Pacific Sage Partners, LLC
Q2 2025 13F Holdings
- Locationedmonds, WA
- Num holdings
112
- Value ($000)
$503,434
- Date Filed07/16/2025
- Form type13F-HR
- CIK0001936845
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $94.73M | 19 % | 190,447 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $65.77M | 13 % | 2,627,544 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $36.77M | 7 % | 1,663,875 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $28.04M | 6 % | 477,030 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $27.99M | 6 % | 144,126 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $27.76M | 6 % | 552,226 | ||
SSUS STRATEGY SHS | DAY HAGAN SMART | 86280R803 | $18.40M | 4 % | 409,136 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $14.42M | 3 % | 514,169 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.06M | 3 % | 64,069 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $12.25M | 2 % | 28,860 |
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