Latest imported 13F data·Q1 2026 filings are being imported as managers file

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

INVESCO EXCHANGE TRADED FD T

NEW

2.2% of portfolio

INVESCO EXCH TRADED FD TR II

+320.2%

0.4% of portfolio

VANGUARD INTL EQUITY INDEX F

+7.0%

3.2% of portfolio

ISHARES TR

+2.8%

6.2% of portfolio

VANGUARD INTL EQUITY INDEX F

+6.1%

2.9% of portfolio

📉 Biggest Sells

SCHWAB STRATEGIC TR

-4.7%

42.4% of portfolio

VANGUARD INDEX FDS

-3.0%

4.7% of portfolio

VANGUARD INDEX FDS

-27.7%

0.2% of portfolio

VANGUARD INDEX FDS

-1.7%

4.5% of portfolio

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

FIDELITY MERRIMACK STR TR

SOLD

$500.5K

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 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

SCHWAB STRATEGIC TR

VANGUARD INDEX FDS

VANGUARD INDEX FDS

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