StockDriftsStockDriftsTop 50 Pacific Sage Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 13.47% | 3.84M | $94.6M | +10.21%(+355.40K) | $24.60(-0.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 9.91% | 186.6K | $69.6M | -1.09%(-2.06K) | $248.93(+95.26%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 9.67% | 1.30M | $67.9M | +10.56%(+123.92K) | $52.89(-1.63%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.82% | 1.73M | $47.9M | +3.32%(+55.57K) | $16.68(+71.78%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.8% | 699.4K | $40.7M | +9.76%(+62.21K) | $58.19(-0.07%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.79% | 809.8K | $40.7M | +7.89%(+59.25K) | $50.06(-0.72%) | 2026-06-30 | |
| IWD | ISHARES TR | 5.67% | 164.3K | $39.8M | +6.00%(+9.30K) | $159.71(+61.13%) | 2026-06-30 | |
| SSUS | STRATEGY SHS | 2.78% | 353.3K | $19.5M | -9.35%(-36.44K) | $36.43(+56.53%) | 2026-06-30 | |
| SLDR | GLOBAL X FDS | 2.51% | 354.2K | $17.6M | +2.95%(+10.14K) | $50.11(-0.80%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.51% | 142.0K | $17.6M | +13.14%(+16.49K) | $72.42(+70.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.41% | +27.41% | — | — | +43.40% |
| Top 20 Holdings Unweighted | +13.02% | +44.37% | — | — | +62.70% |
Pacific Sage Partners, LLC reports $704.55M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are SCHR (13.5%), MSFT (9.9%) and BINC (9.7%). The top 20 holdings account for 83.98% of reported assets. Its disclosed equity book has returned +27.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacific Sage Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1936845). View Pacific Sage Partners, LLC’s 13F filings on SEC