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Sage Investment Advisers LLC

Q2 2026 13F Holdings

  • Location
    wappingers falls, NY
  • Num holdings

    98

  • Value ($000)

    $148,665

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$21.29M
14 %

30,994

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$7.15M
5 %

94,734

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$5.9M
4 %

69,056

V
V

VISA INC

COM CL A
92826C839
$5.42M
4 %

15,787

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$5.18M
4 %

66,468

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$4.2M
3 %

57,207

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$4.14M
3 %

18,244

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$3.97M
3 %

12,143

C
CHV

CHEVRON CORPORATION

COM
166764100
$3.83M
3 %

23,089

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$3.77M
3 %

13,419

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