SEC Form 13F

Sage Investment Advisers LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$148,665,023
Positions98

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$21,287,17130,994
ISHARES GOLD TRIAUISHARES NEW$7,153,36494,734
VANGUARD STAR FDSVXUSVG TL INTL STK F$5,903,61569,056
VISA INCVCOM CL A$5,416,51215,787
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$5,178,54266,468
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$4,199,54357,207
ISHARES TRIVES&P 500 VAL ETF$4,142,57318,244
JPMORGAN CHASE & COJPMCOM$3,974,67412,143
CHEVRON CORPORATIONCVXCOM$3,827,25823,089
INTERNATIONAL BUSINESS MACHSIBMCOM$3,773,63013,419

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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