Arkolith/Funds/Sagace Wealth Management LLC

Sagace Wealth Management LLC

CIK 2027449Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Sagace Wealth Management LLC holds a diversified book of 70 reported positions worth $158.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Vanguard Intermediate-Term B. Their largest long position is Vanguard Int-Term Corporate at 6% of the reported non-option book. They also disclosed $1.3M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +17% (+8.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Sagace Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.3%
+8.8%/yr · since Oct '24
Their reported book
+15.8%
held from quarter-end
S&P 500
+34.5%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Sagace Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.5 points over this window.

Growth of $10,000 cloning Sagace Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

11% mapped to company sectors

ETFs / funds
89%
Financials
3%
Information Technology
2%
Real Estate
2%
Industrials
1%
Consumer Discretionary
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sagace Wealth Management LLC

Manager / fundShared namesTheir $ in those
9823 Capital, L.P.8 / 70$120.8M
Fortune 45 LLC13 / 70$189.2M
Ni Acquisitions Company, LLC28 / 70$189.1M
Golden Road Advisors LLC21 / 70$162.6M
DiPaolo Financial Group, Inc.21 / 70$120.1M
BCK Partners, Inc.10 / 70$160.5M
Nicholas Hoffman & Company, LLC.41 / 70$3.6B
Prosperity Advisers, LLC16 / 70$103.9M

Ranked by the share of each fund's own book sitting in the names it shares with Sagace Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

