Sageworth Trust Co

Name: Sageworth Trust Co — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001482688 · LANCASTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗

Sageworth Trust Co reported 127 positions worth $2.54B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VTI (15.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$2.54B

2026 Q2

Positions

127

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

81.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 127 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VTI	VANGUARD US TOTAL STOCK MKT SH	SH	$403.1M	15.88%	1,089,282	—	—
▸ 2	VXUS	VANGUARD TOTAL INTERNATIONAL S	SH	$326.8M	12.87%	3,822,374	—	—
▸ 3	VOO	VANGUARD S & P 500 ETF	SH	$275.2M	10.84%	400,722	—	—
▸ 4	ACWI	ISHARES MSCI ACWI ETF	SH	$270.9M	10.67%	1,726,067	—	—
▸ 5	DFAU	DIMENSIONAL US CORE EQUITY MAR	SH	$229.7M	9.05%	4,443,421	—	—
▸ 6	SPY	SPDR S & P 500 ETF TRUST	SH	$164.5M	6.48%	220,218	—	—
▸ 7	DFIC	DIMENSIONAL ETF TRUST INTERNAT	SH	$118.6M	4.67%	3,184,052	—	—
▸ 8	ACWX	ISHARES MSCI ACWI EX US	SH	$104.9M	4.13%	1,378,607	—	—
▸ 9	VT	VANGUARD TOTAL WORLD STOCK ETF	SH	$89.2M	3.51%	568,189	—	—
▸ 10	VEA	VANGUARD FTSE DEVELOPED MARKET	SH	$78.7M	3.10%	1,104,193	—	—

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

Frequently Asked Questions

What stocks does Sageworth Trust Co hold as of Q2 2026?

Sageworth Trust Co reported 127 positions worth $2.54B in its Q2 2026 13F filing. Largest positions: VTI (15.9%), VXUS (12.9%), VOO (10.8%), ACWI (10.7%) and DFAU (9.0%).

What did Sageworth Trust Co buy in Q2 2026?

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

What did Sageworth Trust Co 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.