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Portfolio (Quarterly) Guide ↗

SAGE PRIVATE WEALTH GROUP, LLC

· CIK 0001845635
13F Portfolio $222M AUM 100 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 100 New
Page 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRT VERTIV HOLDINGS CO COM CL A Industrials 862.0 $289K 0.13% NEW $334.82 -16.2%
82 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 572.0 $287K 0.13% NEW $501.36 +22.4%
83 SAM BOSTON BEER INC CL A Consumer Defensive 1,589.0 $281K 0.13% NEW $177.03 -4.7%
84 BAC BANK OF AMER CORP COM Financial Services 4,760.0 $271K 0.12% NEW $56.98 +10.0%
85 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 14,587.0 $269K 0.12% NEW $18.47 -0.0%
86 STLD STEEL DYNAMICS INC COM Basic Materials 1,168.0 $268K 0.12% NEW $229.46 +5.5%
87 NEE NEXTERA ENERGY INC COM Utilities 2,970.0 $261K 0.12% NEW $87.78 -5.0%
88 PEP PEPSICO INC COM Consumer Defensive 1,923.0 $260K 0.12% NEW $135.39 +1.7%
89 FANG DIAMONDBACK ENERGY INC COM Energy 1,467.0 $258K 0.12% NEW $175.73 +13.4%
90 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 8,673.0 $254K 0.11% NEW $29.33 +35.0%
91 NFLX NETFLIX INC. COM Communication Services 3,457.0 $247K 0.11% NEW $71.40 +9.6%
92 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,340.0 $242K 0.11% NEW $180.96 +0.9%
93 ALL ALLSTATE CORP COM Financial Services 1,017.0 $242K 0.11% NEW $237.96 +9.1%
94 USFR WISDOMTREE FLOATING RATE TREASURY FUND 4,783.0 $241K 0.11% NEW $50.35 +0.1%
95 IQVIA HLDGS INC COM 1,167.0 $225K 0.10% NEW $193.22
96 IWD ISHARES RUSSELL 1000 VALUE ETF 913.0 $221K 0.10% NEW $242.43 +6.3%
97 CSX CSX CORP COM Industrials 4,604.0 $219K 0.10% NEW $47.53 +4.0%
98 CRS CARPENTER TECHNOLOGY CORP COM Industrials 340.0 $210K 0.09% NEW $616.84 -22.9%
99 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 16,787.0 $203K 0.09% NEW $12.12 -5.4%
100 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 11,473.0 $147K 0.07% NEW $12.80 -6.3%
Page 5 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.6%
Technology 30.8%
Consumer Cyclical 7.1%
Healthcare 7.0%
Consumer Defensive 5.0%
Industrials 4.3%
Communication Services 2.9%
Energy 1.6%
Basic Materials 0.9%
Real Estate 0.5%