Data as of Q4 2025 (Dec 31, 2025)

SAGE FINANCIAL GROUP INC

•CIK: 882119•Filing: Q4 2025

**SAGE FINANCIAL GROUP INC** manages $1.5B across a diversified portfolio of 106 positions. The fund exhibits a significant overweight to U.S. large-cap growth, evidenced by the top holding in SCHX at $641.4M. Further concentration is visible in sector and style plays, with substantial allocations to IJH ($93.2M), IJR ($71.2M), and VUG ($70.3M). This structure suggests a tactical, large-cap growth orientation within its mandate.

Total AUM
$1.5B
QoQ Performance
+2.8%
Positions
26
Top 10 Concentration
76.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHX
IJH
SCHX42.4%
IJH6.2%
IJR4.7%
VUG4.7%
VTV4.5%
VOO3.4%
VEU3.2%
VWO2.9%

📈 Biggest Buys

RSP
INVESCO EXCHANGE TRADED FD T
NEW
2.2% of portfolio
BKLN
INVESCO EXCH TRADED FD TR II
+320.2%
0.4% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
+7.0%
3.2% of portfolio
IJH
ISHARES TR
+2.8%
6.2% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+6.1%
2.9% of portfolio

📉 Biggest Sells

SCHX
SCHWAB STRATEGIC TR
-4.7%
42.4% of portfolio
VUG
VANGUARD INDEX FDS
-3.0%
4.7% of portfolio
VTI
VANGUARD INDEX FDS
-27.7%
0.2% of portfolio
VTV
VANGUARD INDEX FDS
-1.7%
4.5% of portfolio
VV
VANGUARD INDEX FDS
-2.6%
2.3% of portfolio

Sector Breakdown

Other96.0%
ETF4.0%
Healthcare0.0%
Technology0.0%
Industrial0.0%

🚪 Exited Positionssold since Q3 2025

FBND
FIDELITY MERRIMACK STR TR
SOLD
$500.5K
GQ9
SPDR GOLD TR
SOLD
$350.1K

Changes from Q3 2025

NEW11 new positions
↑46 increased
↓34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHX42.4%
SCHWAB STRATEGIC TR
$641.4M
IJH6.2%
ISHARES TR
$93.2M
IJR4.7%
ISHARES TR
$71.2M
VUG4.7%
VANGUARD INDEX FDS
$70.3M
VTV4.5%
VANGUARD INDEX FDS
$67.5M

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