StockDriftsStockDriftsTop 50 SageGuard Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.69% | 139.9K | $40.5M | -2.02%(-2.88K) | $263.24(+16.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.37% | 120.0K | $24.0M | -5.96%(-7.61K) | $186.54(+18.18%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.29% | 380.9K | $23.4M | +8.05%(+28.39K) | $57.80(+3.24%) | 2026-06-30 | |
| WMT | WALMART INC | 3.18% | 199.8K | $22.6M | +2.45%(+4.79K) | $107.50(+5.24%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.02% | 90.1K | $21.5M | -3.74%(-3.50K) | $225.20(+22.09%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.63% | 37.4K | $18.7M | +0.21%(+80) | $493.88(+5.97%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.6% | 25.1K | $18.5M | -0.01%(-2) | $606.97(+18.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.25% | 43.0K | $16.0M | -14.47%(-7.27K) | $500.79(+0.39%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.23% | 14.9K | $15.9M | -2.75%(-421) | $525.01(+63.00%) | 2026-06-30 | |
| KO | COCA COLA CO | 2.2% | 193.0K | $15.7M | -8.76%(-18.53K) | $68.12(+27.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.30% |
SageGuard Financial Group, LLC reports $711.72M in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.7%), NVDA (3.4%) and JEPQ (3.3%). The top 20 holdings account for 45.9% of reported assets. Its disclosed equity book has returned +11.84% cumulatively over 6 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 SageGuard Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861378). View SageGuard Financial Group, LLC’s 13F filings on SEC