StockDriftsStockDriftsTop 50 Sage Private Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIRR | First Trust - American Industrial Renaissance ETF | 12.37% | 206.6K | $27.5M | +4.66%(+9.20K) | $68.22(+82.86%) | 2026-06-30 | |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | 10.17% | 239.0K | $22.6M | +10.66%(+23.03K) | $75.66(+25.73%) | 2026-06-30 | |
| CGDV | Capital Group Dividend Value ETF | 9.09% | 410.5K | $20.2M | -2.57%(-10.81K) | $43.09(+18.04%) | 2026-06-30 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 8.36% | 672.5K | $18.6M | -1.92%(-13.18K) | $23.84(+18.36%) | 2026-06-30 | |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 7.36% | 534.5K | $16.4M | +7.87%(+39.02K) | $29.05(+7.91%) | 2026-06-30 | |
| IAU | iShares Gold Trust | 6.96% | 204.9K | $15.5M | +9.56%(+17.87K) | $56.12(+47.87%) | 2026-06-30 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 6.42% | 179.9K | $14.3M | +8.61%(+14.26K) | $65.25(+33.57%) | 2026-06-30 | |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 5.68% | 108.9K | $12.6M | +14.85%(+14.08K) | $123.92(-4.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.71% | 52.3K | $10.5M | +1.29%(+668) | $155.64(+45.25%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.25% | 17.3K | $5.0M | +4.19%(+696) | $177.65(+71.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.61% | +46.65% | +3.42% | +18.32% |
| Top 20 Holdings Unweighted | +18.03% | +64.42% | +6.79% | +38.87% |
Sage Private Wealth Group LLC reports $222.42M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are AIRR (12.4%), FDT (10.2%) and CGDV (9.1%). The top 20 holdings account for 81.29% of reported assets. Its disclosed equity book has returned +46.65% 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 Private Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845635). View Sage Private Wealth Group LLC’s 13F filings on SEC