SageGuard Financial Group, LLC
•CIK: 1861378•Filing: Q4 2025
**SageGuard Financial Group, LLC** manages $628M across a diversified portfolio of 177 positions. The fund exhibits significant concentration in mega-cap technology and consumer staples, notably holding AAPL ($39.4M), NVDA ($26.3M), and MSFT ($25.8M). Further allocations include substantial exposure to WMT ($22.9M) and AMZN ($22.4M), alongside income-generating strategies via JEPQ ($21.3M) and JEPI ($17.1M). This structure suggests a core focus on established market leaders while incorporating yield-enhancement components.
Total AUM
$628.3M
QoQ Performance
N/A
Positions
140
Top 10 Concentration
36.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.3%
NVDA4.2%
MSFT4.1%
WMT3.6%
AMZN3.6%
JEPQ3.4%
GQ93.2%
BRK/B3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other48.5%
Technology19.6%
Consumer11.8%
Industrial5.8%
Financial4.9%
Consumer Staples3.0%
Utilities2.0%
Energy1.5%