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.
SageView Advisory Group, LLC (CIK 1914558) reported $2.96B across 2,587 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: AGG ($361.9M, 12.24%), VONV ($272.8M, 9.22%), VONG ($246.9M, 8.35%), SCHF ($158.9M, 5.37%), VXF ($135.7M, 4.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $361.9M | 12.24% | 3.6M | Added |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $272.8M | 9.22% | 3.0M | Added |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $246.9M | 8.35% | 2.0M | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $158.9M | 5.37% | 6.6M | Trimmed |
| 5 | VXF | VANGUARD INDEX FDS | $135.7M | 4.59% | 648,820 | Added |
| 6 | SCHE | SCHWAB STRATEGIC TR | $110.0M | 3.72% | 3.4M | Trimmed |
| 7 | IAGG | ISHARES TR | $108.6M | 3.67% | 2.2M | Added |
| 8 | REET | ISHARES TR | $82.0M | 2.77% | 3.3M | Added |
| 9 | SCHC | SCHWAB STRATEGIC TR | $79.9M | 2.70% | 1.8M | Trimmed |
| 10 | AAPL | APPLE INC | $51.9M | 1.75% | 190,817 | Trimmed |
| 11 | SPHY | SPDR SERIES TRUST | $34.1M | 1.15% | 1.4M | Added |
| 12 | MSFT | MICROSOFT CORP | $32.2M | 1.09% | 66,606 | Trimmed |
| 13 | MUB | ISHARES TR | $32.3M | 1.09% | 301,950 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $29.8M | 1.01% | 159,712 | Trimmed |
| 15 | IVV | ISHARES TR | $29.0M | 0.98% | 42,407 | Trimmed |
| 16 | EMB | ISHARES TR | $25.5M | 0.86% | 264,493 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $18.8M | 0.63% | 55,999 | Added |
| 18 | TCAF | T ROWE PRICE ETF INC | $18.6M | 0.63% | 485,896 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $18.3M | 0.62% | 58,621 | Added |
| 20 | IEFA | ISHARES TR | $16.5M | 0.56% | 184,674 | Added |
| 21 | AMZN | AMAZON COM INC | $16.5M | 0.56% | 71,391 | Trimmed |
| 22 | TILT | FLEXSHARES TR | $16.3M | 0.55% | 65,441 | Trimmed |
| 23 | PG | PROCTER AND GAMBLE CO | $14.4M | 0.49% | 100,817 | Trimmed |
| 24 | IJH | ISHARES TR | $14.2M | 0.48% | 214,750 | Added |
| 25 | META | META PLATFORMS INC | $14.1M | 0.48% | 21,429 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31