SageView Advisory Group, LLC holds a focused book of 589 stocks worth $2.3B as of Q4 2024 (disclosed Feb 13, 2025, a ~44-day 13F lag). This quarter they opened Vanguard S&P Mid-Cap 400 Gro and trimmed Flexshares Morningstar US Ma. Their largest long position is Ishares Core U.S. Aggregate at 13% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +27.9%, a 2.2-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning SageView Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 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.
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.
21% 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 SageView Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $587.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $117.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $114.3B |
| LPL Financial LLC | 80 / 80 | $102.5B |
| Creative Planning | 80 / 80 | $69.5B |
| Cetera Investment Advisers | 80 / 80 | $29.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.2B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $14.5B |
Ranked by how many of SageView Advisory 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 | Ishares TR CORE US AGGBD ET | $304.7M | 3.14M | 13.1% | ▲+13% Added · +370K sh | |
| 2 | Vanguard Scottsdale FDS VNG RUS1000VAL | $192.5M | 2.37M | 8.3% | ▲+18% Added · +366K sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000GRW | $191.5M | 1.85M | 8.2% | ▲+16% Added · +249K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $123.0M | 6.65M | 5.3% | ▲+158% Added · +4.1M sh | |
| 5 | Vanguard Index FDS EXTEND MKT ETF | $106.0M | 558.1K | 4.6% | ▲+18% Added · +83K sh | |
| 6 | Ishares TR CORE INTL AGGR | $95.0M | 1.90M | 4.1% | ▲+19% Added · +305K sh | |
| 7 | Schwab Strategic TR EMRG MKTEQ ETF | $92.6M | 3.48M | 4.0% | ▲+22% Added · +634K sh | |
| 8 | Schwab Strategic TR INTL SCEQT ETF | $57.1M | 1.66M | 2.5% | ▲+32% Added · +403K sh | |
| 9 | Ishares TR GLOBAL REIT ETF | $57.0M | 2.38M | 2.5% | ▲+24% Added · +461K sh | |
| 10 | Apple Inc COM | $46.1M | 184.1K | 2.0% | ▲+27% Added · +39K sh | |
| 11 | Flexshares TR MORNSTAR USMKT | $30.6M | 141.7K | 1.3% | ▼−4.6% Reduced · −7K sh | |
| 12 | Ishares TR NATIONAL MUN ETF | $29.6M | 278.0K | 1.3% | ▲+53% Added · +97K sh | |
| 13 | Microsoft Corp COM | $28.4M | 67.4K | 1.2% | ▲+31% Added · +16K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $26.3M | 44.7K | 1.1% | ▲+166% Added · +28K sh | |
| 15 | SPDR Ser TR PORTFLI HIGH YLD | $21.8M | 930.0K | 0.9% | ▲+21% Added · +162K sh | |
| 16 | Nvidia Corporation COM | $21.3M | 158.3K | 0.9% | ▲+27% Added · +34K sh | |
| 17 | Ishares TR JPMORGAN USD EMG | $20.0M | 224.8K | 0.9% | ▲+11% Added · +22K sh | |
| 18 | Procter And Gamble Co COM | $16.5M | 98.2K | 0.7% | ▲+556% Added · +83K sh | |
| 19 | Vanguard Index FDS LARGE CAP ETF | $16.5M | 61.1K | 0.7% | ▲+7.6% Added · +4K sh | |
| 20 | Amazon Com Inc COM | $16.1M | 73.5K | 0.7% | ▲+42% Added · +22K sh | |
