Sage Private Wealth Group, LLC holds a focused book of 100 stocks worth $222.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Cap Group Dividend Value. Their largest long position is First Trust Rba American Ind at 12% of the equity book.
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.
45% 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 Private Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $559.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $544.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $161.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $153.7B |
| UBS Group AG | 80 / 80 | $150.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $93.1B |
| LPL Financial LLC | 80 / 80 | $64.4B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $36.5B |
Ranked by how many of Sage Private Wealth Group, LLC'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 | First Trust - American Industrial Renaissance ETF ETF | $27.5M | 206.6K | 12.4% | ▲+4.7% Added · +9K sh | |
| 2 | First Trust Developed Markets Ex-US Alphadex Fund ETF | $22.6M | 239.0K | 10.2% | ▲+11% Added · +23K sh | |
| 3 | Capital Group Dividend Value ETF ETF | $20.2M | 410.5K | 9.1% | ▼−2.6% Reduced · −11K sh | |
| 4 | Fundstrat Granny Shots US Large Cap ETF ETF | $18.6M | 672.5K | 8.4% | ▼−1.9% Reduced · −13K sh | |
| 5 | Imgp Dbi Managed Futures Strategy ETF ETF | $16.4M | 534.5K | 7.4% | ▲+7.9% Added · +39K sh | |
| 6 | iShares Gold Trust ETF | $15.5M | 204.9K | 7.0% | ▲+9.6% Added · +18K sh | |
| 7 | SPDR Gold Minishares Trust Of Beneficial Interest ETF | $14.3M | 179.9K | 6.4% | ▲+8.6% Added · +14K sh | |
| 8 | Vaneck Uranium And Nuclear ETF ETF | $12.6M | 108.9K | 5.7% | ▲+15% Added · +14K sh | |
| 9 | Nvidia Corporation Com Stock | $10.5M | 52.3K | 4.7% | ▲+1.3% Added · +668 sh | |
| 10 | Apple Inc Com Stock | $5.0M | 17.3K | 2.2% | ▲+4.2% Added · +696 sh | |
| 11 | Microsoft Corp Com Stock | $3.3M | 8.9K | 1.5% | ▲+9.8% Added · +793 sh | |
| 12 | Amazon Com Inc Com Stock | $2.1M | 9.0K | 1.0% | ▲+4.1% Added · +354 sh | |
| 13 | Intel Corp Com Stock | $1.9M | 13.3K | 0.8% | ▼−16% Reduced · −2K sh | |
| 14 | Broadcom Inc Com Stock | $1.8M | 4.7K | 0.8% | ▲+28% Added · +1K sh | |
| 15 | Eli Lilly & Co Com Stock | $1.7M | 1.4K | 0.8% | ▲+2.3% Added · +31 sh | |
| 16 | Alphabet Inc Cap STK CL C Stock | $1.6M | 4.5K | 0.7% | ▲+7.3% Added · +308 sh | |
| 17 | JPMorgan Chase & Co Com Stock | $1.5M | 4.6K | 0.7% | ▲+1.3% Added · +58 sh | |
| 18 | Ishares Russell 1000 Growth ETF ETF | $1.3M | 10.1K | 0.6% | ▲+348% Added · +8K sh | |
| 19 | Visa Inc Common A Stock | $1.2M | 3.6K | 0.6% | ▲+35% Added · +931 sh | |
| 20 | Alphabet Inc Cap STK CL A Stock | $1.2M | 3.4K | 0.6% | ▲+2.0% Added · +67 sh | |
