SAGE FINANCIAL GROUP INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, SAGE FINANCIAL GROUP INC held in its portfolio 102 assets valued at $1,511,164,043 (i.e. $1.51B).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($641.44M), ISHARES TR ($93.22M), and ISHARES TR ($71.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SAGE FINANCIAL GROUP INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23836476 | 641439577 | US LRG CAP ETF |
| ISHARES TR | 1412434 | 93220619 | CORE S&P MCP ETF |
| ISHARES TR | 592334 | 71186716 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 144167 | 70333113 | GROWTH ETF |
| VANGUARD INDEX FDS | 353213 | 67460202 | VALUE ETF |
| VANGUARD INDEX FDS | 81607 | 51178214 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 664829 | 48904851 | ALLWRLD EX US |
| VANGUARD INTL EQUITY INDEX F | 807812 | 43427960 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 110598 | 34816319 | LARGE CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 173187 | 33175765 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 974044 | 29289499 | US MID-CAP ETF |
| SPDR SERIES TRUST | 296599 | 25716509 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 781637 | 23144281 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 259358 | 22950605 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 694510 | 19779659 | US SML CAP ETF |
| VANGUARD INDEX FDS | 64663 | 19535413 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 103863 | 18422253 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 60688 | 17612809 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 517410 | 16877907 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 618792 | 16391792 | US TIPS ETF |
| VANGUARD INDEX FDS | 53169 | 13714850 | SMALL CP ETF |
| ISHARES TR | 28947 | 13700629 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 36290 | 10129855 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 46643 | 9878576 | SM CP VAL ETF |
| ISHARES TR | 116991 | 7178568 | GLB INFRASTR ETF |
| ISHARES TR | 99598 | 6686009 | MSCI ACWI EX US |
| INVESCO EXCH TRADED FD TR II | 263584 | 5535268 | SR LN ETF |
| ISHARES TR | 6607 | 4525510 | CORE S&P500 ETF |
| GOLDMAN SACHS ETF TR | 43261 | 4183148 | JUST US LRG CP |
| SPDR S&P 500 ETF TR | 6128 | 4178523 | TR UNIT |
| ISHARES TR | 18534 | 3898519 | RUS 1000 VAL ETF |
| ISHARES TR | 47932 | 3422825 | EAFE VALUE ETF |
| ISHARES TR | 23963 | 3380025 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 9219 | 3090757 | TOTAL STK MKT |
| ISHARES TR | 27414 | 3013073 | TIPS BD ETF |
| ISHARES TR | 18112 | 2693060 | CORE S&P TTL STK |
| ISHARES TR | 7176 | 2679806 | RUS 1000 ETF |
| ISHARES TR | 45733 | 2102790 | ESG AWARE MSCI |
| J P MORGAN EXCHANGE TRADED F | 41330 | 2090862 | ULTRA SHRT ETF |
| ISHARES TR | 18080 | 1936549 | NATIONAL MUN ETF |
| ISHARES TR | 20576 | 1741517 | CORE MSCI TOTAL |
| ISHARES TR | 12327 | 1688050 | RUS MD CP GR ETF |
| ISHARES TR | 12421 | 1600152 | ESG MSCI KLD 400 |
| ISHARES TR | 30972 | 1382894 | ESG SELECT SCRE |
| VANECK ETF TRUST | 60150 | 1378037 | SHRT HGH YLD MUN |
