StockDriftsStockDriftsTop 50 Sageworth Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD US TOTAL STOCK MKT SH | 15.88% | 1.09M | $403.1M | -3.17%(-35.67K) | $159.09(+140.13%) | 2026-06-30 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | 12.87% | 3.82M | $326.8M | -3.29%(-130.03K) | $54.40(+60.43%) | 2026-06-30 | |
| VOO | VANGUARD S & P 500 ETF | 10.84% | 400.7K | $275.2M | -0.54%(-2.17K) | $397.75(+78.77%) | 2026-06-30 | |
| ACWI | ISHARES MSCI ACWI ETF | 10.67% | 1.73M | $270.9M | -0.22%(-3.89K) | $60.23(+168.10%) | 2026-06-30 | |
| DFAU | DIMENSIONAL US CORE EQUITY MAR | 9.05% | 4.44M | $229.7M | -0.81%(-36.16K) | $42.55(+25.88%) | 2026-06-30 | |
| ACWX | ISHARES MSCI ACWI EX US | 4.13% | 1.38M | $104.9M | -2.39%(-33.71K) | $43.70(+77.34%) | 2026-06-30 | |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 3.51% | 568.2K | $89.2M | -1.23%(-7.07K) | $78.01(+106.92%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKET | 3.1% | 1.10M | $78.7M | +2.26%(+24.41K) | $48.13(+51.65%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 1.29% | 150.1K | $32.7M | -12.22%(-20.89K) | $122.80(+83.89%) | 2026-06-30 | |
| EAGL | Eagle Capital Select Equity ET | 1.18% | 929.0K | $29.9M | new | $30.85(+14.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.09% | +60.54% | +8.66% | +51.45% |
| Top 20 Holdings Unweighted | +15.64% | +54.63% | +8.59% | +50.98% |
Sageworth Trust Co reports $2.54B in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.9%), VXUS (12.9%) and VOO (10.8%). The top 20 holdings account for 77.03% of reported assets. Its disclosed equity book has returned +60.54% 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 Sageworth Trust Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1482688). View Sageworth Trust Co’s 13F filings on SEC