Sageworth Trust Co of South Dakota
โขCIK: 1871593โขFiling: Q4 2025
Sageworth Trust Co of South Dakota manages $122M across a diversified portfolio of 46 holdings. The strategy exhibits a significant allocation to broad market indices, notably VTI ($22.1M) and VOO ($13.5M). Further diversification is evident with substantial positions in international equities, including VXUS ($13.0M) and VEA ($3.6M). The fund maintains tactical exposure to specific sectors and market segments, highlighted by allocations to INTR ($7.1M) and various dimensional ETF trusts.
Total AUM
$122.4M
QoQ Performance
+15.4%
Positions
46
Top 10 Concentration
68.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VOO
VXUS
DFIC
DCOR
VTI18.1%
VOO11.0%
VXUS10.6%
DFIC5.8%
DCOR5.8%
DFAS4.7%
ACWI3.6%
DFEM3.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.2%
ETF13.1%
Technology2.8%
Consumer2.6%
Healthcare0.9%
Energy0.9%
Financial0.5%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ10 increased
โ12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022