| 21 | Advanced Micro Devices Inc Com Stock | $1.1M | 2.0K | 0.5% | ▼−3.9% Reduced · −81 sh | |
| 22 | Analog Devices Inc Com Stock | $1.1M | 2.9K | 0.5% | ▲+0.5% Added · +14 sh | |
| 23 | SPDR Gold Shares ETF | $1.1M | 3.1K | 0.5% | —Held | |
| 24 | Johnson & Johnson Com Stock | $1.1M | 4.2K | 0.5% | ▲+83% Added · +2K sh | |
| 25 | Motorola Solutions Inc Com New Stock | $1.0M | 2.5K | 0.5% | ▲+5.2% Added · +124 sh | |
| 26 | Abbvie Inc Com Stock | $1.0M | 4.1K | 0.5% | ▼−2.3% Reduced · −97 sh | |
| 27 | Incyte Corp Com Stock | $1.0M | 9.1K | 0.5% | ▼−4.7% Reduced · −448 sh | |
| 28 | Illumina Inc Com Stock | $1.0M | 5.8K | 0.5% | ▼−9.6% Reduced · −611 sh | |
| 29 | Eaton Corp PLC SHS Stock | $935K | 2.2K | 0.4% | ▲+2.4% Added · +51 sh | |
| 30 | TJX Cos Inc New Com Stock | $920K | 6.1K | 0.4% | ▲+8.1% Added · +456 sh | |
| 31 | Walmart Inc Com Stock | $845K | 7.5K | 0.4% | ▲+2.0% Added · +146 sh | |
| 32 | Global X Artificial Intelligence & Technology ETF ETF | $822K | 12.5K | 0.4% | ▼−6.7% Reduced · −898 sh | |
| 33 | Ishares Russell 1000 ETF ETF | $774K | 1.9K | 0.3% | ▼−1.8% Reduced · −34 sh | |
| 34 | Marathon Pete Corp Com Stock | $756K | 3.0K | 0.3% | ▲+0.6% Added · +19 sh | |
| 35 | Home Depot Inc Com Stock | $754K | 2.1K | 0.3% | ▲+1.8% Added · +38 sh | |
| 36 | Cme Group Inc Com Stock | $740K | 3.4K | 0.3% | ▼−1.5% Reduced · −51 sh | |
| 37 | Mastercard Incorporated CL A Stock | $738K | 1.4K | 0.3% | ▲+74% Added · +612 sh | |
| 38 | Qualcomm Inc Com Stock | $649K | 3.5K | 0.3% | ▼−9.6% Reduced · −373 sh | |
| 39 | Trane Technologies PLC SHS Stock | $647K | 1.3K | 0.3% | ▼−2.2% Reduced · −30 sh | |
| 40 | Chubb Limited Com Stock | $645K | 1.9K | 0.3% | ▲+3.4% Added · +63 sh | |
| 41 | Cisco Sys Inc Com Stock | $644K | 5.5K | 0.3% | ▼−32% Reduced · −3K sh | |
| 42 | Comcast Corp New CL A Stock | $634K | 25.8K | 0.3% | ▲~0% Added · +9 sh | |
| 43 | Factset Resh Sys Inc Com Stock | $633K | 2.8K | 0.3% | ▼−4.2% Reduced · −121 sh | |
| 44 | Johnson CTLS Intl PLC SHS Stock | $628K | 4.3K | 0.3% | ▲+45% Added · +1K sh | |
| 45 | Costco Wholesale Corporation Com Stock | $621K | 664 | 0.3% | ▲+110% Added · +348 sh | |
| 46 | Air Products And Chemicals Inc Com Stock | $620K | 2.1K | 0.3% | ▲+4.9% Added · +98 sh | |
| 47 | First Solar Inc Com Stock | $611K | 2.6K | 0.3% | ▼−6.3% Reduced · −173 sh | |
| 48 | Monster Beverage Corp New Com Stock | $605K | 6.3K | 0.3% | ▼−1.4% Reduced · −91 sh | |
| 49 | American Express Co Com Stock | $594K | 1.8K | 0.3% | ▼−2.1% Reduced · −37 sh | |
| 50 | Target Corp Com Stock | $582K | 4.5K | 0.3% | ▼−5.8% Reduced · −276 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845635/holdings"
Use Arkolith to show SAGE PRIVATE WEALTH GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.