.02 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $20M | +131% | 241k | 82.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $19M | -7% | 54k | 357.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $19M | -7% | 52k | 370.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $18M | 181k | 96.58 |
|
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.6 | $17M | -5% | 62k | 276.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $16M | 212k | 77.11 |
|
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.5 | $16M | +10944% | 236k | 67.56 |
|
| Amazon (AMZN) | 0.5 | $16M | -7% | 66k | 238.34 |
|
| Procter & Gamble Company (PG) | 0.4 | $14M | -8% | 92k | 146.64 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $13M | -4% | 11k | 1199.45 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $13M | 100k | 132.24 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $12M | -6% | 38k | 327.33 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.4 | $12M | -7% | 270k | 44.36 |
|
| Cisco Systems (CSCO) | 0.4 | $11M | -21% | 96k | 117.46 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.4 | $11M | 178k | 62.76 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | -3% | 16k | 686.79 |
|
| Innovator Etfs Trust Equi Du Di Octo (DDFO) | 0.4 | $11M | 483k | 22.51 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.3 | $11M | 234k | 45.64 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $11M | +159% | 127k | 82.65 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.3 | $10M | 224k | 46.05 |
|
|
| Innovator Etfs Trust Equi Dual 15 Dec (DDFD) | 0.3 | $10M | 511k | 19.98 |
|
|
| Broadcom (AVGO) | 0.3 | $10M | -3% | 27k | 377.75 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $10M | +2% | 123k | 82.34 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $9.7M | +120% | 124k | 77.91 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $8.7M | -3% | 25k | 343.90 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $8.7M | +2275% | 99k | 87.88 |
|
| Meta Platforms Cl A (META) | 0.3 | $8.7M | -28% | 15k | 563.26 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $8.4M | +92268% | 67k | 124.76 |
|
| Innovator Etfs Trust Innovator Inter (ISEP) | 0.3 | $8.0M | 232k | 34.60 |
|
|
| Innovator Etfs Trust International Dv (IOCT) | 0.3 | $8.0M | 217k | 36.99 |
|
|
| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.3 | $7.9M | NEW | 260k | 30.45 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $7.5M | -22% | 71k | 106.47 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $7.4M | -6% | 10k | 746.77 |
|
| Bny Mellon Etf Trust Ii Municipal Sht Du (BKMS) | 0.2 | $6.9M | NEW | 272k | 25.54 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $6.9M | 72k | 96.46 |
|
|
| Bny Mellon Etf Trust Ii Municipal Inter (BKMI) | 0.2 | $6.9M | NEW | 261k | 26.44 |
|
| Csw Industrials (CSW) | 0.2 | $6.9M | +27% | 25k | 278.30 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $6.8M | +35605% | 155k | 44.03 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.2 | $6.7M | -13% | 159k | 42.21 |
|
| Home Depot (HD) | 0.2 | $6.6M | -13% | 19k | 352.69 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.2 | $6.6M | -3% | 36k | 184.95 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $6.6M | +3212% | 111k | 58.98 |
|
| Tesla Motors (TSLA) | 0.2 | $6.6M | -3% | 16k | 420.62 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.5M | +5% | 59k | 110.32 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $6.4M | -4% | 75k | 85.49 |
|
| Flexshares Tr M Star Dev Mkt (TLTD) | 0.2 | $6.3M | -4% | 64k | 98.08 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.2 | $6.3M | NEW | 210k | 30.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.2M | -3% | 13k | 500.39 |
|
| Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP) | 0.2 | $6.2M | NEW | 247k | 25.21 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.2 | $6.1M | 164k | 37.36 |
|
|
| Innovator Etfs Trust Us Small Cap Pwr (KDEC) | 0.2 | $6.1M | 214k | 28.38 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $6.1M | +2434% | 74k | 82.34 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.1M | -5% | 41k | 148.31 |
|
| Autodesk (ADSK) | 0.2 | $6.0M | 31k | 194.42 |
|
|
| Innovator Etfs Trust Us Small Cap Pwr (KAUG) | 0.2 | $5.9M | 207k | 28.62 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $5.8M | -7% | 19k | 303.12 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $5.8M | NEW | 56k | 103.05 |
|
