SageView Advisory Group, LLC
CIK 0001914558 · NEWPORT BEACH, CA · Quarter end: 2026-03-31 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.74B
2026 Q1
Positions
586
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.8%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
AGG
ISHARES TR
13.5%
VONV
VANGUARD SCOTTSDALE FDS
10.2%
VONG
VANGUARD SCOTTSDALE FDS
8.3%
SCHF
SCHWAB STRATEGIC TR
6.0%
VXF
VANGUARD INDEX FDS
5.0%
SCHE
SCHWAB STRATEGIC TR
4.1%
IAGG
ISHARES TR
4.0%
REET
ISHARES TR
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.