Portfolio (Quarterly) Guide ↗

SAGE FINANCIAL GROUP INC

· CIK 0000882119

13F Portfolio $1.5B AUM 106 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 11 New 34 Added 29 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FBND	FIDELITY MERRIMACK STR TR	—	10,824	$501K	0.03%	SOLD
2	GLD	SPDR GOLD TR	Financial Services	985	$350K	0.02%	SOLD

Sector Allocation

Financial Services 86.6%

Healthcare 5.8%

Technology 4.0%

Industrials 3.6%