| ISHARES TR | 20947 | 1361765 | CORE 60/40 BALAN |
| ISHARES TR | 25187 | 1331889 | ISHS 1-5YR INVS |
| J P MORGAN EXCHANGE TRADED F | 24990 | 1272991 | ULTRA SHT MUNCPL |
| ISHARES TR | 8936 | 1017938 | EAFE GRWTH ETF |
| SCHWAB STRATEGIC TR | 36808 | 1001546 | FUNDAMENTAL US L |
| ISHARES TR | 8021 | 975471 | CORE HIGH DV ETF |
| SPDR INDEX SHS FDS | 25771 | 925695 | MSCI ACWI EXUS |
| ISHARES TR | 9011 | 900019 | CORE US AGGBD ET |
| INVESCO QQQ TR | 1364 | 838029 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 24113 | 789700 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 27705 | 759955 | US DIVIDEND EQ |
| NUSHARES ETF TR | 16637 | 749497 | NUVEEN ESG LRGVL |
| NUSHARES ETF TR | 7424 | 726068 | NUVEEN ESG LRGCP |
| ISHARES INC | 15678 | 692488 | ESG AWR MSCI EM |
| ISHARES INC | 8803 | 639782 | MSCI EMRG CHN |
| ISHARES TR | 5111 | 629929 | S&P 500 GRWT ETF |
| ISHARES TR | 5526 | 628405 | SP SMCP600VL ETF |
| VANGUARD SCOTTSDALE FDS | 7471 | 625697 | INT-TERM CORP |
| ISHARES TR | 6477 | 615901 | ESG AW MSCI EAFE |
| ISHARES TR | 4382 | 610675 | ESG OPTIMIZED |
| ISHARES TR | 5425 | 597534 | TRUST ISHARE 0-1 |
| ISHARES TR | 10198 | 562399 | US REGNL BKS ETF |
| VANGUARD STAR FDS | 7063 | 532809 | VG TL INTL STK F |
| ISHARES TR | 6392 | 526306 | MRGSTR MD CP VAL |
| VANGUARD WHITEHALL FDS | 3654 | 524364 | HIGH DIV YLD |
| SPDR DOW JONES INDL AVERAGE | 1082 | 519977 | UT SER 1 |
| ISHARES INC | 7666 | 515327 | CORE MSCI EMKT |
| ISHARES TR | 5200 | 499356 | MSCI EAFE ETF |
| ISHARES TR | 2574 | 466435 | RUS 2000 VAL ETF |
| SCHWAB STRATEGIC TR | 17649 | 462934 | US BRD MKT ETF |
| ISHARES TR | 4809 | 451518 | U.S. REAL ES ETF |
| ISHARES TR | 4690 | 441611 | MSCI USA MIN VOL |
| ISHARES TR | 3329 | 438018 | S&P MC 400VL ETF |
| VANGUARD SPECIALIZED FUNDS | 1862 | 409231 | DIV APP ETF |
| ISHARES TR | 1654 | 407201 | RUSSELL 2000 ETF |
| ISHARES TR | 9495 | 381035 | CORE 30/70 CONSE |
| SPDR INDEX SHS FDS | 5458 | 380805 | S&P GBLINF ETF |
| JOHNSON & JOHNSON | 1798 | 372096 | COM |
| DIMENSIONAL ETF TRUST | 10263 | 335908 | WORLD EX US CORE |
| NUSHARES ETF TR | 7126 | 318176 | NUVEEN ESG SMLCP |
| GLOBAL X FDS | 6248 | 317774 | ARTIFICIAL ETF |
| ISHARES TR | 6382 | 305379 | ESG AWR US AGRGT |
| ISHARES TR | 3021 | 292675 | S&P MC 400GR ETF |
| ISHARES TR | 1950 | 290511 | ESG AWR MSCI USA |
| ISHARES TR | 1276 | 270554 | S&P 500 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 5516 | 268630 | INTL BD OPP ETF |
| APPLE INC | 947 | 257451 | COM |
| VANECK ETF TRUST | 711 | 256053 | SEMICONDUCTR ETF |
| ISHARES TR | 763 | 246457 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 10207 | 245383 | INTL EQTY ETF |
| VANGUARD SCOTTSDALE FDS | 3342 | 229730 | TOTAL WLD BD ETF |
| CATERPILLAR INC | 400 | 229148 | COM |
| SPDR INDEX SHS FDS | 3339 | 219227 | S&P EMKTSC ETF |
| ISHARES TR | 12838 | 210923 | GL CLEAN ENE ETF |
| GOLDMAN SACHS ETF TR | 2180 | 205792 | MARKETBETA US EQ |
| VANGUARD WORLD FD | 1110 | 205395 | UTILITIES ETF |
| ISHARES INC | 1841 | 202566 | MSCI ISRAEL ETF |
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