SEC Form 13F

SageView Advisory Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$3,051,421,129
Positions615

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRAGGCORE US AGGBD ET$349,696,8073,533,005
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$293,915,9952,764,707
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$246,855,6081,931,426
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$173,282,8616,255,699
VANGUARD INDEX FDSVXFEXTEND MKT ETF$157,206,937638,507
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$114,923,6433,169,433
ISHARES TRIAGGCORE INTL AGGR$102,371,5182,023,152
ISHARES TRREETGLOBAL REIT ETF$89,543,1263,241,966
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$81,952,3381,703,083
ISHARES TRIVVCORE S&P500 ETF$70,069,45593,564

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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