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.
SAGE PRIVATE WEALTH GROUP, LLC (CIK 1845635) reported $198.7M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AIRR ($21.9M, 11.00%), FDT ($18.8M, 9.45%), CGDV ($17.9M, 9.02%), IAU ($16.5M, 8.30%), GRNY ($16.4M, 8.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AIRR | First Trust - American Industrial Renaissance ETF | $21.9M | 11.00% | 197,355 | Trimmed |
| 2 | FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $18.8M | 9.45% | 215,975 | Added |
| 3 | CGDV | Capital Group Dividend Value ETF | $17.9M | 9.02% | 421,281 | New |
| 4 | IAU | iShares Gold Trust | $16.5M | 8.30% | 186,995 | Added |
| 5 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $16.4M | 8.24% | 685,715 | Trimmed |
| 6 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $15.4M | 7.73% | 165,617 | Trimmed |
| 7 | DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $14.9M | 7.52% | 495,467 | Added |
| 8 | NLR | VANECK URANIUM AND NUCLEAR ETF | $12.6M | 6.36% | 94,845 | Added |
| 9 | NVDA | NVIDIA CORPORATION COM | $9.0M | 4.54% | 51,666 | Added |
| 10 | AAPL | APPLE INC COM | $4.2M | 2.12% | 16,596 | Added |
| 11 | MSFT | MICROSOFT CORP COM | $3.0M | 1.50% | 8,067 | Added |
| 12 | AMZN | AMAZON COM INC COM | $1.8M | 0.91% | 8,656 | Added |
| 13 | JPM | JPMORGAN CHASE & CO COM | $1.3M | 0.67% | 4,521 | Added |
| 14 | GLD | SPDR GOLD SHARES | $1.3M | 0.66% | 3,070 | Hold |
| 15 | LLY | ELI LILLY & CO COM | $1.3M | 0.63% | 1,363 | Added |
| 16 | GOOG | ALPHABET INC CAP STK CL C | $1.2M | 0.61% | 4,213 | Trimmed |
| 17 | AVGO | BROADCOM INC COM | $1.1M | 0.58% | 3,693 | Added |
| 18 | DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $1.1M | 0.57% | 22,909 | Trimmed |
| 19 | MSI | MOTOROLA SOLUTIONS INC COM NEW | $1.0M | 0.53% | 2,404 | Trimmed |
| 20 | CME | CME GROUP INC COM | $1.0M | 0.51% | 3,402 | Trimmed |
| 21 | GOOGL | ALPHABET INC CAP STK CL A | $970,573 | 0.49% | 3,375 | Trimmed |
| 22 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $965,381 | 0.49% | 2,264 | Added |
| 23 | MLPX | Global X MLP & Energy Infrastructure ETF | $972,945 | 0.49% | 13,159 | Trimmed |
| 24 | ABBV | ABBVIE INC COM | $914,742 | 0.46% | 4,206 | Added |
| 25 | WMT | WALMART INC COM | $909,249 | 0.46% | 7,316 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31