Sage Advisory Services, Ltd.Co.
โขCIK: 1534378โขFiling: Q4 2025
**Sage Advisory Services, Ltd.Co.** manages $184M across a diversified portfolio of 45 positions. The strategy shows a notable tilt toward core U.S. equity exposure, evidenced by the top holdings including IVV ($23.6M) and SPYG ($15.1M). Significant allocations are also directed toward international and specialized fixed-income sectors, with SPDW ($12.6M) and IEFA ($10.2M) representing key components. This structure suggests a systematic, multi-asset approach anchored by established market indices.
Total AUM
$183.6M
QoQ Performance
-3.7%
Positions
17
Top 10 Concentration
61.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPYG
SPDW
PSK
JMBS
IEFA
IVV12.9%
SPYG8.2%
SPDW6.9%
PSK6.0%
JMBS5.8%
IEFA5.5%
FLBL5.0%
USHY4.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other87.1%
ETF12.9%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ6 increased
โ26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022