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SageGuard Financial Group, LLC

Q2 2026 13F Holdings

  • Location
    goodlettsville, TN
  • Num holdings

    211

  • Value ($000)

    $711,723

  • Date Filed
    07/27/2026
  • Form type
    13F-HR
  • CIK
    0001861378
  • 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
A
AAPL

APPLE INC

COM
037833100
$40.48M
6 %

139,881

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$24M
3 %

119,956

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$23.41M
3 %

380,856

W
WMT

WALMART INC

COM
931142103
$22.63M
3 %

199,823

A
AMZN

AMAZON COM INC

COM
023135106
$21.48M
3 %

90,105

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$18.71M
3 %

37,392

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$18.51M
3 %

25,134

M
MSFT

MICROSOFT CORP

COM
594918104
$16.03M
2 %

42,979

C
CAT

CATERPILLAR INC

COM
149123101
$15.85M
2 %

14,886

K
KO

COCA COLA CO

COM
191216100
$15.68M
2 %

192,968

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