SageGuard Financial Group
SageGuard Financial Group reported 211 stocks worth $712M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are AAPL (5.7%), NVDA (3.4%) and JEPQ (3.3%). Compared with Q1 2026, the fund opened new positions in TTEQ, SYFI and ACYN, added to JEPQ, WMT and BRK.B, trimmed AAPL, NVDA and AMZN and sold out of TMFG, WRLD and ORCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $40.5M | 5.7% | 140K | −2,881 (−2%) | 3 of 3 | |
| 2 |  NVDA Nvidia Corporation | $24M | 3.4% | 120K | −7,608 (−6%) | 3 of 3 | |
| 3 |  JEPQ J P Morgan Exchange Traded F | $23.4M | 3.3% | 381K | +28K (+8%) | 3 of 3 | |
| 4 |  WMT Walmart Inc | $22.6M | 3.2% | 200K | +4,785 (+2%) | 3 of 3 | |
| 5 |  AMZN Amazon Com Inc | $21.5M | 3.0% | 90K | −3,501 (−4%) | 3 of 3 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $18.7M | 2.6% | 37K | +80 (+0%) | 3 of 3 | |
| 7 |  QQQ Invesco Qqq TR | $18.5M | 2.6% | 25K | No change | 3 of 3 | |
| 8 |  MSFT Microsoft Corp | $16M | 2.3% | 43K | −7,274 (−14%) | 3 of 3 | |
| 9 |  CAT Caterpillar Inc | $15.9M | 2.2% | 15K | −421 (−3%) | 3 of 3 | |
| 10 |  KO Coca Cola Co | $15.7M | 2.2% | 193K | −19K (−9%) | 3 of 3 |
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 |
|---|---|---|
HONEYWELL INTL INC | $1.8M | 7,971 |
 TMFG Rbb FD Inc | $650K | 23K |
 WRLD World Accep Corporation | $508K | 3,764 |
 ORCL Oracle Corp | $347K | 2,360 |
 DASH Doordash Inc | $266K | 1,774 |
🔒 Free account: see all 14.
Reported value
last 3 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 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SageGuard Financial Group 13F FAQ
What does SageGuard Financial Group own?
SageGuard Financial Group reported 211 stocks worth $712M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are AAPL (5.7%), NVDA (3.4%) and JEPQ (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did SageGuard Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 29 new positions, 75 added to, 91 trimmed and 14 sold out. New positions include TTEQ, SYFI and ACYN. It sold all of TMFG, WRLD and ORCL.
When will SageGuard Financial 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 SageGuard Financial Group's portfolio worth?
The Q2 2026 filing reports $712M 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.