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Latest SAGE FINANCIAL GROUP INC Stock Portfolio

$1.54Billion– No. of Holdings #107

SAGE FINANCIAL GROUP INC Performance:
2026 Q1: -2.06%YTD: -2.06%2025: 13.57%
Performance for 2026 Q1 is -2.06%, and YTD is -2.06%, and 2025 is 13.57%.

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 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, SAGE FINANCIAL GROUP INC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of SAGE FINANCIAL GROUP INC are FNDA, IJR, IJR. The fund has invested 38.5% of it's portfolio in SCHWAB STRATEGIC TR and 6.4% of portfolio in ISHARES TR.

The fund managers got completely rid off GOLDMAN SACHS ETF TR (GBIL) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (BAB), ISHARES TR (AAXJ) and ISHARES TR (BGRN). SAGE FINANCIAL GROUP INC opened new stock positions in SPDR GOLD TR (GLD) and HERSHEY CO (HSY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), SCHWAB STRATEGIC TR (FNDA) and INVESCO EXCHANGE TRADED FD T (CSD).
SAGE FINANCIAL GROUP INC Equity Portfolio Value
Last Reported on: 07 May, 2026

SAGE FINANCIAL GROUP INC Annual Return Estimates Vs S&P 500

Our best estimate is that SAGE FINANCIAL GROUP INC made a return of -2.06% in the last quarter. In trailing 12 months, it's portfolio return was 16.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr gold tr435,884
hershey co200,614
New stocks bought by SAGE FINANCIAL GROUP INC

Additions

Ticker% Inc.
ishares inc1,502
schwab strategic tr219
invesco exchange traded fd t113
ishares inc66.19
vanguard intl equity index f54.05
schwab strategic tr46.24
ishares tr35.39
ishares tr22.92
Additions to existing portfolio by SAGE FINANCIAL GROUP INC

Reductions

Ticker% Reduced
invesco exch traded fd tr ii-84.69
ishares tr-45.69
ishares tr-25.73
vaneck etf trust-19.03
nushares etf tr-10.34
invesco qqq tr-8.43
apple inc-4.22
ishares tr-3.85
SAGE FINANCIAL GROUP INC reduced stake in above stock

Sold off

Ticker$ Sold
goldman sachs etf tr-205,792
SAGE FINANCIAL GROUP INC got rid off the above stocks

Sector Distribution

SAGE FINANCIAL GROUP INC has about 99.8% of it's holdings in Others sector.

  • Others
Sector%
Others99.8

Market Cap. Distribution

SAGE FINANCIAL GROUP INC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED99.8

Stocks belong to which Index?

About 0% of the stocks held by SAGE FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others99.8
Top 5 Winners (%)%
CAT
caterpillar inc
23.7 %
JNJ
johnson & johnson
18.1 %
FNDA
schwab strategic tr
11.8 %
AMPS
ishares tr
11.6 %
AAXJ
ishares tr
11.3 %
Top 5 Winners ($)$
IJR
ishares tr
2.5 M
IJR
ishares tr
2.2 M
VB
vanguard index fds
1.8 M
VEU
vanguard intl equity index f
1.1 M
FNDA
schwab strategic tr
0.9 M
Top 5 Losers (%)%
FNDA
schwab strategic tr
-10.5 %
VB
vanguard index fds
-10.3 %
IJR
ishares tr
-9.8 %
AGNG
global x fds
-8.2 %
IJR
ishares tr
-8.2 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-29.8 M
VB
vanguard index fds
-7.2 M
VB
vanguard index fds
-2.4 M
FNDA
schwab strategic tr
-1.8 M
VB
vanguard index fds
-1.7 M

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

SAGE FINANCIAL GROUP INC has 107 stocks in it's portfolio. About 76.1% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for SAGE FINANCIAL GROUP INC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions