Sagace Wealth Management LLC

**Sagace Wealth Management LLC** manages $146M across a diversified portfolio of 66 positions. The fund exhibits a notable allocation toward fixed income and core equity strategies, evidenced by top holdings including VCIT ($10.0M) and VO ($8.7M). Significant exposure is also maintained in intermediate-term treasuries (VCLT at $7.3M) and broad market indices, with combined top-ten holdings representing substantial capital deployment. This structure suggests a disciplined, multi-asset approach targeting stable income generation alongside growth potential.

📌 Top Holdings