Sage Investment Advisers
Sage Investment Advisers reported 96 stocks worth $154M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VOO (16.2%), IAU (5.5%) and VXUS (4.1%). Compared with Q2 2026, the fund opened new positions in XBI, XOM and MUNY, added to VOO, IAU and VXUS, trimmed V, CVX and JPM and sold out of ETN, CARR and KTOS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $25M | 16.2% | 36K | +4,722 (+15%) | 5 of 5 | |
| 2 |  IAU Ishares Gold TR | $8.5M | 5.5% | 108K | +14K (+14%) | 5 of 5 | |
| 3 |  VXUS Vanguard Star Fds | $6.4M | 4.1% | 75K | +6,099 (+9%) | 5 of 5 | |
| 4 |  V Visa Inc | $5.6M | 3.6% | 16K | −106 (−1%) | 5 of 5 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $5.4M | 3.5% | 71K | +4,457 (+7%) | 5 of 5 | |
| 6 |  CVX Chevron Corp New | $4.7M | 3.0% | 23K | −72 (−0%) | 5 of 5 | |
| 7 |  BND Vanguard BD Index Fds | $4.2M | 2.8% | 60K | +3,199 (+6%) | 4 of 5 | |
| 8 |  JPM Jpmorgan Chase & Co. | $3.9M | 2.5% | 12K | −261 (−2%) | 5 of 5 | |
| 9 |  QQQ Invesco Qqq TR | $3.9M | 2.5% | 5,231 | +185 (+4%) | 5 of 5 | |
| 10 |  GLD Spdr Gold TR | $3.7M | 2.4% | 9,658 | +324 (+3%) | 5 of 5 |
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 |
|---|---|---|
 ETN Eaton Corp PLC | $1.2M | 2,770 |
 CARR Carrier Global Corporation | $704K | 9,600 |
 KTOS KRATOS DEFENSE & SEC SOLUTIO | $300K | 6,020 |
 CSCO Cisco Sys Inc | $261K | 2,226 |
 XOM Exxon Mobil Corp | $254K | 1,856 |
🔒 Free account: see all 6.
Reported value
last 5 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 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sage Investment Advisers 13F FAQ
What does Sage Investment Advisers own?
Sage Investment Advisers reported 96 stocks worth $154M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VOO (16.2%), IAU (5.5%) and VXUS (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Sage Investment Advisers buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 45 added to, 28 trimmed and 6 sold out. New positions include XBI, XOM and MUNY. It sold all of ETN, CARR and KTOS.
When will Sage Investment Advisers 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 Investment Advisers's portfolio worth?
The Q3 2026 filing reports $154M 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.