SageGuard Financial Group, LLC
SageGuard Financial Group, LLC reported 211 positions worth $711.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAPL (5.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $40.5M | 5.69% | 139,881 | — | — | |
| ▸ 2 | NVDA | SH | $24.0M | 3.37% | 119,956 | — | — | |
| ▸ 3 | JEPQ | SH | $23.4M | 3.29% | 380,856 | — | — | |
| ▸ 4 | WMT | SH | $22.6M | 3.18% | 199,823 | — | — | |
| ▸ 5 | AMZN | SH | $21.5M | 3.02% | 90,105 | — | — | |
| ▸ 6 | BRK-B | SH | $18.7M | 2.63% | 37,392 | — | — | |
| ▸ 7 | QQQ | SH | $18.5M | 2.60% | 25,134 | — | — | |
| ▸ 8 | MSFT | SH | $16.0M | 2.25% | 42,979 | — | — | |
| ▸ 9 | CAT | SH | $15.9M | 2.23% | 14,886 | — | — | |
| ▸ 10 | KO | SH | $15.7M | 2.20% | 192,968 | — | — |
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Frequently Asked Questions
What stocks does SageGuard Financial Group, LLC hold as of Q2 2026?
SageGuard Financial Group, LLC reported 211 positions worth $711.7M in its Q2 2026 13F filing. Largest positions: AAPL (5.7%), NVDA (3.4%), JEPQ (3.3%), WMT (3.2%) and AMZN (3.0%).
What did SageGuard Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SageGuard Financial Group, 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.