SEC Form 13F

SAGE FINANCIAL GROUP INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$1,805,267,221
Positions110

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$676,950,38623,002,052
ISHARES TRIJHCORE S&P MCP ETF$114,754,8191,488,196
ISHARES TRIJRCORE S&P SCP ETF$92,328,580622,538
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$86,735,628407,650
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$77,995,8241,306,682
VANGUARD INDEX FDSVTVVALUE ETF$76,234,981349,814
VANGUARD INDEX FDSVUGGROWTH ETF$70,454,068817,902
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$62,992,743752,152
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$55,825,12981,282
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$37,061,8111,005,202

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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