Pacific Sage Partners

Pacific Sage Partners as of March 31, 2026

Portfolio Holdings for Pacific Sage Partners

Pacific Sage Partners holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.6 $87M 3.5M 24.91
Microsoft Corporation (MSFT) 11.0 $70M 189k 370.17
Blackrock Etf Trust Ii Ishares Flexible (BINC) 9.6 $61M 1.2M 51.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.5 $41M 1.7M 24.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.9 $38M 751k 49.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.9 $37M 637k 58.54
Ishares Tr Rus 1000 Val Etf (IWD) 5.2 $33M 155k 213.67
Strategy Day Hagan Smart (SSUS) 2.9 $18M 390k 46.69
Global X Fds Short-term Treas (SLDR) 2.7 $17M 344k 50.02
Spdr Series Trust State Street Spd (BILS) 2.4 $15M 154k 99.44
Global X Fds 1-3 Month T-bill (CLIP) 2.2 $14M 137k 100.36
Amazon (AMZN) 2.1 $14M 65k 208.27
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $13M 31k 426.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $13M 419k 30.96
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $13M 178k 71.13
Sprott Asset Management Physical Gold Tr (PHYS) 1.8 $12M 328k 35.44
Sprott Asset Management Physical Silver (PSLV) 1.8 $11M 456k 24.39
American Centy Etf Tr Avantis Emerging (AVXC) 1.6 $10M 147k 67.63
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $9.9M 251k 39.44
Sprott Asset Management Physical Gold An (CEF) 1.5 $9.3M 196k 47.72
Apple (AAPL) 1.3 $8.6M 34k 253.79
Costco Wholesale Corporation (COST) 1.1 $6.8M 6.8k 996.43
NVIDIA Corporation (NVDA) 0.8 $5.1M 29k 174.40
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.6M 13k 286.85
Applied Materials (AMAT) 0.5 $3.0M 8.8k 341.80
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.0M 10k 287.57
Starbucks Corporation (SBUX) 0.5 $2.9M 33k 89.59
Tesla Motors (TSLA) 0.4 $2.7M 7.3k 371.75
Adobe Systems Incorporated (ADBE) 0.4 $2.6M 11k 243.08
Oracle Corporation (ORCL) 0.4 $2.4M 16k 147.11
Deere & Company (DE) 0.4 $2.4M 4.2k 563.30
Palo Alto Networks (PANW) 0.3 $2.1M 13k 160.32
F5 Networks (FFIV) 0.3 $2.1M 7.1k 289.33
Home Depot (HD) 0.3 $1.9M 5.7k 328.86
Amgen (AMGN) 0.3 $1.9M 5.3k 351.87
Boeing Company (BA) 0.3 $1.7M 8.7k 199.04
Exxon Mobil Corporation (XOM) 0.3 $1.7M 10k 169.67
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.7M 3.9k 430.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.7M 3.5k 479.20
Sound Finl Ban (SFBC) 0.2 $1.6M 36k 43.71
Chevron Corporation (CVX) 0.2 $1.4M 7.0k 206.91
Wal-Mart Stores (WMT) 0.2 $1.4M 12k 124.28
Progressive Corporation (PGR) 0.2 $1.4M 7.3k 198.24
Netflix (NFLX) 0.2 $1.4M 15k 96.15
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.5k 919.77
Visa Com Cl A (V) 0.2 $1.3M 4.3k 302.26
Cisco Systems (CSCO) 0.2 $1.3M 16k 77.59
Microsoft Corp Put Put Option (Principal) 0.2 $1.1M 165.00 6654.47
Johnson & Johnson (JNJ) 0.2 $1.1M 4.5k 244.45
Meta Platforms Cl A (META) 0.2 $1.0M 1.8k 572.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $959k 15k 64.08
Paccar (PCAR) 0.1 $949k 8.2k 115.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $842k 8.4k 99.86
Cigna Corp (CI) 0.1 $731k 2.7k 266.79
Intel Corporation (INTC) 0.1 $729k 17k 44.13
Vanguard Index Fds Value Etf (VTV) 0.1 $671k 3.4k 196.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $669k 1.2k 577.18
Ishares Tr Msci Eafe Etf (EFA) 0.1 $656k 6.8k 97.13
