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Sage Investment Advisers LLC

Q1 2026 13F Holdings

  • Location
    wappingers falls, NY
  • Num holdings

    89

  • Value ($000)

    $135,037

  • Date Filed
    04/10/2026
  • Form type
    13F-HR
  • CIK
    0001925418
  • 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
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$17.98M
13 %

29,848

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$7.24M
5 %

80,705

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VANGUARD STAR FDS

VG TL INTL STK F
921909768
$4.85M
4 %

62,128

V
V

VISA INC

COM CL A
92826C839
$4.8M
4 %

16,083

C
CHV

CHEVRON CORPORATION

COM
166764100
$4.79M
4 %

24,240

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$4.1M
3 %

55,806

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$3.95M
3 %

36,339

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$3.91M
3 %

8,933

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$3.87M
3 %

49,543

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$3.71M
3 %

17,545

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