Sagace Wealth Management LLC - Portfolio Stock Holdings
Sagace Wealth Management LLC disclosed 70 stock positions in a recent SEC 13F filing. $157,509,257 of stock holdings were filed, with the largest holdings including VCIT, VO, and RSP. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $162,726,716 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
70Est. Stock Holding Value:
$157,509,257Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sagace Wealth Management LLC
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Portfolio Options Holdings - Sagace Wealth Management LLC
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