StockDriftsStockDriftsTop 50 Sage Private Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDT | FIRST TR EXCH TRD ALPHDX FD | 7.74% | 246.1K | $23.1M | +2.95%(+7.05K) | $76.19(+16.91%) | 2026-09-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 7.58% | 218.5K | $22.6M | +5.80%(+11.98K) | $70.96(+35.52%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.48% | 394.6K | $19.3M | -3.86%(-15.83K) | $43.09(+13.16%) | 2026-09-30 | |
| GRNY | TIDAL TRUST I | 6.11% | 654.0K | $18.2M | -2.76%(-18.57K) | $23.84(+13.24%) | 2026-09-30 | |
| DBMF | IM GLOBAL PARTNER FUNDS | 5.95% | 544.3K | $17.7M | +1.84%(+9.82K) | $29.10(+11.56%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 5.53% | 210.8K | $16.5M | +2.92%(+5.98K) | $56.71(+33.41%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 5.19% | 188.2K | $15.5M | +4.61%(+8.30K) | $65.94(+20.81%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.85% | 63.2K | $14.4M | +20.86%(+10.91K) | $165.75(+28.03%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.35% | 138.6K | $10.0M | new | $74.53(-2.32%) | 2026-09-30 | |
| DSTL | ETF SER SOLUTIONS | 3.23% | 150.5K | $9.6M | new | $61.94(+13.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.05% | +48.36% | +3.65% | +19.64% |
| Top 20 Holdings Unweighted | +20.12% | +73.33% | +7.56% | +43.97% |
Sage Private Wealth Group LLC reports $297.68M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are FDT (7.7%), AIRR (7.6%) and CGDV (6.5%). The top 20 holdings account for 75.94% of reported assets. Its disclosed equity book has returned +48.36% on a three-year cumulative basis. Figures reflect the Q3 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