| Advanced Micro Devices (AMD) | 0.2 | $5.7M | +17% | 9.8k | 580.92 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.5M | -49% | 40k | 136.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $5.5M | 25k | 219.43 |
|
|
| Sempra Energy (SRE) | 0.2 | $5.5M | -3% | 59k | 92.71 |
|
| Visa Com Cl A (V) | 0.2 | $5.1M | -19% | 15k | 343.09 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $5.0M | -28% | 17k | 298.08 |
|
| Micron Technology (MU) | 0.2 | $5.0M | -4% | 4.4k | 1154.50 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $5.0M | +3% | 49k | 102.30 |
|
| Johnson & Johnson (JNJ) | 0.2 | $5.0M | -32% | 20k | 253.97 |
|
| Ardent Health Partners (ARDT) | 0.2 | $4.7M | -25% | 480k | 9.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.7M | -13% | 6.4k | 736.38 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.7M | -6% | 41k | 113.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.7M | -12% | 13k | 353.31 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $4.6M | -17% | 33k | 142.39 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.5M | +4% | 4.8k | 935.51 |
|
| Philip Morris International (PM) | 0.1 | $4.5M | -41% | 25k | 180.91 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $4.4M | 94k | 47.41 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.4M | +435% | 51k | 86.14 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $4.4M | -3% | 104k | 42.41 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $4.3M | +2% | 81k | 53.17 |
|
| Intel Corporation (INTC) | 0.1 | $4.3M | +15% | 31k | 139.63 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $4.2M | +57% | 61k | 69.50 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.2M | -39% | 16k | 270.31 |
|
| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.1 | $4.1M | 120k | 34.16 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $4.1M | 90k | 45.70 |
|
|
| Abbvie (ABBV) | 0.1 | $4.1M | -51% | 16k | 251.63 |
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.1 | $4.1M | 113k | 36.00 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $4.0M | -11% | 11k | 373.76 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $3.9M | +2% | 31k | 128.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.9M | -23% | 55k | 71.25 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $3.9M | -4% | 11k | 342.82 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $3.9M | -15% | 25k | 154.30 |
|
| UnitedHealth (UNH) | 0.1 | $3.8M | -17% | 9.2k | 415.64 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.7M | -15% | 64k | 56.98 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $3.6M | -10% | 97k | 37.26 |
|
| Ge Vernova (GEV) | 0.1 | $3.6M | +15% | 3.1k | 1174.97 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.6M | -2% | 124k | 28.96 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $3.6M | +8325% | 11k | 331.43 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.5M | -14% | 16k | 217.93 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $3.5M | -4% | 44k | 79.97 |
|
| Corning Incorporated (GLW) | 0.1 | $3.5M | -37% | 14k | 255.43 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.4M | -18% | 21k | 158.03 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $3.3M | +32% | 67k | 49.55 |
|
| Merck & Co (MRK) | 0.1 | $3.2M | -39% | 25k | 128.50 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $3.1M | 59k | 52.60 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $3.1M | 32k | 95.44 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $3.1M | -77% | 61k | 50.58 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $3.0M | -12% | 9.9k | 306.32 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.0M | -19% | 29k | 102.81 |
|
| Chevron Corporation (CVX) | 0.1 | $2.9M | -41% | 18k | 165.76 |
|
| Trane Technologies SHS (TT) | 0.1 | $2.9M | -28% | 5.9k | 491.14 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.8M | -6% | 9.4k | 300.44 |
|
| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 0.1 | $2.8M | -10% | 58k | 47.75 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.7M | -10% | 8.0k | 341.03 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $2.7M | -13% | 19k | 146.30 |
|
| Applied Materials (AMAT) | 0.1 | $2.7M | -10% | 3.7k | 723.01 |
|
| Quanta Services (PWR) | 0.1 | $2.6M | -46% | 3.6k | 720.04 |
|
| TJX Companies (TJX) | 0.1 | $2.6M | -8% | 17k | 151.50 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.5M | -6% | 57k | 44.75 |
|
| Ishares Msci Japan Etf (EWJ) | 0.1 | $2.5M | +58% | 27k | 93.27 |
|
