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.
SageGuard Financial Group, LLC (CIK 1861378) reported $646.3M across 196 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($36.2M, 5.61%), WMT ($24.2M, 3.75%), NVDA ($22.2M, 3.44%), JEPQ ($19.6M, 3.03%), AMZN ($19.5M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.2M | 5.61% | 142,762 | Trimmed |
| 2 | WMT | WALMART INC | $24.2M | 3.75% | 195,038 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $22.2M | 3.44% | 127,564 | Trimmed |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $19.6M | 3.03% | 352,467 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $19.5M | 3.02% | 93,606 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $18.6M | 2.88% | 50,253 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.9M | 2.77% | 37,312 | Trimmed |
| 8 | KO | COCA COLA CO | $16.1M | 2.49% | 211,501 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $15.5M | 2.40% | 35,985 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $15.3M | 2.37% | 15,346 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $14.5M | 2.24% | 25,136 | Added |
| 12 | BUFR | FIRST TR EXCHNG TRADED FD VI | $12.9M | 2.00% | 381,944 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.7M | 1.97% | 224,230 | Trimmed |
| 14 | DUK | DUKE ENERGY CORP NEW | $12.7M | 1.97% | 97,073 | Added |
| 15 | LMT | LOCKHEED MARTIN CORP | $12.2M | 1.89% | 20,170 | Trimmed |
| 16 | GE | GE AEROSPACE | $11.4M | 1.77% | 40,246 | Added |
| 17 | XOM | EXXON MOBIL CORP | $11.5M | 1.77% | 67,556 | Added |
| 18 | MCD | MCDONALDS CORP | $11.2M | 1.74% | 36,156 | Trimmed |
| 19 | PGR | PROGRESSIVE CORP | $11.0M | 1.70% | 55,366 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $10.8M | 1.68% | 15,307 | Trimmed |
| 21 | XLP | SELECT SECTOR SPDR TR | $9.4M | 1.46% | 115,242 | Trimmed |
| 22 | CL | COLGATE PALMOLIVE CO | $8.8M | 1.36% | 102,830 | Trimmed |
| 23 | META | META PLATFORMS INC | $8.5M | 1.32% | 14,889 | Added |
| 24 | XLF | SELECT SECTOR SPDR TR | $8.3M | 1.29% | 168,241 | Trimmed |
| 25 | PPA | INVESCO EXCHANGE TRADED FD T | $7.2M | 1.12% | 43,586 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31