Latest SAGE FINANCIAL GROUP INC Stock Portfolio
About SAGE FINANCIAL GROUP INC and 13F Hedge Fund Stock Holdings
SAGE FINANCIAL GROUP INC is a hedge fund based in WEST CONSHOHOCKEN, PA. On 18-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.7 Billions. In it's latest 13F Holdings report, SAGE FINANCIAL GROUP INC reported an equity portfolio of $1.5 Billions as of 30 Sep, 2025.
The top stock holdings of SAGE FINANCIAL GROUP INC are FNDA, IJR, VB. The fund has invested 44.8% of it's portfolio in SCHWAB STRATEGIC TR and 6.1% of portfolio in ISHARES TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), INVESCO EXCH TRADED FD TR II (BAB) and ISHARES TR (AGT). SAGE FINANCIAL GROUP INC opened new stock positions in APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD INDEX FDS (VB).
The top stock holdings of SAGE FINANCIAL GROUP INC are FNDA, IJR, VB. The fund has invested 44.8% of it's portfolio in SCHWAB STRATEGIC TR and 6.1% of portfolio in ISHARES TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), INVESCO EXCH TRADED FD TR II (BAB) and ISHARES TR (AGT). SAGE FINANCIAL GROUP INC opened new stock positions in APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD INDEX FDS (VB).
SAGE FINANCIAL GROUP INC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| apple inc | 241,134 |
New stocks bought by SAGE FINANCIAL GROUP INC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 25.59 |
| j p morgan exchange traded f | 15.51 |
| vanguard index fds | 13.74 |
| ishares tr | 13.48 |
| ishares inc | 10.84 |
| ishares tr | 9.97 |
| spdr gold tr | 8.12 |
| j p morgan exchange traded f | 7.88 |
Additions to existing portfolio by SAGE FINANCIAL GROUP INC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -29.98 |
| invesco exch traded fd tr ii | -11.78 |
| ishares tr | -10.11 |
| ishares tr | -5.72 |
| spdr series trust | -3.72 |
| ishares tr | -3.02 |
| ishares tr | -2.01 |
| vanguard index fds | -1.79 |
SAGE FINANCIAL GROUP INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -521,653 |
| spdr index shs fds | -205,010 |
| ishares tr | -223,842 |
| vanguard world fd | -204,929 |
| ishares tr | -218,112 |
SAGE FINANCIAL GROUP INC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.9 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.9 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.9 |
| Top 5 Winners (%) | % | |
|---|---|---|
| JNJ | 21.4 % | |
| AAXJ | 18.1 % | |
| AFK | 17.0 % | |
| GLD | 15.9 % | |
| AGNG | 13.1 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | 47.3 M | |
| VB | 6.2 M | |
| IJR | 5.4 M | |
| IJR | 4.4 M | |
| VB | 3.6 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
SAGE FINANCIAL GROUP INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SAGE FINANCIAL GROUP INC
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.02 | 947 | 241,134 | new | |||
| AAXJ | ishares tr | 0.47 | 113,126 | 6,914,260 | added | 4.99 | ||
| AAXJ | ishares tr | 0.42 | 94,336 | 6,132,770 | added | 7.33 | ||
| AAXJ | ishares tr | 0.21 | 46,396 | 3,147,040 | added | 13.48 | ||
| AAXJ | ishares tr | 0.14 | 20,083 | 2,138,640 | added | 9.97 | ||
| AAXJ | ishares tr | 0.11 | 12,732 | 1,603,580 | added | 0.01 | ||
| AAXJ | ishares tr | 0.09 | 24,417 | 1,294,830 | reduced | -3.02 | ||
| AAXJ | ishares tr | 0.07 | 8,986 | 1,023,350 | added | 25.59 | ||
| AAXJ | ishares tr | 0.04 | 4,379 | 593,970 | added | 0.09 | ||
| AAXJ | ishares tr | 0.04 | 10,107 | 530,896 | added | 0.65 | ||
| AAXJ | ishares tr | 0.04 | 6,392 | 513,601 | reduced | -5.72 | ||
| AAXJ | ishares tr | 0.03 | 3,290 | 363,513 | added | 2.81 | ||
| AAXJ | ishares tr | 0.01 | 12,830 | 198,604 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.02 | 1,000 | 326,360 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.02 | 6,248 | 308,589 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.04 | 6,828 | 634,845 | added | 3.6 | ||
| AGT | ishares tr | 0.02 | 2,000 | 291,200 | reduced | -10.11 | ||
| AMPS | ishares tr | 0.07 | 8,021 | 982,209 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.03 | 4,690 | 446,207 | unchanged | 0.00 | ||