| International Business Machines (IBM) | 0.1 | $2.5M | -16% | 8.9k | 281.21 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.5M | -17% | 4.8k | 513.62 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.4M | +31% | 24k | 100.81 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.4M | -2% | 17k | 146.55 |
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| Ishares Tr Esg Aware Msci (EGUS) | 0.1 | $2.4M | 41k | 58.42 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.4M | +179% | 76k | 31.71 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.4M | -14% | 10k | 236.62 |
|
| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.1 | $2.4M | 68k | 35.11 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $2.4M | +42% | 26k | 89.20 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.4M | +10% | 2.4k | 964.83 |
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| Caterpillar (CAT) | 0.1 | $2.3M | -3% | 2.2k | 1065.06 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.3M | 11k | 199.81 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $2.2M | +31% | 44k | 51.05 |
|
| Coca-Cola Company (KO) | 0.1 | $2.2M | -54% | 27k | 81.27 |
|
| Dominion Resources (D) | 0.1 | $2.1M | -44% | 30k | 68.29 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.1 | $2.1M | -10% | 53k | 38.79 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | -9% | 4.7k | 433.27 |
|
| Dimensional Etf Trust Us Real Esta Etf (DFAR) | 0.1 | $2.0M | -10% | 77k | 26.16 |
|
| Analog Devices (ADI) | 0.1 | $2.0M | +9% | 5.0k | 397.15 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.1 | $2.0M | -9% | 47k | 41.73 |
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| Pepsi (PEP) | 0.1 | $2.0M | -32% | 15k | 135.40 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.0M | -11% | 21k | 92.27 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.9M | -13% | 21k | 90.74 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.9M | -15% | 11k | 167.73 |
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| Fastenal Company (FAST) | 0.1 | $1.9M | 39k | 48.03 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.9M | 6.4k | 290.62 |
|
|
| Citigroup Com New (C) | 0.1 | $1.9M | +8% | 13k | 139.96 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | -2% | 7.2k | 255.68 |
|
| Goldman Sachs (GS) | 0.1 | $1.8M | -5% | 1.8k | 1011.48 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | -25% | 9.5k | 189.71 |
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| Cummins (CMI) | 0.1 | $1.8M | -3% | 2.5k | 713.29 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.8M | -7% | 9.1k | 197.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.8M | -18% | 4.2k | 426.18 |
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| Norfolk Southern (NSC) | 0.1 | $1.8M | -3% | 5.6k | 314.59 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.7M | 21k | 82.27 |
|
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.7M | 20k | 87.71 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.7M | 51k | 33.84 |
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| Deere & Company (DE) | 0.1 | $1.7M | -2% | 2.7k | 634.30 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $1.7M | -20% | 33k | 52.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.7M | +273% | 21k | 80.57 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.7M | -3% | 16k | 103.96 |
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| Amgen (AMGN) | 0.1 | $1.7M | -19% | 4.6k | 362.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | +2% | 16k | 103.88 |
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| Netflix (NFLX) | 0.1 | $1.6M | -32% | 23k | 71.40 |
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| Linde SHS (LIN) | 0.1 | $1.6M | -17% | 3.1k | 518.98 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | -4% | 3.2k | 501.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.6M | +7% | 7.4k | 212.75 |
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| Capital One Financial (COF) | 0.1 | $1.6M | -15% | 7.8k | 200.62 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.6M | -8% | 9.5k | 164.60 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.5M | -3% | 3.2k | 477.64 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.5M | +2% | 20k | 79.03 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.5M | -3% | 41k | 38.06 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.5M | 5.2k | 293.19 |
|
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.0 | $1.5M | 32k | 47.97 |
|
|
| Lowe's Companies (LOW) | 0.0 | $1.5M | -2% | 6.9k | 220.48 |
|
| American Express Company (AXP) | 0.0 | $1.5M | -2% | 4.5k | 338.30 |
|
