Sage Financial Management Group
Sage Financial Management Group reported 61 stocks worth $364M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are IVV (15.2%), BIV (15.0%) and VEU (10.3%). Compared with Q1 2026, the fund opened new positions in GOOGL, VBK and SPYM, added to BIV, VEU and BSV, trimmed IVV, SCHX and SPYG and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $55.2M | 15.2% | 74K | −987 (−1%) | 8 of 8 | |
| 2 |  BIV Vanguard Intermediate | $54.6M | 15.0% | 712K | +41K (+6%) | 8 of 8 | |
| 3 |  VEU Vanguard Intl Equity Index F | $37.3M | 10.3% | 446K | +4,471 (+1%) | 8 of 8 | |
| 4 |  BSV Vanguard Short-Term Bond ETF | $32.6M | 9.0% | 419K | +41K (+11%) | 8 of 8 | |
| 5 |  SCHX Schwab US Large Cap ETF | $28M | 7.7% | 951K | −2,224 (−0%) | 8 of 8 | |
| 6 |  SPYG Spdr Series Trust | $13.8M | 3.8% | 116K | −1,298 (−1%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $11.6M | 3.2% | 147K | +8,238 (+6%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $11.5M | 3.1% | 149K | +719 (+0%) | 8 of 8 | |
| 9 |  EFA Ishares TR | $11M | 3.0% | 106K | −1,070 (−1%) | 8 of 8 | |
| 10 |  SCHF Schwab International | $10.8M | 3.0% | 389K | −571 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $241K | 1,423 |
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sage Financial Management Group 13F FAQ
What does Sage Financial Management Group own?
Sage Financial Management Group reported 61 stocks worth $364M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are IVV (15.2%), BIV (15.0%) and VEU (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Sage Financial Management Group buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 20 added to, 18 trimmed and 1 sold out. New positions include GOOGL, VBK and SPYM. It sold all of XOM.
When will Sage Financial Management Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sage Financial Management Group's portfolio worth?
The Q2 2026 filing reports $364M 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.