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SAGE PRIVATE WEALTH GROUP, LLC

Q1 2026 13F Holdings

  • Location
    oakbrook terrace, IL
  • Num holdings

    97

  • Value ($000)

    $198,689

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0001845635
  • 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
A
AIRR

First Trust - American Industrial Renaissance ETF

ETF
33738R704
$21.86M
11 %

197,355

F
FDT

FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND

ETF
33737J174
$18.77M
9 %

215,975

C
CGDV

Capital Group Dividend Value ETF

ETF
14020W106
$17.92M
9 %

421,281

I
IAU

iShares Gold Trust

ETF
464285204
$16.48M
8 %

186,995

---

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

ETF
886364231
$16.37M
8 %

685,715

G
GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

ETF
98149E303
$15.35M
8 %

165,617

D
DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

ETF
53700T827
$14.94M
8 %

495,467

N
NLR

VANECK URANIUM AND NUCLEAR ETF

ETF
92189F601
$12.63M
6 %

94,845

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$9.01M
5 %

51,666

A
AAPL

APPLE INC COM

STOCK
037833100
$4.21M
2 %

16,596

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