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.
Sagace Wealth Management LLC (CIK 2027449) reported $149.2M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($9.5M, 6.34%), VO ($8.6M, 5.74%), RSP ($6.6M, 4.43%), BIV ($6.5M, 4.34%), BNDX ($5.5M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $9.5M | 6.34% | 114,311 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $8.6M | 5.74% | 29,806 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $6.6M | 4.43% | 34,446 | Trimmed |
| 4 | BIV | VANGUARD BD INDEX FDS | $6.5M | 4.34% | 83,824 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $5.5M | 3.69% | 114,508 | New |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $5.3M | 3.54% | 82,323 | Trimmed |
| 7 | SCHP | SCHWAB STRATEGIC TR | $4.9M | 3.30% | 184,834 | Added |
| 8 | VXUS | VANGUARD STAR FDS | $4.9M | 3.29% | 63,725 | Trimmed |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | $4.6M | 3.08% | 61,406 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $4.5M | 3.03% | 7,571 | Trimmed |
| 11 | VOT | VANGUARD INDEX FDS | $4.2M | 2.82% | 16,320 | Added |
| 12 | VB | VANGUARD INDEX FDS | $4.1M | 2.78% | 15,833 | Trimmed |
| 13 | EFG | ISHARES TR | $4.0M | 2.71% | 36,277 | Added |
| 14 | HYG | ISHARES TR | $3.9M | 2.62% | 49,213 | Added |
| 15 | PFF | ISHARES TR | $3.9M | 2.59% | 127,339 | Trimmed |
| 16 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.6M | 2.44% | 35,158 | Trimmed |
| 17 | VTIP | VANGUARD MALVERN FDS | $3.3M | 2.22% | 66,349 | Added |
| 18 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.2M | 2.14% | 34,052 | Added |
| 19 | IAU | ISHARES GOLD TR | $3.0M | 2.01% | 33,961 | Trimmed |
| 20 | DLR | DIGITAL RLTY TR INC | $2.9M | 1.92% | 15,906 | Added |
| 21 | AAPL | APPLE INC | $2.9M | 1.91% | 11,246 | Added |
| 22 | BLV | VANGUARD BD INDEX FDS | $2.8M | 1.87% | 40,655 | Trimmed |
| 23 | VOE | VANGUARD INDEX FDS | $2.8M | 1.86% | 15,037 | Trimmed |
| 24 | SCHH | SCHWAB STRATEGIC TR | $2.6M | 1.77% | 123,193 | Trimmed |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $2.5M | 1.68% | 31,655 | Added |
Source: SEC Form 13F filings · as of 2026-03-31