Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Sage Partners, LLC (CIK 1936845) reported $635.6M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHR ($86.7M, 13.64%), MSFT ($69.9M, 10.99%), BINC ($60.9M, 9.58%), SCHF ($41.4M, 6.52%), VTIP ($37.5M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $86.7M | 13.64% | 3.5M | Added |
| 2 | MSFT | MICROSOFT CORP | $69.9M | 10.99% | 188,710 | Added |
| 3 | BINC | BLACKROCK ETF TRUST II | $60.9M | 9.58% | 1.2M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $41.4M | 6.52% | 1.7M | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $37.5M | 5.90% | 750,511 | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $37.3M | 5.87% | 637,238 | Added |
| 7 | IWD | ISHARES TR | $33.1M | 5.21% | 155,015 | Added |
| 8 | SSUS | STRATEGY SHS | $18.2M | 2.86% | 389,686 | Added |
| 9 | SLDR | GLOBAL X FDS | $17.2M | 2.71% | 344,074 | Added |
| 10 | BILS | SPDR SERIES TRUST | $15.3M | 2.41% | 153,758 | Added |
| 11 | CLIP | GLOBAL X FDS | $13.8M | 2.17% | 137,279 | Added |
| 12 | AMZN | AMAZON COM INC | $13.5M | 2.13% | 64,854 | Added |
| 13 | IWF | ISHARES TR | $13.4M | 2.11% | 31,379 | Added |
| 14 | SCHM | SCHWAB STRATEGIC TR | $13.0M | 2.04% | 418,915 | Added |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $12.6M | 1.99% | 177,577 | Added |
| 16 | PHYS | SPROTT ASSET MANAGEMENT LP | $11.6M | 1.83% | 327,776 | Added |
| 17 | PSLV | SPROTT ASSET MANAGEMENT LP | $11.1M | 1.75% | 456,104 | Trimmed |
| 18 | AVXC | AMERICAN CENTY ETF TR | $10.0M | 1.57% | 147,423 | Trimmed |
| 19 | DISV | DIMENSIONAL ETF TRUST | $9.9M | 1.56% | 251,179 | Trimmed |
| 20 | CEF | SPROTT ASSET MANAGEMENT LP | $9.3M | 1.47% | 195,907 | Trimmed |
| 21 | AAPL | APPLE INC | $8.6M | 1.35% | 33,810 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $6.8M | 1.07% | 6,837 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $5.1M | 0.80% | 29,113 | Added |
| 24 | GOOG | ALPHABET INC | $3.6M | 0.56% | 12,466 | Added |
| 25 | AMAT | APPLIED MATLS INC | $3.0M | 0.47% | 8,790 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31