SAGE FINANCIAL GROUP INC
SAGE FINANCIAL GROUP INC reported 110 positions worth $1.81B as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHX (37.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $677.0M | 37.50% | 23,002,052 | — | — | |
| ▸ 2 | IJH | SH | $114.8M | 6.36% | 1,488,196 | — | — | |
| ▸ 3 | IJR | SH | $92.3M | 5.11% | 622,538 | — | — | |
| ▸ 4 | RSP | SH | $86.7M | 4.80% | 407,650 | — | — | |
| ▸ 5 | VWO | SH | $78.0M | 4.32% | 1,306,682 | — | — | |
| ▸ 6 | VTV | SH | $76.2M | 4.22% | 349,814 | — | — | |
| ▸ 7 | VUG | SH | $70.5M | 3.90% | 817,902 | — | — | |
| ▸ 8 | VEU | SH | $63.0M | 3.49% | 752,152 | — | — | |
| ▸ 9 | VOO | SH | $55.8M | 3.09% | 81,282 | — | — | |
| ▸ 10 | SCHM | SH | $37.1M | 2.05% | 1,005,202 | — | — |
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Frequently Asked Questions
What stocks does SAGE FINANCIAL GROUP INC hold as of Q2 2026?
SAGE FINANCIAL GROUP INC reported 110 positions worth $1.81B in its Q2 2026 13F filing. Largest positions: SCHX (37.5%), IJH (6.4%), IJR (5.1%), RSP (4.8%) and VWO (4.3%).
What did SAGE FINANCIAL GROUP INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SAGE FINANCIAL GROUP INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.