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Sagace Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    st. petersburg, FL
  • Num holdings

    70

  • Value ($000)

    $149,191

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0002027449
  • 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
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$9.46M
6 %

114,311

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$8.56M
6 %

29,806

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$6.61M
4 %

34,446

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$6.47M
4 %

83,824

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$5.5M
4 %

114,508

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$5.28M
4 %

82,323

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$4.92M
3 %

184,834

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VANGUARD STAR FDS

VG TL INTL STK F
921909768
$4.91M
3 %

63,725

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$4.59M
3 %

61,406

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.52M
3 %

7,571

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