Sageworth Trust Co of South Dakota

CIK 0001871593 · SIOUX FALLS, SD · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Sageworth Trust Co of South Dakota reported 61 positions worth $162.1M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VTI (17.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$162.1M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.4%
Est. Net Flow (Q)
2026 Q2
10 / 61 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD US TOTAL STOCK MKT SHSH$27.6M17.05%74,680
2VOOVANGUARD S&P 500 ETFSH$19.4M11.96%28,219
3VXUSVANGUARD TOTAL INTERNATIONAL SSH$14.5M8.95%169,729
4DCORDIMENSIONAL ETF TRUST US CORESH$9.1M5.64%111,540
5DFICDIMENSIONAL ETF TRUST INTERNATSH$8.2M5.09%221,248
6DFASDIMENSIONAL U.S. SMALL CAP ETFSH$8.1M5.01%98,702
7VEAVANGUARD FTSE DEVELOPED MARKETSH$7.8M4.79%108,932
8DFEMDIMENSIONAL ETF TRUST EMERGINGSH$6.3M3.89%155,277
9ACWIISHARES MSCI ACWI ETFSH$4.9M3.01%31,062
10AMZNAMAZON COM INCSH$4.8M2.99%20,347

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

Frequently Asked Questions

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

Sageworth Trust Co of South Dakota reported 61 positions worth $162.1M in its Q2 2026 13F filing. Largest positions: VTI (17.1%), VOO (12.0%), VXUS (9.0%), DCOR (5.6%) and DFIC (5.1%).

What did Sageworth Trust Co of South Dakota buy in Q2 2026?

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

What did Sageworth Trust Co of South Dakota 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.