Sage Financial Management Group, Inc. holds a focused book of 61 stocks worth $364.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL A and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.8%/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/1762086/holdings"
Use Arkolith to show Sage Financial Management Group, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Sage Financial Management 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.
3% 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 Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 65 / 61 | $1.3T |
| FMR LLC | 65 / 61 | $424.4B |
| MORGAN STANLEY | 65 / 61 | $420.8B |
| JPMORGAN CHASE & CO | 65 / 61 | $384.0B |
| BANK OF AMERICA CORP /DE/ | 65 / 61 | $376.2B |
| GOLDMAN SACHS GROUP INC | 65 / 61 | $189.0B |
| WELLS FARGO & COMPANY/MN | 65 / 61 | $140.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 65 / 61 | $120.6B |
Ranked by how many of Sage Financial Management Group, Inc.'s top 61 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 | Ishares TR CORE S&P500 ETF | $55.2M | 73.7K | 15.2% | ▼−1.3% Reduced · −987 sh | |
| 2 | Vanguard BD Index FDS INTERMED TERM | $54.6M | 711.7K | 15.0% | ▲+6.1% Added · +41K sh | |
| 3 | Vanguard Intl Equity Index F ALLWRLD EX US | $37.3M | 445.6K | 10.3% | ▲+1.0% Added · +4K sh | |
| 4 | Vanguard BD Index FDS SHORT TRM BOND | $32.6M | 418.6K | 9.0% | ▲+11% Added · +41K sh | |
| 5 | Schwab Strategic TR US LRG CAP ETF | $28.0M | 950.6K | 7.7% | ▼−0.2% Reduced · −2K sh | |
| 6 | SPDR Series Trust ST STR P500GRW | $13.8M | 116.1K | 3.8% | ▼−1.1% Reduced · −1K sh | |
| 7 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $11.6M | 146.6K | 3.2% | ▲+6.0% Added · +8K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $11.5M | 148.7K | 3.2% | ▲+0.5% Added · +719 sh | |
| 9 | Ishares TR MSCI EAFE ETF | $11.0M | 106.1K | 3.0% | ▼−1.0% Reduced · −1K sh | |
| 10 | Schwab Strategic TR INTL EQTY ETF | $10.8M | 388.6K | 3.0% | ▼−0.1% Reduced · −571 sh | |
| 11 | Schwab Strategic TR US LCAP GR ETF | $10.4M | 306.2K | 2.8% | ▼−0.1% Reduced · −342 sh | |
| 12 | Vanguard Whitehall FDS HIGH DIV YLD | $10.3M | 65.1K | 2.8% | ▲+0.7% Added · +460 sh | |
| 13 | Schwab Strategic TR US DIVIDEND EQ | $9.6M | 303.7K | 2.6% | ▲+2.6% Added · +8K sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $9.2M | 13.5K | 2.5% | ▼−3.5% Reduced · −481 sh | |
| 15 | Vanguard Index FDS LARGE CAP ETF | $7.3M | 21.4K | 2.0% | ▼−5.6% Reduced · −1K sh | |
| 16 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $6.6M | 42.7K | 1.8% | ▲+2.8% Added · +1K sh | |
| 17 | Schwab Strategic TR US MID-CAP ETF | $5.0M | 135.0K | 1.4% | ▼−0.6% Reduced · −814 sh | |
| 18 | SPDR Series Trust ST STR SP600 SML | $4.5M | 77.8K | 1.2% | ▲+1.6% Added · +1K sh | |
| 19 | Schwab Strategic TR US SML CAP ETF | $2.9M | 79.0K | 0.8% | ▲+0.4% Added · +290 sh | |
| 20 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.8M | 4.0K | 0.8% | ▼−3.0% Reduced · −122 sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $2.7M | 18.0K | 0.7% | ▼−0.7% Reduced · −125 sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $2.0M | 23.4K | 0.6% | ▲+538% Added · +20K sh | |
| 23 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.0M | 41.1K | 0.5% | ▲+24% Added · +8K sh | |
| 24 | Sherwin Williams Co COM | $1.6M | 4.7K | 0.4% | —Held | |
| 25 | Apple Inc COM | $1.4M | 4.9K | 0.4% | ▼−0.2% Reduced · −12 sh | |
| 26 | Schwab Strategic TR US AGGREGATE B | $1.3M | 57.2K | 0.4% | ▲~0% Added · +5 sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $1.3M | 9.5K | 0.4% | ▲+9.4% Added · +817 sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $1.2M | 11.6K | 0.3% | ▼−9.4% Reduced · −1K sh | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.3% | ▲+22% Added · +249 sh | |
| 30 | Alphabet Inc CAP STK CL C | $1.0M | 3.0K | 0.3% | ▲+121% Added · +2K sh | |
| 31 | Alphabet Inc CAP STK CL A | $880K | 2.5K | 0.2% | ▲New New position | |
| 32 | Microsoft Corp COM | $864K | 2.3K | 0.2% | —Held | |
| 33 | Ishares TR CORE S&P US GWT | $828K | 4.4K | 0.2% | —Held | |
| 34 | Johnson & Johnson COM | $820K | 3.2K | 0.2% | —Held | |
| 35 | Vanguard Index FDS VALUE ETF | $720K | 3.3K | 0.2% | —Held | |
| 36 | Ishares TR MSCI EMG MKT ETF | $643K | 9.4K | 0.2% | —Held | |
| 37 | Union Pac Corp COM | $556K | 2.0K | 0.2% | —Held | |
| 38 | Ishares TR ESG MSCI USA ETF | $553K | 8.0K | 0.2% | ▲+4.0% Added · +308 sh | |
| 39 | JPMorgan Chase & Co COM | $526K | 1.6K | 0.1% | —Held | |
| 40 | Ishares TR SHRT NAT MUN ETF | $504K | 4.7K | 0.1% | ▲+2.4% Added · +112 sh | |
| 41 | Ishares TR ESG MSCI KLD ETF | $458K | 3.2K | 0.1% | ▼−3.2% Reduced · −108 sh | |
| 42 | Vanguard Index FDS MID CAP ETF | $455K | 5.7K | 0.1% | ▲+300% Added · +4K sh | |
| 43 | International Business Machs COM | $430K | 1.5K | 0.1% | ▼−2.5% Reduced · −40 sh | |
| 44 | Chubb Limited COM | $421K | 1.2K | 0.1% | —Held | |
| 45 | Amazon Com Inc COM | $379K | 1.6K | 0.1% | ▲+60% Added · +597 sh | |
| 46 | Ishares TR RUS MID CAP ETF | $363K | 3.3K | 0.1% | —Held | |
| 47 | Abbvie Inc COM | $351K | 1.4K | 0.1% | —Held | |
| 48 | Vanguard Scottsdale FDS SHORT TERM TREAS | $342K | 5.9K | 0.1% | —Held | |
| 49 | Vanguard Index FDS SM CP VAL ETF | $342K | 1.4K | 0.1% | ▼−0.6% Reduced · −9 sh | |
| 50 | Schwab Strategic TR FUNDAMENTAL US B | $323K | 10.6K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 61 | $364.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 57 | $325.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 58 | $327.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 56 | $313.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 55 | $289.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 56 | $275.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 54 | $270.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 53 | $257.9M | 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.