Sage Investment Advisers LLC: 13F holdings
CIK 19254182026Q2
| Positions | 98 |
|---|
| Reported value | $148.7m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 98 (+9 vs prior quarter) |
|---|
| Reported value | $148.7m (+10.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 30,994 | $21.3m | 14.3% |
| IAU ISHARES GOLD TR | 94,734 | $7.2m | 4.8% |
| VXUS VANGUARD STAR FDS | 69,056 | $5.9m | 4.0% |
| V VISA INC | 15,787 | $5.4m | 3.6% |
| BSV VANGUARD BD INDEX FDS | 66,468 | $5.2m | 3.5% |
| BND VANGUARD BD INDEX FDS | 57,207 | $4.2m | 2.8% |
| IVE ISHARES TR | 18,244 | $4.1m | 2.8% |
| JPM JPMORGAN CHASE & CO | 12,143 | $4.0m | 2.7% |
| CVX CHEVRON CORPORATION | 23,089 | $3.8m | 2.6% |
| IBM INTERNATIONAL BUSINESS MACHS | 13,419 | $3.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1925418")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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