SageGuard Financial Group, LLC: 13F holdings
CIK 18613782026Q2
| Positions | 211 |
|---|
| Reported value | $711.7m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 211 (+15 vs prior quarter) |
|---|
| Reported value | $711.7m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 139,881 | $40.5m | 5.7% |
| NVDA NVIDIA CORPORATION | 119,956 | $24.0m | 3.4% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 380,856 | $23.4m | 3.3% |
| WMT WALMART INC | 199,823 | $22.6m | 3.2% |
| AMZN AMAZON COM INC | 90,105 | $21.5m | 3.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 37,392 | $18.7m | 2.6% |
| QQQ INVESCO QQQ TR | 25,134 | $18.5m | 2.6% |
| MSFT MICROSOFT CORP | 42,979 | $16.0m | 2.3% |
| CAT CATERPILLAR INC | 14,886 | $15.9m | 2.2% |
| KO COCA COLA CO | 192,968 | $15.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861378")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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