SageGuard Financial Group, LLC holds a diversified book of 211 stocks worth $711.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened T Rowe Price Technology ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2021 would be +68% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show SageGuard Financial Group, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +78.9%, a 10.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning SageGuard Financial Group, LLC'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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% 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 SageGuard Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 77 / 80 | $72.7B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $94.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 76 / 80 | $16.7B |
| Kestra Advisory Services, LLC | 76 / 80 | $7.5B |
| WELLS FARGO & COMPANY/MN | 75 / 80 | $137.6B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $60.4B |
| Cetera Investment Advisers | 75 / 80 | $19.2B |
| Steward Partners Investment Advisory, LLC | 75 / 80 | $6.0B |
Ranked by how many of SageGuard Financial 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 | Apple Inc COM | $40.5M | 139.9K | 5.7% | ▼−2.0% Reduced · −3K sh | |
| 2 | Nvidia Corporation COM | $24.0M | 120.0K | 3.4% | ▼−6.0% Reduced · −8K sh | |
| 3 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $23.4M | 380.9K | 3.3% | ▲+8.1% Added · +28K sh | |
| 4 | Walmart Inc COM | $22.6M | 199.8K | 3.2% | ▲+2.5% Added · +5K sh | |
| 5 | Amazon Com Inc COM | $21.5M | 90.1K | 3.0% | ▼−3.7% Reduced · −4K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $18.7M | 37.4K | 2.6% | ▲+0.2% Added · +80 sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $18.5M | 25.1K | 2.6% | ▼~0% Reduced · −2 sh | |
| 8 | Microsoft Corp COM | $16.0M | 43.0K | 2.3% | ▼−14% Reduced · −7K sh | |
| 9 | Caterpillar Inc COM | $15.9M | 14.9K | 2.2% | ▼−2.8% Reduced · −421 sh | |
| 10 | Coca Cola Co COM | $15.7M | 193.0K | 2.2% | ▼−8.8% Reduced · −19K sh | |
| 11 | Ge Aerospace COM NEW | $15.2M | 40.7K | 2.1% | ▲+1.2% Added · +495 sh | |
| 12 | Costco Wholesale Corporation COM | $13.2M | 14.1K | 1.9% | ▼−7.9% Reduced · −1K sh | |
| 13 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $12.3M | 335.9K | 1.7% | ▼−12% Reduced · −46K sh | |
| 14 | Duke Energy Corp New COM NEW | $12.0M | 94.7K | 1.7% | ▼−2.5% Reduced · −2K sh | |
| 15 | Meta Platforms Inc CL A | $9.7M | 17.3K | 1.4% | ▲+16% Added · +2K sh | |
| 16 | J P Morgan Exchange Traded F EQUITY PREMIUM | $9.7M | 172.3K | 1.4% | ▼−23% Reduced · −52K sh | |
| 17 | Exxon Mobil Corp COM | $9.7M | 70.7K | 1.4% | ▲+4.7% Added · +3K sh | |
| 18 | SPDR Gold TR GOLD SHS | $9.5M | 25.8K | 1.3% | ▼−28% Reduced · −10K sh | |
| 19 | McDonalds Corp COM | $9.5M | 35.1K | 1.3% | ▼−2.9% Reduced · −1K sh | |
| 20 | Select Sector SPDR TR ST STR STAPL ETF | $9.0M | 108.7K | 1.3% | ▼−5.7% Reduced · −7K sh | |
| 21 | First TR Exchange-Traded FD CORE INVESTMENT | $8.7M | 415.2K | 1.2% | ▲+38% Added · +115K sh | |
| 22 | Fidelity Covington Trust MSCI ENERGY IDX | $8.3M | 279.9K | 1.2% | ▲+86% Added · +129K sh | |
