SAGE PRIVATE WEALTH GROUP, LLC: 13F holdings
CIK 18456352026Q2
| Positions | 100 |
|---|
| Reported value | $222.4m |
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| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 100 (+3 vs prior quarter) |
|---|
| Reported value | $222.4m (+11.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AIRR First Trust - American Industrial Renaissance ETF | 206,553 | $27.5m | 12.4% |
| FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | 239,001 | $22.6m | 10.2% |
| CGDV Capital Group Dividend Value ETF | 410,468 | $20.2m | 9.1% |
| GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 672,539 | $18.6m | 8.4% |
| DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF | 534,485 | $16.4m | 7.4% |
| IAU iShares Gold Trust | 204,868 | $15.5m | 7.0% |
| GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 179,875 | $14.3m | 6.4% |
| NLR VANECK URANIUM AND NUCLEAR ETF | 108,925 | $12.6m | 5.7% |
| NVDA NVIDIA CORPORATION COM | 52,334 | $10.5m | 4.7% |
| AAPL APPLE INC COM | 17,292 | $5.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845635")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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