SEC Form 13F

Sagace Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$159,406,049
Positions71

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$9,632,362116,544
VANGUARD INDEX FDSVOMID CAP ETF$9,593,792119,074
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$7,401,20434,785
VANGUARD BD INDEX FDSBIVINTERMED TERM$6,369,78283,048
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$5,829,03481,811
VANGUARD STAR FDSVXUSVG TL INTL STK F$5,456,05763,821
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$5,407,694111,660
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$5,321,4047,748
VANGUARD INDEX FDSVOTMCAP GR IDXVIP$4,846,58515,823
SCHWAB STRATEGIC TRSCHPUS TIPS ETF$4,830,553182,285

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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