Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. reported 61 positions worth $364.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $55.2M | 15.16% | 73,702 | — | — | |
| ▸ 2 | BIV | SH | $54.6M | 15.00% | 711,661 | — | — | |
| ▸ 3 | VEU | SH | $37.3M | 10.25% | 445,596 | — | — | |
| ▸ 4 | BSV | SH | $32.6M | 8.96% | 418,585 | — | — | |
| ▸ 5 | SCHX | SH | $28.0M | 7.69% | 950,604 | — | — | |
| ▸ 6 | SPYG | SH | $13.8M | 3.80% | 116,088 | — | — | |
| ▸ 7 | VCSH | SH | $11.6M | 3.18% | 146,637 | — | — | |
| ▸ 8 | IJH | SH | $11.5M | 3.15% | 148,731 | — | — | |
| ▸ 9 | EFA | SH | $11.0M | 3.03% | 106,104 | — | — | |
| ▸ 10 | SCHF | SH | $10.8M | 2.96% | 388,571 | — | — |
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Frequently Asked Questions
What stocks does Sage Financial Management Group, Inc. hold as of Q2 2026?
Sage Financial Management Group, Inc. reported 61 positions worth $364.0M in its Q2 2026 13F filing. Largest positions: IVV (15.2%), BIV (15.0%), VEU (10.3%), BSV (9.0%) and SCHX (7.7%).
What did Sage Financial Management Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sage Financial Management Group, Inc. 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.