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SAGE FINANCIAL GROUP INC

Q1 2026 13F Holdings

  • Location
    w. conshohocken, PA
  • Num holdings

    107

  • Value ($000)

    $1,537,100

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0000882119
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$592.5M
39 %

23,108,501

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$98.23M
6 %

1,454,616

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$75.33M
5 %

606,023

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$71.08M
5 %

370,387

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$69.38M
5 %

353,628

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$67.26M
4 %

1,244,435

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$60.96M
4 %

139,571

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$54.44M
4 %

724,907

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$48.71M
3 %

81,521

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$32.13M
2 %

107,501

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