Sageworth Trust Co
•CIK: 1482688•Filing: Q4 2025
**Sageworth Trust Co.** manages $2.3B across a diversified portfolio of 137 positions. The fund exhibits a significant global allocation, with top holdings including VTI ($385.9M) and VXUS ($316.4M), suggesting a core focus on broad market exposure. Notable concentration in total market and international indices is further evidenced by substantial positions in ACWI ($244.8M) and VOO ($233.9M). This structure indicates a systematic, multi-asset approach targeting global equity capture.
Total AUM
$2.3B
QoQ Performance
+8.8%
Positions
137
Top 10 Concentration
82.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VXUS
ACWI
VOO
DFAU
SPDR
VTI16.5%
VXUS13.6%
ACWI10.5%
VOO10.0%
DFAU9.0%
SPDR7.6%
DIMENSIONAL4.8%
ACWX4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.7%
ETF11.0%
Technology0.4%
Healthcare0.4%
Consumer0.3%
Financial0.1%
Industrial0.0%
Materials0.0%
🚪 Exited Positionssold since Q3 2025
—
DIMENSIONAL US CORE EQUITY MAR
SOLD
$4.2M
—
GE VERNOVA LLC CMN
SOLD
$3.3M
+132 more exited positions
Changes from Q3 2025
NEW6 new positions
↑19 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023