Sageworth Trust Co of South Dakota
CIK 0001871593 · SIOUX FALLS, SD · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$162.1M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD US TOTAL STOCK MKT SH
17.1%
VOO
VANGUARD S&P 500 ETF
12.0%
VXUS
VANGUARD TOTAL INTERNATIONAL S
9.0%
DCOR
DIMENSIONAL ETF TRUST US CORE
5.6%
DFIC
DIMENSIONAL ETF TRUST INTERNAT
5.1%
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
5.0%
VEA
VANGUARD FTSE DEVELOPED MARKET
4.8%
DFEM
DIMENSIONAL ETF TRUST EMERGING
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.