| 21 | Ishares TR CORE MSCI EAFE | $15.4M | 219.4K | 0.7% | ▲+50% Added · +73K sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $15.2M | 28.1K | 0.7% | ▼−1.6% Reduced · −445 sh | |
| 23 | Vanguard World FD ESG US STK ETF | $14.4M | 137.7K | 0.6% | ▲+0.3% Added · +370 sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $14.0M | 48.4K | 0.6% | ▲+11% Added · +5K sh | |
| 25 | Ishares TR RUS TOP 200 ETF | $12.3M | 84.8K | 0.5% | ▼−5.2% Reduced · −5K sh | |
| 26 | Vanguard World FD ESG US CORP BD | $12.2M | 196.3K | 0.5% | ▲+1.5% Added · +3K sh | |
| 27 | Meta Platforms Inc CL A | $11.2M | 19.2K | 0.5% | ▲+14% Added · +2K sh | |
| 28 | JPMorgan Chase & Co. COM | $10.8M | 45.0K | 0.5% | ▲+38% Added · +12K sh | |
| 29 | Dimensional ETF Trust US CORE EQUITY 2 | $10.7M | 310.3K | 0.5% | ▼−2.1% Reduced · −7K sh | |
| 30 | Flexshares TR M STAR DEV MKT | $10.6M | 153.7K | 0.5% | ▼−2.2% Reduced · −3K sh | |
| 31 | Autodesk Inc COM | $10.0M | 33.8K | 0.4% | ▲+0.1% Added · +54 sh | |
| 32 | Alphabet Inc CAP STK CL A | $9.9M | 52.1K | 0.4% | ▲+31% Added · +12K sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $9.4M | 130.9K | 0.4% | ▲+8.5% Added · +10K sh | |
| 34 | Ishares TR CORE S&P MCP ETF | $8.9M | 142.6K | 0.4% | ▲+363% Added · +112K sh | |
| 35 | Eli Lilly & Co COM | $8.7M | 11.2K | 0.4% | ▲+2.1% Added · +230 sh | |
| 36 | Ishares TR SHRT NAT MUN ETF | $8.6M | 81.2K | 0.4% | ▲+96% Added · +40K sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $8.1M | 33.6K | 0.3% | ▲+70% Added · +14K sh | |
| 38 | Home Depot Inc COM | $7.8M | 20.0K | 0.3% | ▲+19% Added · +3K sh | |
| 39 | Innovator Etfs Trust LADERD ALCTN PWR | $7.8M | 173.2K | 0.3% | ▼−27% Reduced · −65K sh | |
| 40 | Vanguard BD Index FDS SHORT TRM BOND | $7.7M | 99.7K | 0.3% | ▲+0.1% Added · +56 sh | |
| 41 | CSW Industrials Inc COM | $7.6M | 21.6K | 0.3% | ▲+99% Added · +11K sh | |
| 42 | Ishares TR MSCI USA MIN VOL | $7.4M | 83.2K | 0.3% | ▼−5.6% Reduced · −5K sh | |
| 43 | Dimensional ETF Trust CORE FIXED INCOM | $7.3M | 176.2K | 0.3% | ▲+2.5% Added · +4K sh | |
| 44 | Vanguard Index FDS GROWTH ETF | $7.0M | 17.2K | 0.3% | ▼−1.6% Reduced · −273 sh | |
| 45 | Ishares TR MSCI KLD400 SOC | $6.9M | 62.7K | 0.3% | ▼−1.5% Reduced · −935 sh | |
| 46 | Visa Inc COM CL A | $6.5M | 20.6K | 0.3% | ▲+15% Added · +3K sh | |
| 47 | SPDR S&P 500 ETF TR TR UNIT | $6.4M | 10.9K | 0.3% | ▲+2.1% Added · +220 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $6.3M | 14.0K | 0.3% | ▲+36% Added · +4K sh | |
| 49 | Ishares Inc CORE MSCI EMKT | $6.3M | 120.8K | 0.3% | ▲+11% Added · +12K sh | |
| 50 | Tesla Inc COM | $5.9M | 14.7K | 0.3% | ▼−1.8% Reduced · −263 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/1914558/holdings"
Use Arkolith to show SageView Advisory 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. The performance line is a simulation of the disclosed long book, not an audited return.