SageView Advisory Group, LLC
•CIK: 1914558•Filing: Q4 2025
SageView Advisory Group, LLC manages $3.0B in assets, maintaining a diversified portfolio of 2609 positions. The firm's top holdings are dominated by fixed income and index-based ETFs, with allocations to AGG ($361.9M), VONV ($272.8M), and VONG ($246.9M) totaling $881.6M. Notable equity positions include AAPL ($51.9M), while international and sector-specific ETFs such as SCHF ($158.9M) and SCHE ($110.0M) also feature prominently. The portfolio's largest positions account for approximately 23% of total AUM, with the top 10 holdings representing $1.73B.
Total AUM
$3.0B
QoQ Performance
+2.0%
Positions
2,016
Top 10 Concentration
60.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
VONV
VONG
SCHF
AGG12.2%
VONV9.2%
VONG8.3%
SCHF5.4%
VXF4.6%
SCHE3.7%
IAGG3.7%
REET2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.3%
Technology6.9%
Consumer1.9%
Healthcare1.8%
ETF1.7%
Financial1.7%
Communication0.4%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+443 more exited positions
Changes from Q3 2025
NEW5 new positions
↑67 increased
↓128 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023