Sagace Wealth Management

Sagace Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Sagace Wealth Management

Sagace Wealth Management holds 66 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
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.8 $10M 120k 83.75
Vanguard Index Fds Mid Cap Etf (VO) 5.9 $8.7M 30k 290.22
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 5.0 $7.3M 96k 75.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.6 $6.8M 35k 191.56
Vanguard Bd Index Fds Intermed Term (BIV) 4.4 $6.5M 83k 77.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $5.3M 85k 62.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.3 $4.8M 64k 75.44
Schwab Strategic Tr Us Tips Etf (SCHP) 3.3 $4.8M 182k 26.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $4.8M 7.7k 627.13
Vanguard Bd Index Fds Long Term Bond (BLV) 3.2 $4.6M 67k 69.52
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.0 $4.5M 16k 279.14
Ishares Tr Pfd And Incm Sec (PFF) 3.0 $4.5M 144k 30.96
Vanguard Index Fds Small Cp Etf (VB) 2.8 $4.1M 16k 257.95
Ishares Tr Eafe Grwth Etf (EFG) 2.7 $4.0M 35k 113.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.7 $3.9M 49k 80.63
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.5 $3.7M 36k 102.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $3.2M 65k 49.46
Vanguard Index Fds Growth Etf (VUG) 2.1 $3.1M 6.3k 487.86
Ishares Gold Tr Ishares New (IAU) 2.0 $2.9M 35k 81.17
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.9 $2.8M 29k 96.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.9 $2.7M 15k 177.37
Schwab Strategic Tr Us Reit Etf (SCHH) 1.8 $2.6M 124k 20.89
Digital Realty Trust (DLR) 1.7 $2.4M 16k 154.71
Ishares Tr Eafe Value Etf (EFV) 1.7 $2.4M 34k 71.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $2.3M 43k 53.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $2.2M 28k 79.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $2.2M 29k 77.02
Vanguard Index Fds Value Etf (VTV) 1.5 $2.1M 11k 190.99
Vanguard World Materials Etf (VAW) 1.4 $2.1M 9.9k 207.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.0M 3.3k 614.31
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.3 $2.0M 40k 49.65
Ssga Active Etf Tr State Street Bla (SRLN) 1.3 $1.8M 45k 41.27
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.7M 12k 143.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.7M 5.6k 302.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.6M 20k 78.81
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.6M 7.1k 219.78
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $1.2M 17k 75.05
Apple Call Option (AAPL) 0.7 $1.0M 11k 95.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $992k 4.7k 211.79
Amazon (AMZN) 0.5 $738k 3.2k 230.82
Broadcom (AVGO) 0.4 $586k 1.7k 346.10
Meta Platforms Cl A (META) 0.4 $564k 855.00 660.09
Johnson & Johnson (JNJ) 0.3 $501k 2.4k 206.95
Microsoft Corporation (MSFT) 0.3 $490k 1.0k 483.62
Netflix (NFLX) 0.3 $467k 5.0k 93.76
Visa Com Cl A (V) 0.3 $461k 1.3k 350.71
Citigroup Com New (C) 0.3 $446k 3.8k 116.69
International Business Machines (IBM) 0.3 $438k 1.5k 296.21
Exxon Mobil Corporation (XOM) 0.3 $417k 3.5k 120.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $400k 796.00 502.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $344k 2.8k 123.26
Cisco Systems (CSCO) 0.2 $337k 4.4k 77.03
Procter & Gamble Company (PG) 0.2 $310k 2.2k 143.31
Home Depot (HD) 0.2 $309k 899.00 344.10
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $295k 6.5k 45.45
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $284k 1.3k 212.07
3M Company (MMM) 0.2 $258k 1.6k 160.10
Uber Technologies (UBER) 0.2 $254k 3.1k 81.71
Autodesk (ADSK) 0.2 $246k 830.00 296.01
Caterpillar (CAT) 0.2 $237k 413.00 572.87
Ge Aerospace Com New (GE) 0.2 $233k 756.00 308.03
Parker-Hannifin Corporation (PH) 0.2 $229k 261.00 878.96
Crowdstrike Hldgs Cl A (CRWD) 0.2 $227k 485.00 468.76
Gilead Sciences (GILD) 0.2 $225k 1.8k 122.74
Ge Vernova (GEV) 0.1 $210k 322.00 653.57
Canaan Sponsored Ads (CAN) 0.0 $11k 16k 0.69