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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVE ISHARES TR 1,341.0 $304K 0.19% $227.06 +4.5%
62 CAT CATERPILLAR INC Industrials 285.0 $303K 0.19% -7.0 -2.4% $1064.90 -24.9%
63 HD HOME DEPOT INC Consumer Cyclical 815.0 $287K 0.18% -66.0 -7.5% $352.68 -6.4%
64 PG PROCTER & GAMBLE CO Consumer Defensive 1,807.0 $265K 0.17% -306.0 -14.5% $146.64 -2.0%
65 GE GE AEROSPACE Industrials 701.0 $262K 0.16% -19.0 -2.6% $373.73 -8.3%
66 PH PARKER-HANNIFIN CORP Industrials 266.0 $260K 0.16% $978.12 +1.7%
67 IMCG ISHARES TR 2,642.0 $260K 0.16% NEW $98.30 -0.9%
68 NEM NEWMONT CORP Basic Materials 2,650.0 $248K 0.15% -262.0 -9.0% $93.40 +37.0%
69 MMM 3M CO Industrials 1,430.0 $232K 0.14% $161.91 +7.7%
70 NEE NEXTERA ENERGY INC Utilities 2,515.0 $221K 0.14% $87.77 -6.8%
71 ISHARES TR 4,102.0 $203K 0.13% -225.0 -5.2% $49.55
Page 4 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%