StockDriftsStockDriftsTop 50 Sage Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 37.5% | 23.00M | $677.0M | -0.46%(-106.45K) | $9.60(+217.77%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.36% | 1.49M | $114.8M | +2.31%(+33.58K) | $48.78(+61.03%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.11% | 622.5K | $92.3M | +2.73%(+16.52K) | $96.50(+55.40%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.8% | 407.6K | $86.7M | +10.06%(+37.26K) | $192.06(+15.46%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.32% | 1.31M | $78.0M | +5.00%(+62.25K) | $49.02(+23.19%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.22% | 349.8K | $76.2M | -1.08%(-3.81K) | $63.81(+256.54%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.9% | 817.9K | $70.5M | -2.33%(-19.52K) | $21.17(+321.35%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.49% | 752.2K | $63.0M | +3.76%(+27.25K) | $56.32(+52.95%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.09% | 81.3K | $55.8M | -0.29%(-239) | $342.73(+107.94%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.05% | 1.01M | $37.1M | +2.11%(+20.80K) | $20.53(+78.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.82% | +72.03% | +9.57% | +57.92% |
| Top 20 Holdings Unweighted | +15.73% | +55.01% | +7.31% | +42.28% |
Sage Financial Group INC reports $1.81B in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (37.5%), IJH (6.4%) and IJR (5.1%). The top 20 holdings account for 88.32% of reported assets. Its disclosed equity book has returned +72.03% 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.
Sign up free to track Sage Financial Group INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sage Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 882119). View Sage Financial Group INC’s 13F filings on SEC