SageGuard Financial Group, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location goodlettsville, TNCIK 0001861378All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
196 | $646.25M | AAPL, WMT, NVDA, JEPQ | 13F-HR | Apr 23, 2026 | 000208585326000465 | ||
177 | $628.32M | AAPL, NVDA, MSFT, WMT | 13F-HR | Jan 27, 2026 | 000208585326000111 | ||
15 | $6.37M | KRE, SPDW, KRE, SPEM | 13F-HR | Nov 15, 2021 | 000186137821000004 | ||
138 | $220.27M | AMZN, PPA, VANGUARD WORLD FDS, AAPL | 13F-HR | Aug 16, 2021 | 000186137821000003 | ||
131 | $214.85M | AMZN, DUK, AAPL, PPA | 13F-HR | May 17, 2021 | 000186137821000002 | ||
123 | $207.66M | AMZN, DUK, MRK, AAPL | 13F-HR | May 14, 2021 | 000186137821000001 |