Sage Financial Group Inc holds a focused book of 110 stocks worth $1.8B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Goldman Sachs Marketbeta US and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 37% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/882119/holdings"
Use Arkolith to show SAGE FINANCIAL GROUP INC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sage Financial Group Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sage Financial Group Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $289.4B |
| MORGAN STANLEY | 80 / 80 | $258.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $176.2B |
| FMR LLC | 80 / 80 | $124.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $112.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $101.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $78.8B |
| LPL Financial LLC | 80 / 80 | $78.0B |
Ranked by how many of Sage Financial Group Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $677.0M | 23.00M | 37.5% | ▼−0.5% Reduced · −106K sh | |
| 2 | Ishares TR CORE S&P MCP ETF | $114.8M | 1.49M | 6.4% | ▲+2.3% Added · +34K sh | |
| 3 | Ishares TR CORE S&P SCP ETF | $92.3M | 622.5K | 5.1% | ▲+2.7% Added · +17K sh | |
| 4 | Invesco Exchange Traded FD T S&P500 EQL WGT | $86.7M | 407.6K | 4.8% | ▲+10% Added · +37K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $78.0M | 1.31M | 4.3% | ▲+5.0% Added · +62K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $76.2M | 349.8K | 4.2% | ▼−1.1% Reduced · −4K sh | |
| 7 | Vanguard Index FDS GROWTH ETF | $70.5M | 817.9K | 3.9% | ▲+486% Added · +678K sh | |
| 8 | Vanguard Intl Equity Index F ALLWRLD EX US | $63.0M | 752.2K | 3.5% | ▲+3.8% Added · +27K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $55.8M | 81.3K | 3.1% | ▼−0.3% Reduced · −239 sh | |
| 10 | Schwab Strategic TR US MID-CAP ETF | $37.1M | 1.01M | 2.1% | ▲+2.1% Added · +21K sh | |
| 11 | Vanguard Index FDS LARGE CAP ETF | $36.5M | 106.1K | 2.0% | ▼−1.3% Reduced · −1K sh | |
| 12 | Vanguard Index FDS REAL ESTATE ETF | $29.5M | 305.8K | 1.6% | ▲+5.5% Added · +16K sh | |
| 13 | Schwab Strategic TR US LCAP VA ETF | $27.0M | 776.7K | 1.5% | ▲+0.6% Added · +5K sh | |
| 14 | Schwab Strategic TR US SML CAP ETF | $25.7M | 711.4K | 1.4% | ▲+1.0% Added · +7K sh | |
| 15 | Apple Inc COM | $25.2M | 87.2K | 1.4% | ▲96× Added · +86K sh | |
| 16 | Vanguard Index FDS SML CP GRW ETF | $23.8M | 65.0K | 1.3% | ▲+0.8% Added · +506 sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $21.1M | 262.3K | 1.2% | ▲+311% Added · +198K sh | |
| 18 | Vanguard Index FDS MCAP VL IDXVIP | $20.4M | 103.5K | 1.1% | ▼−0.6% Reduced · −603 sh | |
| 19 | Schwab Strategic TR US TIPS ETF | $17.4M | 656.7K | 1.0% | ▲+5.2% Added · +33K sh | |
| 20 | Schwab Strategic TR US LCAP GR ETF | $16.8M | 495.2K | 0.9% | ▼−1.3% Reduced · −7K sh | |
| 21 | SPDR Series Trust ST STR SP600SM C | $16.7M | 152.8K | 0.9% | ▼−3.9% Reduced · −6K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $16.2M | 53.5K | 0.9% | ▼−0.3% Reduced · −164 sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $14.7M | 118.7K | 0.8% | ▲+298% Added · +89K sh | |
| 24 | Ishares Inc CORE MSCI EMKT | $13.2M | 159.3K | 0.7% | ▲+30% Added · +36K sh | |
| 25 | Vanguard Index FDS MCAP GR IDXVIP | $11.6M | 37.8K | 0.6% | ▲+1.7% Added · +639 sh | |
| 26 | Vanguard Index FDS SM CP VAL ETF | $11.3M | 46.3K | 0.6% | ▼−1.0% Reduced · −453 sh | |
| 27 | Ishares TR GLB INFRASTR ETF | $8.5M | 128.1K | 0.5% | ▲+7.5% Added · +9K sh | |
| 28 | Ishares TR MSCI ACWI EX US | $7.8M | 102.4K | 0.4% | ▲+3.7% Added · +4K sh | |
| 29 | SPDR Series Trust ST STR SP400VAL | $7.0M | 73.4K | 0.4% | ▲+0.1% Added · +72 sh | |
| 30 | Ishares TR CORE S&P500 ETF | $5.8M | 7.8K | 0.3% | ▲+0.1% Added · +9 sh | |
| 31 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 7.0K | 0.3% | ▲+14% Added · +881 sh | |
| 32 | Goldman Sachs ETF TR JUST US LRG CP | $4.6M | 43.4K | 0.3% | ▲+2.1% Added · +916 sh | |
| 33 | Ishares TR RUS 1000 VAL ETF | $4.5M | 18.5K | 0.2% | ▼−0.1% Reduced · −12 sh | |
| 34 | Ishares TR EAFE VALUE ETF | $3.9M | 51.6K | 0.2% | ▲+5.6% Added · +3K sh | |
| 35 | Ishares TR RUS MDCP VAL ETF | $3.9M | 23.5K | 0.2% | ▼−2.1% Reduced · −510 sh | |
| 36 | SPDR Series Trust ST STR SP600GRWO | $3.8M | 32.2K | 0.2% | ▲+3.5% Added · +1K sh | |
| 37 | Johnson & Johnson COM | $3.6M | 14.3K | 0.2% | ▲+695% Added · +12K sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $3.4M | 9.3K | 0.2% | ▲+1.1% Added · +100 sh | |
| 39 | Ishares TR TIPS BD ETF | $3.1M | 28.4K | 0.2% | ▲+0.8% Added · +214 sh | |
| 40 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.1M | 61.0K | 0.2% | ▲+28% Added · +13K sh | |
| 41 | Ishares TR CORE S&P TTL STK | $3.0M | 18.1K | 0.2% | —Held | |
| 42 | Ishares TR RUS 1000 ETF | $2.9M | 7.1K | 0.2% | ▼−1.1% Reduced · −80 sh | |
| 43 | Ishares TR ESG AWARE MSCI | $2.6M | 46.3K | 0.1% | ▲+2.6% Added · +1K sh | |
| 44 | SPDR Series Trust ST STR SP400GRW | $2.3M | 20.7K | 0.1% | ▲+1.1% Added · +230 sh | |
| 45 | Ishares TR NATIONAL MUN ETF | $2.2M | 20.3K | 0.1% | ▼−0.3% Reduced · −64 sh | |
| 46 | Ishares TR CORE MSCI TOTAL | $2.0M | 20.6K | 0.1% | ▲~0% Added · +1 sh | |
| 47 | Ishares TR RUS MD CP GR ETF | $1.8M | 12.2K | 0.1% | ▼−0.5% Reduced · −64 sh | |
| 48 | Caterpillar Inc COM | $1.8M | 1.7K | 0.1% | ▲+317% Added · +1K sh | |
| 49 | Ishares TR ESG SELECT SCRE | $1.8M | 33.6K | 0.1% | ▲+6.5% Added · +2K sh | |
| 50 | Ishares TR ESG MSCI KLD ETF | $1.7M | 12.2K | 0.1% | ▲~0% Added · +4 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 110 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 107 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 106 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 97 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 101 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 102 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 100 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 104 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.