Sageworth Trust Co of South Dakota holds a focused book of 61 stocks worth $162.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Eagle Capital Select Eqty and trimmed Dimensional US Core Equity M. Their largest long position is Vanguard Total Stock MKT ETF at 17% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+18.4%/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/1871593/holdings"
Use Arkolith to show Sageworth Trust Co of South Dakota's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sageworth Trust Co of South Dakota'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.
20% 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 Sageworth Trust Co of South Dakota
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 63 / 61 | $14.4B |
| MORGAN STANLEY | 62 / 61 | $435.6B |
| WELLS FARGO & COMPANY/MN | 62 / 61 | $138.9B |
| UBS Group AG | 62 / 61 | $118.3B |
| RAYMOND JAMES FINANCIAL INC | 62 / 61 | $87.0B |
| LPL Financial LLC | 62 / 61 | $69.8B |
| JPMORGAN CHASE & CO | 61 / 61 | $379.2B |
| NORTHERN TRUST CORP | 61 / 61 | $227.0B |
Ranked by how many of Sageworth Trust Co of South Dakota'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 | Vanguard US Total Stock MKT SH ETF | $27.6M | 74.7K | 17.1% | ▲+12% Added · +8K sh | |
| 2 | Vanguard S&P 500 ETF ETF | $19.4M | 28.2K | 12.0% | ▲+29% Added · +6K sh | |
| 3 | Vanguard Total International S ETF | $14.5M | 169.7K | 9.0% | ▲+1.1% Added · +2K sh | |
| 4 | Dimensional ETF Trust US Core ETF | $9.1M | 111.5K | 5.6% | ▲+16% Added · +15K sh | |
| 5 | Dimensional ETF Trust Internat ETF | $8.2M | 221.2K | 5.1% | ▲+8.2% Added · +17K sh | |
| 6 | Dimensional U.S. Small Cap ETF ETF | $8.1M | 98.7K | 5.0% | ▲+19% Added · +16K sh | |
| 7 | Vanguard Ftse Developed Market ETF | $7.8M | 108.9K | 4.8% | ▲+87% Added · +51K sh | |
| 8 | Dimensional ETF Trust Emerging ETF | $6.3M | 155.3K | 3.9% | ▲+29% Added · +35K sh | |
| 9 | Ishares Msci Acwi ETF ETF | $4.9M | 31.1K | 3.0% | —Held | |
| 10 | Amazon Com Inc COM | $4.8M | 20.3K | 3.0% | ▲+41% Added · +6K sh | |
| 11 | Ishares Msci Acwi Ex US ETF | $4.6M | 60.2K | 2.8% | ▲+26% Added · +12K sh | |
| 12 | Dimensional US Core Equity Mar ETF | $4.1M | 78.9K | 2.5% | ▼−1.0% Reduced · −804 sh | |
| 13 | TJX Companies Inc (New) CMN COM | $4.0M | 26.4K | 2.5% | ▲+48% Added · +9K sh | |
| 14 | Cummins Inc COM | $2.9M | 4.1K | 1.8% | —Held | |
| 15 | Alphabet Inc. CMN Class A COM | $2.8M | 7.8K | 1.7% | ▼−6.1% Reduced · −508 sh | |
| 16 | Alphabet Inc Class C COM | $2.1M | 6.1K | 1.3% | ▲+14% Added · +761 sh | |
| 17 | L3harris Technologies In COM | $1.9M | 6.5K | 1.2% | ▲+49% Added · +2K sh | |
| 18 | Vanguard Value ETF ETF | $1.9M | 8.7K | 1.2% | ▼−30% Reduced · −4K sh | |
| 19 | Ishares Core S&P 500 ETF ETF | $1.9M | 2.5K | 1.2% | —Held | |
| 20 | Cencora Inc CMN COM | $1.5M | 5.5K | 1.0% | ▲+78% Added · +2K sh | |
