Sagace Wealth Management
Sagace Wealth Management reported 71 stocks worth $160M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VCIT (6.0%), VO (5.7%) and RSP (4.2%). Compared with Q2 2026, the fund opened new positions in JPIB, FPE and IVOG, added to VCIT, BIV and VEA, trimmed VO, RSP and VOO and sold out of BNDX, PFF and IBIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $9.7M | 6.0% | 123K | +6,849 (+6%) | 8 of 8 | |
| 2 |  VO Vanguard Index Fds | $9.1M | 5.7% | 116K | −2,936 (−2%) | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $6.8M | 4.2% | 33K | −2,194 (−6%) | 8 of 8 | |
| 4 |  BIV Vanguard Intermediate | $6.4M | 4.0% | 87K | +4,207 (+5%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $5.8M | 3.6% | 83K | +810 (+1%) | 8 of 8 | |
| 6 |  JPIB J P Morgan Exchange Traded F | $5.7M | 3.5% | 122K | New position | 1 of 8 | |
| 7 |  VXUS Vanguard Star Fds | $5.6M | 3.5% | 65K | +1,577 (+2%) | 5 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $5.4M | 3.4% | 7,685 | −63 (−1%) | 8 of 8 | |
| 9 |  VCLT Vanguard Scottsdale Fds | $4.6M | 2.8% | 67K | +5,186 (+8%) | 8 of 8 | |
| 10 |  VB Vanguard Index Fds | $4.5M | 2.8% | 16K | +84 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BNDX Vanguard Total | $5.4M | 112K |
 PFF Ishares TR | $3.8M | 125K |
 IBIT Ishares Bitcoin Trust ETF | $1.2M | 36K |
 V Visa Inc | $464K | 1,352 |
 NFLX Netflix Inc | $432K | 6,046 |
🔒 Free account: see all 14.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sagace Wealth Management 13F FAQ
What does Sagace Wealth Management own?
Sagace Wealth Management reported 71 stocks worth $160M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VCIT (6.0%), VO (5.7%) and RSP (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Sagace Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 35 added to, 19 trimmed and 14 sold out. New positions include JPIB, FPE and IVOG. It sold all of BNDX, PFF and IBIT.
When will Sagace Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sagace Wealth Management's portfolio worth?
The Q3 2026 filing reports $160M in US stocks ($163M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.