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Latest Sage Financial Management Group, Inc. Stock Portfolio

Sage Financial Management Group, Inc. Performance:
2025 Q4: 1.45%YTD: 12.52%2024: -18.47%
Performance for 2025 Q4 is 1.45%, and YTD is 12.52%, and 2024 is -18.47%.

About Sage Financial Management Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sage Financial Management Group, Inc. reported an equity portfolio of $327.4 Millions as of 31 Dec, 2025.

The top stock holdings of Sage Financial Management Group, Inc. are IJR, BIV, VEU. The fund has invested 15.7% of it's portfolio in ISHARES TR and 15.3% of portfolio in VANGUARD BD INDEX FDS.

They significantly reduced their stock positions in AMAZON COM INC (AMZN), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AAXJ). Sage Financial Management Group, Inc. opened new stock positions in SPDR GOLD TR (GLD) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB).

Sage Financial Management Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Sage Financial Management Group, Inc. made a return of 1.45% in the last quarter. In trailing 12 months, it's portfolio return was 12.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr gold tr232,634
alphabet inc210,962
New stocks bought by Sage Financial Management Group, Inc.

Additions

Ticker% Inc.
alphabet inc39.69
ishares tr24.44
vanguard index fds12.42
vanguard bd index fds12.1
ishares tr8.53
jpmorgan chase & co.8.36
spdr series trust6.95
vanguard whitehall fds5.33
Additions to existing portfolio by Sage Financial Management Group, Inc.

Reductions

Ticker% Reduced
amazon com inc-6.84
schwab strategic tr-4.27
schwab strategic tr-3.7
ishares tr-3.16
ishares tr-2.99
spdr s&p midcap 400 etf tr-2.78
ishares tr-1.21
ishares tr-1.2
Sage Financial Management Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sage Financial Management Group, Inc.

Sector Distribution

Sage Financial Management Group, Inc. has about 97.6% of it's holdings in Others sector.

Sector%
Others97.6

Market Cap. Distribution

Sage Financial Management Group, Inc. has about 1.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED97.6
MEGA-CAP1.6

Stocks belong to which Index?

About 2.4% of the stocks held by Sage Financial Management Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others97.6
S&P 5002.4
Top 5 Winners (%)%
GOOG
alphabet inc
23.8 %
JNJ
johnson & johnson
11.6 %
CB
chubb limited
10.6 %
AAPL
apple inc
6.8 %
KO
coca cola co
5.4 %
Top 5 Winners ($)$
IJR
ishares tr
1.2 M
VEU
vanguard intl equity index f
1.0 M
FNDA
schwab strategic tr
0.5 M
FNDA
schwab strategic tr
0.3 M
IJR
ishares tr
0.3 M
Top 5 Losers (%)%
MSFT
microsoft corp
-6.5 %
SHW
sherwin williams co
-6.4 %
BNDX
vanguard charlotte fds
-2.3 %
UNP
union pac corp
-2.1 %
ABBV
abbvie inc
-1.3 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-0.1 M
SHW
sherwin williams co
-0.1 M
MSFT
microsoft corp
-0.1 M
BNDX
vanguard charlotte fds
0.0 M
BIV
vanguard bd index fds
0.0 M

Sage Financial Management Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sage Financial Management Group, Inc.

Sage Financial Management Group, Inc. has 58 stocks in it's portfolio. About 73.8% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Sage Financial Management Group, Inc. last quarter.

Last Reported on: 05 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions