StockDriftsStockDriftsTop 41 Sageworth Trust Co of South Dakota Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD US TOTAL STOCK MKT SH | 17.05% | 74.7K | $27.6M | +11.90%(+7.94K) | $240.73(+58.70%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 11.96% | 28.2K | $19.4M | +29.28%(+6.39K) | $554.52(+28.23%) | 2026-06-30 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | 8.95% | 169.7K | $14.5M | +1.09%(+1.83K) | $64.02(+36.33%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKET | 4.79% | 108.9K | $7.8M | +87.45%(+50.82K) | $59.98(+21.67%) | 2026-06-30 | |
| ACWI | ISHARES MSCI ACWI ETF | 3.01% | 31.1K | $4.9M | +0.00%(+0) | $85.23(+89.45%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.99% | 20.3K | $4.8M | +40.57%(+5.87K) | $183.25(+50.04%) | 2026-06-30 | |
| ACWX | ISHARES MSCI ACWI EX US | 2.83% | 60.2K | $4.6M | +25.74%(+12.32K) | $52.22(+48.40%) | 2026-06-30 | |
| DFAU | DIMENSIONAL US CORE EQUITY MAR | 2.52% | 78.9K | $4.1M | -1.01%(-804) | $46.27(+15.75%) | 2026-06-30 | |
| TJX | TJX COMPANIES INC (NEW) CMN | 2.47% | 26.4K | $4.0M | +47.69%(+8.54K) | $99.54(+59.09%) | 2026-06-30 | |
| CMI | CUMMINS INC | 1.78% | 4.1K | $2.9M | +0.00%(+0) | $222.63(+190.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.35% | +65.77% | +9.66% | +58.58% |
| Top 20 Holdings Unweighted | +18.98% | +68.43% | +11.80% | +74.70% |
Sageworth Trust Co of South Dakota reports $162.08M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.1%), VOO (12.0%) and VXUS (8.9%). The top 20 holdings account for 67.13% of reported assets. Its disclosed equity book has returned +65.77% 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 of South Dakota’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1871593). View Sageworth Trust Co of South Dakota’s 13F filings on SEC