Bank of America Corporation (BAC) 0.1 $633k 13k 48.75
Affirm Hldgs Com Cl A (AFRM) 0.1 $632k 14k 45.82
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $613k 943.00 650.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $585k 20k 29.08
JPMorgan Chase & Co. (JPM) 0.1 $578k 2.0k 294.16
Procter & Gamble Company (PG) 0.1 $564k 3.9k 144.44
Trane Technologies SHS (TT) 0.1 $561k 1.3k 416.74
At&t (T) 0.1 $550k 19k 28.99
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $524k 13k 40.81
Oneok (OKE) 0.1 $511k 5.7k 90.39
Verizon Communications (VZ) 0.1 $494k 9.8k 50.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $480k 1.5k 320.81
McDonald's Corporation (MCD) 0.1 $479k 1.5k 310.81
Walt Disney Company (DIS) 0.1 $467k 4.8k 96.38
Broadcom (AVGO) 0.1 $428k 1.4k 309.51
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $413k 1.4k 287.18
Vanguard Index Fds Small Cp Etf (VB) 0.1 $406k 1.5k 261.92
Honeywell International (HON) 0.1 $388k 1.7k 226.06
Thermo Fisher Scientific (TMO) 0.1 $381k 775.00 491.53
FedEx Corporation (FDX) 0.1 $380k 1.1k 356.18
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $371k 3.0k 124.31
Barrick Mng Corp Com Shs (B) 0.1 $368k 9.0k 40.79
Ishares Silver Tr Ishares (SLV) 0.1 $363k 5.3k 68.14
Abbott Laboratories (ABT) 0.1 $358k 3.5k 102.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $347k 11k 30.68
Metropcs Communications (TMUS) 0.1 $346k 1.6k 210.03
salesforce (CRM) 0.1 $336k 1.8k 186.69
Newmont Mining Corporation (NEM) 0.1 $328k 3.0k 108.25
Ishares Tr Core 60/40 Balan (AOR) 0.0 $316k 4.9k 64.34
International Business Machines (IBM) 0.0 $316k 1.3k 242.39
Danaher Corporation (DHR) 0.0 $315k 1.7k 189.60
United Parcel Svcs CL B (UPS) 0.0 $314k 3.2k 98.38
Vanguard Index Fds Growth Etf (VUG) 0.0 $311k 712.00 436.79
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $311k 1.5k 211.15
Union Pacific Corporation (UNP) 0.0 $302k 1.2k 242.62
Ishares Tr Core S&p500 Etf (IVV) 0.0 $283k 433.00 653.21
Sempra Energy (SRE) 0.0 $283k 2.9k 97.17
Hldgs (UAL) 0.0 $282k 3.1k 92.07
Corning Incorporated (GLW) 0.0 $265k 1.9k 135.94
Bristol Myers Squibb (BMY) 0.0 $261k 4.3k 60.65
Ge Aerospace Com New (GE) 0.0 $260k 917.00 283.77
Abbvie (ABBV) 0.0 $256k 1.2k 217.48
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $253k 2.1k 118.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $251k 1.8k 138.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $247k 3.3k 75.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $247k 4.6k 54.05
Philip Morris International (PM) 0.0 $245k 1.5k 165.34
Regeneron Pharmaceuticals (REGN) 0.0 $238k 308.00 772.64
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $237k 700.00 337.95
Tc Energy Corp (TRP) 0.0 $233k 3.7k 62.60
Marathon Petroleum Corp (MPC) 0.0 $233k 953.00 244.18
Comcast Corp Cl A (CMCSA) 0.0 $229k 8.0k 28.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $228k 381.00 597.55
Impinj (PI) 0.0 $225k 2.2k 102.70
Vanguard World Inf Tech Etf (VGT) 0.0 $218k 312.00 697.72
Ishares Tr S&p 100 Etf (OEF) 0.0 $216k 679.00 318.07
Merck & Co (MRK) 0.0 $216k 1.8k 120.27
Allstate Corporation (ALL) 0.0 $211k 1.0k 207.34
Palantir Technologies Cl A (PLTR) 0.0 $208k 1.4k 146.28
Nike CL B (NKE) 0.0 $204k 3.9k 52.82
Bitfarms 0.0 $159k 81k 1.95
Lumen Technologies (LUMN) 0.0 $117k 17k 6.95
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $92k 17k 5.32