SAGE FINANCIAL GROUP INC - Portfolio Stock Holdings
SAGE FINANCIAL GROUP INC disclosed 120 stock positions in a recent SEC 13F filing. $1,808,658,396 of stock holdings were filed, with the largest holdings including SCHX, IJH, and RSP. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,291,847,204 and has 28 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
120Est. Stock Holding Value:
$1,808,658,396Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - SAGE FINANCIAL GROUP INC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...