| 23 | Alphabet Inc CAP STK CL C | $8.1M | 22.9K | 1.1% | ▼−4.8% Reduced · −1K sh | |
| 24 | International Business Machs COM | $7.9M | 28.0K | 1.1% | ▼−6.3% Reduced · −2K sh | |
| 25 | Progressive Corp COM | $7.7M | 35.2K | 1.1% | ▼−36% Reduced · −20K sh | |
| 26 | Select Sector SPDR TR ST STR FINL ETF | $7.7M | 142.8K | 1.1% | ▼−15% Reduced · −25K sh | |
| 27 | Invesco Actively Managed Exc QQQ INC ADV ETF | $7.4M | 128.9K | 1.0% | ▲+15% Added · +17K sh | |
| 28 | Proshares TR S&P 500 HIGH ETF | $7.3M | 152.1K | 1.0% | ▲+34% Added · +39K sh | |
| 29 | Steel Dynamics Inc COM | $7.3M | 31.8K | 1.0% | ▼−15% Reduced · −6K sh | |
| 30 | NEOS ETF Trust NEOS S&P 500 HI | $7.3M | 137.0K | 1.0% | ▲+4.4% Added · +6K sh | |
| 31 | Ishares Gold TR ISHARES NEW | $7.0M | 93.3K | 1.0% | ▲+18% Added · +14K sh | |
| 32 | First TR Exchange-Traded FD NASDAQ CYB ETF | $7.0M | 77.6K | 1.0% | ▲+77% Added · +34K sh | |
| 33 | First TR Exchange Traded FD RBA INDL ETF | $6.8M | 51.3K | 1.0% | ▲+97% Added · +25K sh | |
| 34 | Lockheed Martin Corp COM | $6.6M | 13.0K | 0.9% | ▼−36% Reduced · −7K sh | |
| 35 | AB Active Etfs Inc HIGH YIELD ETF | $6.6M | 176.7K | 0.9% | ▲+356% Added · +138K sh | |
| 36 | Invesco Exchange Traded FD T AEROSPACE DEFN | $6.5M | 36.5K | 0.9% | ▼−16% Reduced · −7K sh | |
| 37 | First TR Exchange-Traded FD NASDQ CLN EDGE | $6.4M | 33.2K | 0.9% | ▲+99% Added · +16K sh | |
| 38 | T Rowe Price Exchange-Traded TECHNOLOGY ETF | $6.3M | 140.2K | 0.9% | ▲New New position | |
| 39 | Colgate Palmolive Co COM | $6.2M | 68.0K | 0.9% | ▼−34% Reduced · −35K sh | |
| 40 | Vanguard World FD INF TECH ETF | $6.1M | 51.1K | 0.9% | ▲+550% Added · +43K sh | |
| 41 | Energy Transfer L P COM UT LTD PTN | $6.0M | 314.0K | 0.8% | ▼−3.1% Reduced · −10K sh | |
| 42 | Constellation Energy Corp COM | $5.8M | 23.3K | 0.8% | ▼−3.0% Reduced · −710 sh | |
| 43 | Ge Vernova Inc COM | $5.8M | 4.9K | 0.8% | ▲+11% Added · +479 sh | |
| 44 | Fidelity Merrimack STR TR TOTAL BD ETF | $5.5M | 120.1K | 0.8% | ▲21× Added · +114K sh | |
| 45 | Eli Lilly & Co COM | $5.4M | 4.5K | 0.8% | ▲+30% Added · +1K sh | |
| 46 | First TR Exchange-Traded FD FIRST TR ENH NEW | $5.2M | 86.4K | 0.7% | ▲+3.0% Added · +3K sh | |
| 47 | Select Sector SPDR TR ST STR TECHN ETF | $4.9M | 25.9K | 0.7% | ▼−45% Reduced · −21K sh | |
| 48 | JPMorgan Chase & Co COM | $4.9M | 15.0K | 0.7% | ▲+14% Added · +2K sh | |
| 49 | Abbvie Inc COM | $4.9M | 19.4K | 0.7% | ▲+3.7% Added · +688 sh | |
| 50 | Invesco Actively Managed Exc MSCI EAFE IN ETF | $4.8M | 85.3K | 0.7% | ▲+25% Added · +17K 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 27, 2026 | 211 | $711.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 196 | $646.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 177 | $628.3M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 15 | $6.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 138 | $220.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 131 | $214.9M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | May 14, 2021 | 123 | $207.7M | 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.