Pacific Sage Partners, LLC

CIK 0001936845 · EDMONDS, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Pacific Sage Partners, LLC reported 127 positions worth $704.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHR (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$704.6M
2026 Q2
Positions
127
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.7%
Est. Net Flow (Q)
2026 Q2
10 / 127 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHRSCHWAB STRATEGIC TRSH$94.6M13.42%3,835,408
2MSFTMICROSOFT CORPSH$69.6M9.88%186,646
3BINCBLACKROCK ETF TRUST IISH$67.9M9.64%1,297,061
4SCHFSCHWAB STRATEGIC TRSH$47.9M6.80%1,728,851
5VGSHVANGUARD SCOTTSDALE FDSSH$40.7M5.78%699,446
6VTIPVANGUARD MALVERN FDSSH$40.7M5.77%809,759
7IWDISHARES TRSH$39.8M5.65%164,320
8SSUSSTRATEGY SHSSH$19.5M2.77%353,250
9SLDRGLOBAL X FDSSH$17.6M2.50%354,216
10IWFISHARES TRSH$17.6M2.50%142,005

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pacific Sage Partners, LLC hold as of Q2 2026?

Pacific Sage Partners, LLC reported 127 positions worth $704.6M in its Q2 2026 13F filing. Largest positions: SCHR (13.4%), MSFT (9.9%), BINC (9.6%), SCHF (6.8%) and VGSH (5.8%).

What did Pacific Sage Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pacific Sage Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.