70 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INT-TERM CORP
$9.6M116.5K
6.1%
+1.9%
Added · +2K sh
2Vanguard Index FDS
MID CAP ETF
$9.6M119.1K
6.1%
+299%
Added · +89K sh
3Invesco Exchange Traded FD T
S&P500 EQL WGT
$7.4M34.8K
4.7%
+1.0%
Added · +339 sh
4Vanguard BD Index FDS
INTERMED TERM
$6.4M83.0K
4.0%
−0.9%
Reduced · −776 sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.8M81.8K
3.7%
−0.6%
Reduced · −512 sh
6Vanguard Star FDS
VG TL INTL STK F
$5.5M63.8K
3.5%
+0.1%
Added · +96 sh
7Vanguard Charlotte FDS
TOTAL INT BD ETF
$5.4M111.7K
3.4%
−2.5%
Reduced · −3K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$5.3M7.7K
3.4%
+2.3%
Added · +177 sh
9Vanguard Index FDS
MCAP GR IDXVIP
$4.8M15.8K
3.1%
−3.0%
Reduced · −497 sh
10Schwab Strategic TR
US TIPS ETF
$4.8M182.3K
3.1%
−1.4%
Reduced · −3K sh
11Vanguard Index FDS
SMALL CP ETF
$4.8M15.8K
3.0%
−0.2%
Reduced · −34 sh
12Vanguard Scottsdale FDS
LG-TERM COR BD
$4.6M61.4K
2.9%
~0%
Reduced · −1 sh
13Ishares TR
EAFE GRWTH ETF
$4.6M37.0K
2.9%
+2.1%
Added · +769 sh
14Invesco Exchange Traded FD T
S&P MDCP QUALITY
$4.0M35.3K
2.5%
+0.4%
Added · +133 sh
15Ishares TR
IBOXX HI YD ETF
$4.0M49.6K
2.5%
+0.8%
Added · +389 sh
16First TR Exchange Traded FD
NASD TECH DIV
$3.9M33.9K
2.5%
−0.5%
Reduced · −162 sh
17Ishares TR
PFD AND INCM SEC
$3.8M125.0K
2.4%
−1.8%
Reduced · −2K sh
18Vanguard Malvern FDS
STRM INFPROIDX
$3.3M66.4K
2.1%
+0.1%
Added · +96 sh
19Vanguard Index FDS
MCAP VL IDXVIP
$3.0M15.0K
1.9%
−0.3%
Reduced · −53 sh
20Digital Rlty TR Inc
COM
$2.8M15.9K
1.8%
−0.2%
Reduced · −37 sh
21Schwab Strategic TR
US REIT ETF
$2.8M119.7K
1.8%
−2.8%
Reduced · −3K sh
22American Centy ETF TR
AVANTIS EMGMKT
$2.8M29.3K
1.8%
−0.8%
Reduced · −240 sh
23Vanguard BD Index FDS
LONG TERM BOND
$2.8M40.3K
1.8%
−0.8%
Reduced · −313 sh
24Ishares Gold TR
ISHARES NEW
$2.8M36.4K
1.7%
+7.3%
Added · +2K sh
25Vanguard Index FDS
GROWTH ETF
$2.7M30.8K
1.7%
+505%
Added · +26K sh
26Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.6M43.1K
1.6%
+1.2%
Added · +523 sh
27Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.5M32.1K
1.6%
+1.4%
Added · +459 sh
28Invesco QQQ TR
UNIT SER 1
$2.4M3.2K
1.5%
−1.4%
Reduced · −46 sh
29Vanguard World FD
MATERIALS ETF
$2.4M10.3K
1.5%
+2.8%
Added · +281 sh
30Vanguard Whitehall FDS
EM MK GOV BD ETF
$2.3M34.9K
1.5%
−2.2%
Reduced · −779 sh
31Vanguard Index FDS
VALUE ETF
$2.2M10.2K
1.4%
+0.7%
Added · +71 sh
32Vanguard Index FDS
SML CP GRW ETF
$2.1M5.6K
1.3%
+0.8%
Added · +46 sh
33Vanguard Whitehall FDS
HIGH DIV YLD
$1.9M11.9K
1.2%
−0.4%
Reduced · −47 sh
34Invesco Exchange Traded FD T
S&P500 QUALITY
$1.8M20.3K
1.2%
+26%
Added · +4K sh
35Schwab Strategic TR
US DIVIDEND EQ
$1.7M54.6K
1.1%
+1.1%
Added · +620 sh
36Vanguard BD Index FDS
SHORT TRM BOND
$1.5M19.5K
1.0%
+1.3%
Added · +257 sh
37Apple Inc
COM
$1.3M4.6K
0.8%
+1.6%
Added · +72 sh
38Ishares TR
EAFE VALUE ETF
$1.3M16.8K
0.8%
+0.9%
Added · +147 sh
39Ishares TR
INTL SEL DIV ETF
$1.3M30.2K
0.8%
~0%
Reduced · −12 sh
40Ssga Active ETF TR
ST STR BL LN ETF
$1.2M30.0K
0.8%
+0.5%
Added · +156 sh
41Ishares Bitcoin Trust ETF
SHS BEN INT
$1.2M35.6K
0.7%
−3.8%
Reduced · −1K sh
42Vanguard Index FDS
SM CP VAL ETF
$1.1M4.7K
0.7%
−0.2%
Reduced · −10 sh
43Amazon Com Inc
COM
$765K3.2K
0.5%
+2.5%
Added · +80 sh
44Broadcom Inc
COM
$530K1.4K
0.3%
−7.8%
Reduced · −118 sh
45Johnson & Johnson
COM
$476K1.9K
0.3%
Held
46Citigroup Inc
COM NEW
$473K3.4K
0.3%
−12%
Reduced · −445 sh
47Visa Inc
COM CL A
$464K1.4K
0.3%
Held
48Netflix Inc.
COM
$432K6.0K
0.3%
−4.0%
Reduced · −252 sh
49Berkshire Hathaway Inc Del
CL B NEW
$429K858
0.3%
Held
50Exxon Mobil Corp
COM
$390K2.8K
0.2%
−0.1%
Reduced · −4 sh
Showing 50 of 70 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$1.3M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishAPPLE INCAAPL$1.3M4K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$159.4M · Q2 2026Q3 2024 · $129.6MQ2 2026 · $159.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202634d74$159.4M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d75$149.2M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202633d71$147.4M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d69$147.2M13F-HR
Q2 2025Jun 30, 2025Jul 28, 202528d62$133.8M13F-HR
Q1 2025Mar 31, 2025Apr 15, 202515d66$132.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202514d63$133.8M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d64$129.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.