Sage Financial Group
Sage Financial Group reported 116 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHX (37.9%), IJH (6.1%) and RSP (5.2%). Compared with Q2 2026, the fund opened new positions in VCRM, JEPI and JEPQ, added to IJH, RSP and IJR, trimmed SCHX, VWO and VTV and sold out of SMH, VPU and MSML.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $685M | 37.9% | 22.8M | −176K (−1%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $111M | 6.1% | 1.5M | +53K (+4%) | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $93.7M | 5.2% | 450K | +43K (+10%) | 4 of 8 | |
| 4 |  IJR Ishares TR | $88M | 4.9% | 647K | +24K (+4%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $77.2M | 4.3% | 1.3M | −4,924 (−0%) | 8 of 8 | |
| 6 |  VTV Vanguard Index Fds | $74.8M | 4.1% | 346K | −3,587 (−1%) | 8 of 8 | |
| 7 |  VUG Vanguard Index Fds | $71.9M | 4.0% | 798K | −20K (−2%) | 8 of 8 | |
| 8 |  VEU Vanguard Intl Equity Index F | $64.5M | 3.6% | 778K | +25K (+3%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $56.5M | 3.1% | 81K | −720 (−1%) | 8 of 8 | |
| 10 |  VV Vanguard Large Cap ETF | $37.3M | 2.1% | 106K | No change | 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
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 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sage Financial Group 13F FAQ
What does Sage Financial Group own?
Sage Financial Group reported 116 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHX (37.9%), IJH (6.1%) and RSP (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Sage Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 53 added to, 30 trimmed and 4 sold out. New positions include VCRM, JEPI and JEPQ. It sold all of SMH, VPU and MSML.
When will Sage Financial Group 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 Sage Financial Group's portfolio worth?
The Q3 2026 filing reports $1.8B in US stocks. 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.