| 21 | Berkshire Hathaway Inc - CL B COM | $1.5M | 2.9K | 0.9% | ▲+50% Added · +973 sh | |
| 22 | Ishares Russell 2000 ETF ETF | $1.4M | 4.6K | 0.9% | ▼−39% Reduced · −3K sh | |
| 23 | Flexshares Quality Dividend ETF | $1.2M | 13.4K | 0.7% | ▼−7.2% Reduced · −1K sh | |
| 24 | Ishares Core S&P Small Cap ETF ETF | $1.2M | 7.9K | 0.7% | ▼−2.6% Reduced · −209 sh | |
| 25 | Vanguard Esg International Sto ETF | $1.1M | 13.6K | 0.7% | ▼−1.9% Reduced · −269 sh | |
| 26 | Vanguard Esg U.S. Stock ETF ETF | $1.1M | 8.4K | 0.7% | ▼−6.0% Reduced · −538 sh | |
| 27 | Taiwan Semiconductor MFG Ads L COM | $1.1M | 2.3K | 0.7% | ▼−11% Reduced · −275 sh | |
| 28 | Eagle Capital Select Equity ET ETF | $1.0M | 32.5K | 0.6% | ▲New New position | |
| 29 | Danaher Corporation CMN COM | $962K | 5.1K | 0.6% | ▲+25% Added · +1K sh | |
| 30 | SPDR S&P 500 ETF Trust ETF | $829K | 1.1K | 0.5% | —Held | |
| 31 | ConocoPhillips CMN COM | $819K | 7.9K | 0.5% | ▼−2.7% Reduced · −221 sh | |
| 32 | Exxon Mobil Corporation CMN COM | $687K | 5.0K | 0.4% | ▲+43% Added · +2K sh | |
| 33 | Intl GNRL Insurance HLDNGS Ltd COM | $641K | 24.5K | 0.4% | —Held | |
| 34 | Global X Funds ETF | $611K | 8.3K | 0.4% | —Held | |
| 35 | Ishares TR S&P500 GRW ETF | $596K | 4.3K | 0.4% | —Held | |
| 36 | The Travelers Companies, Inc C COM | $595K | 1.8K | 0.4% | ▼−4.8% Reduced · −91 sh | |
| 37 | ASML Holding NV COM | $590K | 300 | 0.4% | ▲New New position | |
| 38 | BlackRock Funding, Inc. CMN COM | $563K | 585 | 0.3% | —Held | |
| 39 | John Hancock Exchange Traded M ETF | $548K | 6.1K | 0.3% | —Held | |
| 40 | Broadcom Inc. CMN COM | $511K | 1.4K | 0.3% | ▼−49% Reduced · −1K sh | |
| 41 | AstraZeneca PLC (GBP) COM | $456K | 2.4K | 0.3% | ▲New New position | |
| 42 | Costco Wholesale Corporation C COM | $422K | 451 | 0.3% | ▲New New position | |
| 43 | SPDR Gold Trust ETF ETF | $381K | 1.0K | 0.2% | —Held | |
| 44 | Flexshares Global Upstream N ETF | $373K | 7.6K | 0.2% | ▼−7.2% Reduced · −592 sh | |
| 45 | Ishares TR Msci USA Min Vol ETF | $328K | 3.4K | 0.2% | —Held | |
| 46 | Vanguard Intl Eqty Idx Allwrld ETF | $318K | 3.8K | 0.2% | —Held | |
| 47 | Dimensional US Eq MKT ETF ETF | $299K | 3.6K | 0.2% | —Held | |
| 48 | Microsoft Corp COM | $292K | 782 | 0.2% | ▼−46% Reduced · −665 sh | |
| 49 | Total Sa Eur SHS COM | $284K | 3.6K | 0.2% | ▲+21% Added · +630 sh | |
| 50 | Principal Finl COM | $272K | 2.5K | 0.2% | —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 28, 2026 | 61 | $162.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 56 | $126.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 46 | $122.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 49 | $106.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 43 | $79.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 44 | $78.1M | 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.