| Howmet Aerospace (HWM) | 0.0 | $1.5M | -8% | 5.6k | 268.88 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $1.5M | -89% | 17k | 89.01 |
|
| L3harris Technologies (LHX) | 0.0 | $1.5M | 5.1k | 290.60 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $1.5M | -36% | 8.7k | 170.09 |
|
| Walt Disney Company (DIS) | 0.0 | $1.5M | -23% | 15k | 96.25 |
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.0 | $1.5M | +8% | 15k | 96.37 |
|
| Verizon Communications (VZ) | 0.0 | $1.5M | -11% | 35k | 42.34 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.4M | +51% | 8.4k | 169.88 |
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $1.4M | +78% | 30k | 46.14 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.0 | $1.4M | -13% | 34k | 41.25 |
|
| Blackrock (BLK) | 0.0 | $1.4M | -2% | 1.4k | 961.95 |
|
| Community West Bancshares (CWBC) | 0.0 | $1.4M | NEW | 51k | 26.86 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $1.4M | +57% | 24k | 57.64 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.0 | $1.3M | 26k | 52.15 |
|
|
| Bny Mellon Etf Trust Ii Acti Core Bd Etf (BKFI) | 0.0 | $1.3M | NEW | 56k | 23.92 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.3M | +1624% | 4.4k | 301.71 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $1.3M | -3% | 9.1k | 144.62 |
|
| Altria (MO) | 0.0 | $1.3M | -45% | 18k | 71.95 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $1.3M | -11% | 32k | 40.64 |
|
| Nextera Energy (NEE) | 0.0 | $1.3M | -35% | 15k | 87.77 |
|
| Ishares Msci Pac Jp Etf (EPP) | 0.0 | $1.3M | +95% | 24k | 53.26 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.3M | -11% | 21k | 59.69 |
|
| Synopsys (SNPS) | 0.0 | $1.3M | -23% | 2.8k | 446.07 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $1.3M | 8.8k | 141.89 |
|
|
| At&t (T) | 0.0 | $1.2M | -10% | 60k | 20.70 |
|
| Pfizer (PFE) | 0.0 | $1.2M | -17% | 52k | 24.08 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.2M | +4% | 12k | 102.19 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.2M | -78% | 42k | 29.43 |
|
| Progressive Corporation (PGR) | 0.0 | $1.2M | +3% | 5.7k | 218.46 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.2M | -8% | 26k | 48.43 |
|
| Cardinal Health (CAH) | 0.0 | $1.2M | -3% | 5.2k | 237.57 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.2M | -10% | 3.1k | 397.68 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.2M | +15% | 8.8k | 137.53 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.2M | -24% | 2.4k | 509.12 |
|
| EOG Resources (EOG) | 0.0 | $1.2M | -5% | 9.2k | 129.73 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.2M | 16k | 74.90 |
|
|
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $1.2M | 20k | 57.95 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $1.1M | +26% | 5.5k | 209.06 |
|
| Everest Re Group (EG) | 0.0 | $1.1M | -24% | 3.2k | 357.23 |
|
| Computer Programs & Systems (TBRG) | 0.0 | $1.1M | -7% | 43k | 26.21 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.1M | -3% | 14k | 82.11 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.1M | -21% | 2.2k | 509.52 |
|
| Western Digital (WDC) | 0.0 | $1.1M | +49% | 1.7k | 638.74 |
|
| Sandisk Corp (SNDK) | 0.0 | $1.1M | -16% | 487.00 | 2273.73 |
|
| Chubb (CB) | 0.0 | $1.1M | +26% | 3.2k | 340.81 |
|
| salesforce (CRM) | 0.0 | $1.1M | -13% | 7.0k | 156.68 |
|
| Gilead Sciences (GILD) | 0.0 | $1.1M | -61% | 8.6k | 126.35 |
|
| Adient Ord Shs (ADNT) | 0.0 | $1.1M | +16% | 59k | 18.38 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.1M | -16% | 20k | 54.69 |
|
| Spdr Series Trust St Str R1k Yld (ONEY) | 0.0 | $1.0M | NEW | 8.1k | 128.10 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $1.0M | NEW | 20k | 52.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.0M | +8% | 2.8k | 368.34 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $1.0M | -82% | 22k | 46.15 |
|
| Republic Services (RSG) | 0.0 | $1.0M | +754% | 4.7k | 213.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.0M | -21% | 4.4k | 227.04 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1000k | -6% | 10k | 96.43 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $992k | -19% | 9.6k | 103.45 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $979k | 8.3k | 117.50 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $970k | -50% | 5.9k | 164.29 |
|
Past Filings by SageView Advisory Group
SEC 13F filings are viewable for SageView Advisory Group going back to 2022
- SageView Advisory Group 2026 Q2 filed Aug. 10, 2026
- 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