Sagace Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Sagace Wealth Management LLC held in its portfolio 66 assets valued at $147,443,837 (i.e. $147.44M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($10.02M), VANGUARD INDEX FDS ($8.67M), and VANGUARD SCOTTSDALE FDS ($7.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sagace Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 119665 | 10021944 | INT-TERM CORP |
| VANGUARD INDEX FDS | 29866 | 8667711 | MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 96236 | 7299501 | LG-TERM COR BD |
| INVESCO EXCHANGE TRADED FD T | 35448 | 6790419 | S&P500 EQL WGT |
| VANGUARD BD INDEX FDS | 82895 | 6455863 | INTERMED TERM |
| VANGUARD TAX-MANAGED FDS | 84837 | 5299767 | VAN FTSE DEV MKT |
| VANGUARD STAR FDS | 64111 | 4836534 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 182115 | 4824226 | US TIPS ETF |
| VANGUARD INDEX FDS | 7676 | 4813850 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 66490 | 4622385 | LONG TERM BOND |
| VANGUARD INDEX FDS | 16025 | 4473219 | MCAP GR IDXVIP |
| ISHARES TR | 144338 | 4468704 | PFD AND INCM SEC |
| VANGUARD INDEX FDS | 15944 | 4112755 | SMALL CP ETF |
| ISHARES TR | 35272 | 4018186 | EAFE GRWTH ETF |
| ISHARES TR | 48492 | 3909910 | IBOXX HI YD ETF |
| INVESCO EXCHANGE TRADED FD T | 35723 | 3658750 | S&P MDCP QUALITY |
| VANGUARD MALVERN FDS | 65293 | 3229392 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 6284 | 3065712 | GROWTH ETF |
| ISHARES GOLD TR | 35373 | 2871226 | ISHARES NEW |
| FIRST TR EXCHANGE TRADED FD | 29319 | 2839252 | NASD TECH DIV |
| VANGUARD INDEX FDS | 15350 | 2722630 | MCAP VL IDXVIP |
| SCHWAB STRATEGIC TR | 124286 | 2596335 | US REIT ETF |
| DIGITAL RLTY TR INC | 15716 | 2431422 | COM |
| ISHARES TR | 33949 | 2424298 | EAFE VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 43064 | 2315121 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 28215 | 2249582 | SHRT TRM CORP BD |
| AMERICAN CENTY ETF TR | 28943 | 2229190 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 11250 | 2148638 | VALUE ETF |
| VANGUARD WORLD FD | 9918 | 2058481 | MATERIALS ETF |
| INVESCO QQQ TR | 3315 | 2036438 | UNIT SER 1 |
| ISHARES BITCOIN TRUST ETF | 39864 | 1979248 | SHS BEN INT |
| SSGA ACTIVE ETF TR | 44747 | 1846709 | STATE STREET BLA |
| APPLE INC | 10661 | 1772916 | COM |
| VANGUARD WHITEHALL FDS | 12177 | 1747643 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 5576 | 1684565 | SML CP GRW ETF |
| VANGUARD BD INDEX FDS | 20411 | 1608591 | SHORT TRM BOND |
| VANGUARD SPECIALIZED FUNDS | 7101 | 1560658 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 16564 | 1243128 | S&P500 QUALITY |
| VANGUARD INDEX FDS | 4683 | 991813 | SM CP VAL ETF |
| AMAZON COM INC | 3196 | 737701 | COM |
| BROADCOM INC | 1693 | 585947 | COM |
| META PLATFORMS INC | 855 | 564377 | CL A |
| JOHNSON & JOHNSON | 2422 | 501233 | COM |
| MICROSOFT CORP | 1014 | 490391 | COM |
| NETFLIX INC | 4980 | 466925 | COM |
| VISA INC | 1313 | 460482 | COM CL A |
| CITIGROUP INC | 3825 | 446339 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 1479 | 438095 | COM |
| EXXON MOBIL CORP | 3461 | 416497 | COM |
| BERKSHIRE HATHAWAY INC DEL | 796 | 400109 | CL B NEW |
| ISHARES TR | 2791 | 344019 | S&P 500 GRWT ETF |
| CISCO SYS INC | 4374 | 336929 | COM |
| PROCTER AND GAMBLE CO | 2161 | 309693 | COM |
| HOME DEPOT INC | 899 | 309346 | COM |
| ISHARES TR | 6479 | 294471 | MSCI INTL QUALTY |
| ISHARES TR | 1341 | 284386 | S&P 500 VAL ETF |
| 3M CO | 1613 | 258241 | COM |
| UBER TECHNOLOGIES INC | 3106 | 253791 | COM |
| AUTODESK INC | 830 | 245688 | COM |
| CATERPILLAR INC | 413 | 236595 | COM |
| GE AEROSPACE | 756 | 232871 | COM NEW |
| PARKER-HANNIFIN CORP | 261 | 229409 | COM |
| CROWDSTRIKE HLDGS INC | 485 | 227349 | CL A |
| GILEAD SCIENCES INC | 1833 | 224982 | COM |
| GE VERNOVA INC | 322 | 210450 | COM |
| CANAAN INC | 15665 | 10809 | SPONSORED ADS |
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