StockDriftsStockDriftsTop 50 Sage Financial Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.16% | 73.7K | $55.2M | -1.32%(-987) | $485.59(+60.41%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 15% | 711.7K | $54.6M | +6.14%(+41.17K) | $78.32(-3.56%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.25% | 445.6K | $37.3M | +1.01%(+4.47K) | $59.01(+45.99%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 8.96% | 418.6K | $32.6M | +10.83%(+40.90K) | $78.28(-0.84%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 7.69% | 950.6K | $28.0M | -0.23%(-2.22K) | $15.48(+97.04%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.8% | 116.1K | $13.8M | -1.11%(-1.30K) | $59.98(+104.85%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.18% | 146.6K | $11.6M | +5.95%(+8.24K) | $77.68(+1.22%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.15% | 148.7K | $11.5M | +0.49%(+719) | $58.62(+33.99%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.03% | 106.1K | $11.0M | -1.00%(-1.07K) | $70.47(+54.19%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.96% | 388.6K | $10.8M | -0.15%(-571) | $15.83(+80.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.92% | +5.86% | +32.93% |
| Top 20 Holdings Unweighted | +13.48% | +46.13% | +6.66% | +38.05% |
Sage Financial Management Group, Inc. reports $363.96M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.2%), BIV (15.0%) and VEU (10.3%). The top 20 holdings account for 92.03% of reported assets. Its disclosed equity book has returned +40.92% 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 Sage Financial Management Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1762086). View Sage Financial Management Group, Inc.’s 13F filings on SEC