StockDriftsStockDriftsTop 50 SageView Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 11.46% | 3.53M | $349.7M | -4.78%(-177.45K) | $97.94(-0.54%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 9.63% | 2.76M | $293.9M | -6.90%(-205.05K) | $79.71(+42.17%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 8.09% | 1.93M | $246.9M | -6.38%(-131.64K) | $92.08(+38.98%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.68% | 6.26M | $173.3M | -5.41%(-357.68K) | $17.38(+62.63%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 5.15% | 638.5K | $157.2M | -4.56%(-30.50K) | $177.37(+39.34%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 3.77% | 3.17M | $114.9M | -5.83%(-196.38K) | $24.78(+48.94%) | 2026-06-30 | |
| IAGG | ISHARES TR | 3.35% | 2.02M | $102.4M | -8.08%(-177.84K) | $49.11(+1.74%) | 2026-06-30 | |
| REET | ISHARES TR | 2.93% | 3.24M | $89.5M | -3.92%(-132.15K) | $23.46(+18.20%) | 2026-06-30 | |
| SCHC | SCHWAB STRATEGIC TR | 2.69% | 1.70M | $82.0M | -4.38%(-78.01K) | $33.81(+50.43%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.3% | 93.6K | $70.1M | +113.27%(+49.69K) | $625.25(+24.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.06% | +36.98% | — | — | +48.66% |
| Top 20 Holdings Unweighted | +11.88% | +40.03% | — | — | +52.24% |
SageView Advisory Group, LLC reports $3.05B in US-listed equity holdings across 615 positions in its most recent 13F filing. Its largest disclosed positions are AGG (11.5%), VONV (9.6%) and VONG (8.1%). The top 20 holdings account for 64.63% of reported assets. Its disclosed equity book has returned +36.98% 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 SageView Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914558). View SageView Advisory Group, LLC’s 13F filings on SEC