Sageworth Trust Co
CIK 0001482688 · LANCASTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
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
Top Holdings
VTI
VANGUARD US TOTAL STOCK MKT SH
15.9%
VXUS
VANGUARD TOTAL INTERNATIONAL S
12.9%
VOO
VANGUARD S & P 500 ETF
10.8%
ACWI
ISHARES MSCI ACWI ETF
10.7%
DFAU
DIMENSIONAL US CORE EQUITY MAR
9.0%
SPY
SPDR S & P 500 ETF TRUST
6.5%
DFIC
DIMENSIONAL ETF TRUST INTERNAT
4.7%
ACWX
ISHARES MSCI ACWI EX US
4.1%
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.