Sagace Wealth Management

Sagace Wealth Management as of March 31, 2026

Portfolio Holdings for Sagace Wealth Management

Sagace Wealth Management holds 69 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
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.3 $9.5M 114k 82.75
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $8.6M 30k 287.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.4 $6.6M 34k 191.92
Vanguard Bd Index Fds Intermed Term (BIV) 4.3 $6.5M 84k 77.18
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.7 $5.5M 115k 48.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $5.3M 82k 64.08
Schwab Strategic Tr Us Tips Etf (SCHP) 3.3 $4.9M 185k 26.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.3 $4.9M 64k 77.11
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.1 $4.6M 61k 74.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $4.5M 7.6k 597.55
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.8 $4.2M 16k 257.35
Vanguard Index Fds Small Cp Etf (VB) 2.8 $4.1M 16k 261.92
Ishares Tr Eafe Grwth Etf (EFG) 2.7 $4.0M 36k 111.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.6 $3.9M 49k 79.56
Ishares Tr Pfd And Incm Sec (PFF) 2.6 $3.9M 127k 30.32
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.4 $3.6M 35k 103.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $3.3M 66k 49.95
First Tr Exchange Traded Nasd Tech Div (TDIV) 2.1 $3.2M 34k 93.66
Ishares Gold Tr Ishares New (IAU) 2.0 $3.0M 34k 88.16
Digital Realty Trust (DLR) 1.9 $2.9M 16k 180.21
Apple Call Option (AAPL) 1.9 $2.9M 11k 253.79
Vanguard Bd Index Fds Long Term Bond (BLV) 1.9 $2.8M 41k 68.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.9 $2.8M 15k 184.28
Schwab Strategic Tr Us Reit Etf (SCHH) 1.8 $2.6M 123k 21.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $2.5M 32k 79.27
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $2.4M 30k 80.58
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $2.3M 36k 65.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $2.3M 43k 54.05
Vanguard World Materials Etf (VAW) 1.5 $2.3M 10k 225.34
Vanguard Index Fds Growth Etf (VUG) 1.5 $2.2M 5.1k 436.79
Vanguard Index Fds Value Etf (VTV) 1.3 $2.0M 10k 196.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.9M 3.3k 577.18
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.8M 12k 148.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.7M 5.6k 302.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $1.7M 54k 30.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.5M 19k 78.41
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $1.4M 37k 38.42
Ishares Tr Intl Sel Div Etf (IDV) 0.9 $1.3M 30k 42.56
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.2M 17k 74.35
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $1.2M 16k 75.19
Ssga Active Etf Tr State Street Bla (SRLN) 0.8 $1.2M 30k 40.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.0M 4.7k 217.25
Amazon (AMZN) 0.4 $652k 3.1k 208.27
Netflix (NFLX) 0.4 $606k 6.3k 96.15
Exxon Mobil Corporation (XOM) 0.3 $484k 2.9k 169.66
Broadcom (AVGO) 0.3 $471k 1.5k 309.51
Johnson & Johnson (JNJ) 0.3 $458k 1.9k 244.44
Citigroup Com New (C) 0.3 $434k 3.8k 113.41
Meta Platforms Cl A (META) 0.3 $421k 735.00 572.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $411k 858.00 479.20
Visa Com Cl A (V) 0.3 $409k 1.4k 302.24
International Business Machines (IBM) 0.2 $370k 1.5k 242.39
Microsoft Corporation (MSFT) 0.2 $352k 951.00 370.17
Johnson Controls Internation SHS (JCI) 0.2 $329k 2.5k 130.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $316k 2.8k 113.11
Newmont Mining Corporation (NEM) 0.2 $315k 2.9k 108.25
Procter & Gamble Company (PG) 0.2 $305k 2.1k 144.44
Home Depot (HD) 0.2 $290k 881.00 328.89
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $283k 1.3k 211.15
Cisco Systems (CSCO) 0.2 $281k 3.6k 77.59
Ge Vernova (GEV) 0.2 $272k 311.00 872.90
Eaton Corp SHS (ETN) 0.2 $269k 752.00 357.67
Parker-Hannifin Corporation (PH) 0.2 $238k 266.00 895.24
Nextera Energy (NEE) 0.2 $234k 2.5k 92.88
Lockheed Martin Corporation (LMT) 0.1 $208k 344.00 604.39
3M Company (MMM) 0.1 $208k 1.4k 145.23
Caterpillar (CAT) 0.1 $207k 292.00 708.46
Ge Aerospace Com New (GE) 0.1 $204k 720.00 283.77
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $200k 4.3k 46.23