Sagace Wealth Management LLC
Q2 2025 13F Holdings
- Locationst. petersburg, FL
- Num holdings
62
- Value ($000)
$133,789
- Date Filed07/28/2025
- Form type13F-HR
- CIK0002027449
- 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 |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $10.41M | 8 % | 125,575 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.30M | 6 % | 29,670 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6.18M | 5 % | 34,021 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $6.07M | 5 % | 146,039 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $5.30M | 4 % | 66,649 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $5.25M | 4 % | 18,477 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.86M | 4 % | 85,335 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $4.73M | 4 % | 109,476 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $4.47M | 3 % | 39,907 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.16M | 3 % | 52,884 |
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