StockDriftsStockDriftsTop 50 Sagace Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 6.09% | 116.5K | $9.6M | +1.95%(+2.23K) | $80.47(+0.95%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.07% | 119.1K | $9.6M | -0.13%(-150) | $64.31(+29.11%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.68% | 34.8K | $7.4M | +0.98%(+339) | $172.19(+28.24%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.03% | 83.0K | $6.4M | -0.93%(-776) | $76.48(-1.23%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.69% | 81.8K | $5.8M | -0.62%(-512) | $50.25(+45.24%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.45% | 63.8K | $5.5M | +0.15%(+96) | $71.29(+22.43%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.42% | 111.7K | $5.4M | -2.49%(-2.85K) | $48.18(-0.72%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.37% | 7.7K | $5.3M | +2.34%(+177) | $492.90(+44.26%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 3.06% | 15.8K | $4.8M | -3.05%(-497) | $252.27(+21.20%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 3.05% | 182.3K | $4.8M | -1.38%(-2.55K) | $26.71(-3.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.98% |
Sagace Wealth Management LLC reports $159.41M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (6.1%), VO (6.1%) and RSP (4.7%). The top 20 holdings account for 65.45% of reported assets. Its disclosed equity book has returned +15.61% cumulatively over 8 quarters. 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 Sagace Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2027449). View Sagace Wealth Management LLC’s 13F filings on SEC