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.
Sageworth Trust Co (CIK 1482688) reported $2.33B across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($360.9M, 15.51%), VXUS ($304.8M, 13.10%), VOO ($240.7M, 10.35%), ACWI ($239.4M, 10.29%), DFAU ($202.1M, 8.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD US TOTAL STOCK MKT SH | $360.9M | 15.51% | 1.1M | Trimmed |
| 2 | VXUS | VANGUARD TOTAL INTERNATIONAL S | $304.8M | 13.10% | 4.0M | Trimmed |
| 3 | VOO | VANGUARD S&P 500 ETF | $240.7M | 10.35% | 402,887 | Added |
| 4 | ACWI | ISHARES MSCI ACWI ETF | $239.4M | 10.29% | 1.7M | Added |
| 5 | DFAU | DIMENSIONAL US CORE EQUITY MAR | $202.1M | 8.69% | 4.5M | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TRUST | $148.8M | 6.40% | 228,797 | Trimmed |
| 7 | DFIC | DIMENSIONAL ETF TRUST INTERNAT | $114.7M | 4.93% | 3.2M | Trimmed |
| 8 | ACWX | ISHARES MSCI ACWI EX US | $96.7M | 4.16% | 1.4M | Trimmed |
| 9 | VT | VANGUARD TOTAL WORLD STOCK ETF | $79.6M | 3.42% | 575,257 | Trimmed |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKET | $69.2M | 2.97% | 1.1M | Added |
| 11 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $68.8M | 2.96% | 967,803 | Trimmed |
| 12 | DFEM | DIMENSIONAL ETF TRUST EMERGING | $57.0M | 2.45% | 1.6M | Added |
| 13 | VTV | VANGUARD VALUE ETF | $33.5M | 1.44% | 170,955 | Trimmed |
| 14 | DCOR | DIMENSIONAL ETF TRUST US CORE | $26.3M | 1.13% | 365,433 | Added |
| 15 | IVV | ISHARES CORE S&P 500 ETF | $22.0M | 0.95% | 33,756 | Trimmed |
| 16 | RSP | INVESCO S&P 500 EQUAL WEIGHT E | $21.6M | 0.93% | 112,440 | Added |
| 17 | TILT | MFC FLEXSHARES TR MORNINGSTAR | $16.1M | 0.69% | 66,532 | Trimmed |
| 18 | IJR | ISHARES CORE S&P SMALL CAP ETF | $12.4M | 0.53% | 99,836 | Trimmed |
| 19 | IWM | ISHARES RUSSELL 2000 ETF | $12.4M | 0.53% | 50,082 | Trimmed |
| 20 | BOXA | EA SERIES TRUST ALPHA ARCHITEC | $9.3M | 0.40% | 177,900 | Hold |
| 21 | VITNX | VANGUARD INSTL INDEX FD TTL ST | $8.3M | 0.36% | 77,215 | Hold |
| 22 | MLPX | GLOBAL X FDS GLB X MLP ENRG I | $6.3M | 0.27% | 85,268 | Hold |
| 23 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $5.9M | 0.25% | 9,569 | Hold |
| 24 | DFAE | DIMENSIONAL EMERG CORE EQY MRK | $5.6M | 0.24% | 166,676 | Trimmed |
| 25 | TLTE | FLEXSHARES MORNINGSTAR EMERGIN | $5.0M | 0.22% | 74,504 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31