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Portfolio (Quarterly) Guide ↗

Sagace Wealth Management LLC

· CIK 0002027449
13F Portfolio $159M AUM 74 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 20 Added 28 Reduced 1 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRLN SSGA ACTIVE ETF TR 30,008.0 $1.2M 0.76% +156.0 +0.5% $40.29 +1.2%
42 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,592.0 $1.2M 0.74% -1K -3.8% $33.29 +31.9%
43 VBR VANGUARD INDEX FDS 4,690.0 $1.1M 0.71% $242.99 +1.6%
44 AMZN AMAZON COM INC Consumer Cyclical 3,210.0 $765K 0.48% +80.0 +2.6% $238.34 +11.8%
45 AVGO BROADCOM INC Technology 1,402.0 $530K 0.33% -118.0 -7.8% $377.75 -2.4%
46 JNJ JOHNSON & JOHNSON Healthcare 1,875.0 $476K 0.30% $253.97 +5.5%
47 C CITIGROUP INC Financial Services 3,380.0 $473K 0.30% -445.0 -11.6% $139.96 -5.1%
48 V VISA INC Financial Services 1,352.0 $464K 0.29% $343.09 +11.2%
49 NFLX NETFLIX INC. Communication Services 6,046.0 $432K 0.27% -252.0 -4.0% $71.40 +14.5%
50 BERKSHIRE HATHAWAY INC DEL 858.0 $429K 0.27% $500.39
51 XOM EXXON MOBIL CORP Energy 2,849.0 $390K 0.24% $136.72 +14.6%
52 IVW ISHARES TR 2,791.0 $384K 0.24% $137.53 +1.8%
53 META META PLATFORMS INC Communication Services 681.0 $384K 0.24% -54.0 -7.3% $563.29 +2.6%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 1,334.0 $375K 0.23% -194.0 -12.7% $281.21 -16.2%
55 CSCO CISCO SYS INC Technology 3,136.0 $368K 0.23% -485.0 -13.4% $117.46 -6.4%
56 GEV GE VERNOVA INC Utilities 282.0 $331K 0.21% -29.0 -9.3% $1174.86 -22.4%
57 JCI JOHNSON CONTROLS INTERNATION Industrials 2,185.0 $319K 0.20% -324.0 -12.9% $146.11 -4.5%
58 ETN EATON CORP PLC Industrials 749.0 $319K 0.20% $426.12 -5.5%
59 MSFT MICROSOFT CORP Technology 851.0 $317K 0.20% -100.0 -10.5% $373.02 +37.7%
60 CRWD CROWDSTRIKE HLDGS INC Technology 409.0 $312K 0.20% NEW $190.78 +14.5%
Page 3 of 4  ·  71 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 38.5%
Technology 17.2%
Real Estate 15.1%
Industrials 9.0%
Consumer Cyclical 5.6%
Communication Services 4.3%
Utilities 2.9%
Healthcare 2.5%
Energy 2.1%
Consumer Defensive 1.4%