Sage Investment Advisers LLC
•CIK: 1925418•Filing: Q4 2025
**Sage Investment Advisers LLC** manages $133M across a diversified portfolio of 86 positions. The firm maintains significant exposure to broad market indices, notably holding VOO at $18.4M and IAU* at $6.3M. Core allocations include technology and financial sectors, evidenced by substantial positions in V ($5.7M), IBM ($4.1M), and JPM ($4.0M). This structure suggests a disciplined, multi-asset approach targeting established market leaders.
Total AUM
$133.4M
QoQ Performance
N/A
Positions
73
Top 10 Concentration
42.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO13.8%
IAU*4.7%
V4.3%
IBM3.1%
JPM3.0%
IVE3.0%
LQD2.8%
BSV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.2%
ETF14.7%
Technology11.2%
Financial8.5%
Industrial5.2%
Healthcare1.4%
Consumer1.4%
Real Estate0.6%
🚪 Exited Positionssold since Q3 2024
+9 more exited positions
Changes from Q3 2024
NEW26 new positions
↑29 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2024Q2 2024Q1 2024Q4 2023