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Pacific Sage Partners, LLC

Portfolio Manager
Pacific Sage Partners, LLC
Performance
-4.02% (2026 Q1)
AUM (13F)
$635.63M
# of Holdings
120
Performance Rank
Allocation (Top 20)
84.42%

Pacific Sage Partners, LLC Holdings Map

Top 50 Pacific Sage Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHR
SCHWAB STRATEGIC TR
13.66%3.48M$86.7M
+9.64%(+306.11K)
2025-Q1: 2.71M shares2025-Q2: 2.63M shares2025-Q3: 2.92M shares2025-Q4: 3.17M shares2026-Q1: 3.48M shares
$24.59(+0.38%)
2026-03-31
MSFT
MICROSOFT CORP
11.01%188.7K$69.9M
+0.19%(+364)
2025-Q1: 193.1K shares2025-Q2: 190.4K shares2025-Q3: 188.9K shares2025-Q4: 188.3K shares2026-Q1: 188.7K shares
$248.93(+62.78%)
2026-03-31
BINC
BLACKROCK ETF TRUST II
9.6%1.17M$60.9M
+9.92%(+105.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 977.9K shares2025-Q4: 1.07M shares2026-Q1: 1.17M shares
$52.98(-1.37%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
6.53%1.67M$41.4M
+2.13%(+34.86K)
2025-Q1: 1.73M shares2025-Q2: 1.66M shares2025-Q3: 1.62M shares2025-Q4: 1.64M shares2026-Q1: 1.67M shares
$16.38(+66.76%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
5.91%750.5K$37.5M
+10.29%(+69.99K)
2025-Q1: 0 shares2025-Q2: 552.2K shares2025-Q3: 614.1K shares2025-Q4: 680.5K shares2026-Q1: 750.5K shares
$50.06(+0.80%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
5.88%637.2K$37.3M
+9.42%(+54.88K)
2025-Q1: 786.0K shares2025-Q2: 477.0K shares2025-Q3: 529.4K shares2025-Q4: 582.4K shares2026-Q1: 637.2K shares
$58.18(+0.16%)
2026-03-31
IWD
ISHARES TR
5.22%155.0K$33.1M
+2.00%(+3.04K)
2025-Q1: 141.3K shares2025-Q2: 144.1K shares2025-Q3: 146.5K shares2025-Q4: 152.0K shares2026-Q1: 155.0K shares
$155.73(+50.70%)
2026-03-31
SSUS
STRATEGY SHS
2.87%389.7K$18.2M
+5.95%(+21.89K)
2025-Q1: 389.3K shares2025-Q2: 409.1K shares2025-Q3: 362.7K shares2025-Q4: 367.8K shares2026-Q1: 389.7K shares
$36.43(+48.78%)
2026-03-31
SLDR
GLOBAL X FDS
2.71%344.1K$17.2M
+8.59%(+27.23K)
2025-Q1: 169.5K shares2025-Q2: 214.7K shares2025-Q3: 283.6K shares2025-Q4: 316.8K shares2026-Q1: 344.1K shares
$50.12(-0.63%)
2026-03-31
BILS
SPDR SERIES TRUST
2.41%153.8K$15.3M
+14.61%(+19.60K)
2025-Q1: 32.4K shares2025-Q2: 70.1K shares2025-Q3: 108.2K shares2025-Q4: 134.2K shares2026-Q1: 153.8K shares
$99.40(-0.15%)
2026-03-31

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