Sagace Wealth Management LLC: 13F holdings
CIK 20274492026Q2
| Positions | 70 |
|---|
| Reported value | $159.4m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 70 (+1 vs prior quarter) |
|---|
| Reported value | $159.4m (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCIT VANGUARD SCOTTSDALE FDS | 116,544 | $9.6m | 6.0% |
| VO VANGUARD INDEX FDS | 119,074 | $9.6m | 6.0% |
| RSP INVESCO EXCHANGE TRADED FD T | 34,785 | $7.4m | 4.6% |
| BIV VANGUARD BD INDEX FDS | 83,048 | $6.4m | 4.0% |
| VEA VANGUARD TAX-MANAGED FDS | 81,811 | $5.8m | 3.7% |
| VXUS VANGUARD STAR FDS | 63,821 | $5.5m | 3.4% |
| BNDX VANGUARD CHARLOTTE FDS | 111,660 | $5.4m | 3.4% |
| VOO VANGUARD INDEX FDS | 7,748 | $5.3m | 3.3% |
| VOT VANGUARD INDEX FDS | 15,823 | $4.8m | 3.0% |
| SCHP SCHWAB STRATEGIC TR | 182,285 | $4.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2027449")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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