SageView Advisory Group
SageView Advisory Group reported 615 stocks worth $3.1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AGG (11.5%), VONV (9.6%) and VONG (8.1%). Compared with Q1 2026, the fund added to IVV, BND and SPDW, trimmed AGG, VONV and VONG and sold out of USEP, CBRE and ABNB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $350M | 11.5% | 3.5M | −177K (−5%) | 8 of 8 | |
| 2 |  VONV Vanguard Russell 1000 Value ETF | $294M | 9.6% | 2.8M | −205K (−7%) | 8 of 8 | |
| 3 |  VONG Vanguard Russell 1000 | $247M | 8.1% | 1.9M | −132K (−6%) | 8 of 8 | |
| 4 |  SCHF Schwab International | $173M | 5.7% | 6.3M | −358K (−5%) | 8 of 8 | |
| 5 |  VXF Vanguard Index Fds | $157M | 5.2% | 639K | −31K (−5%) | 8 of 8 | |
| 6 |  SCHE Schwab Emerging Markets | $115M | 3.8% | 3.2M | −196K (−6%) | 8 of 8 | |
| 7 |  IAGG Ishares TR | $102M | 3.4% | 2M | −178K (−8%) | 8 of 8 | |
| 8 |  REET Ishares TR | $89.5M | 2.9% | 3.2M | −132K (−4%) | 8 of 8 | |
| 9 |  SCHC Schwab Strategic TR | $82M | 2.7% | 1.7M | −78K (−4%) | 8 of 8 | |
| 10 |  IVV Ishares TR | $70.1M | 2.3% | 94K | +50K (+113%) | 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 |
|---|---|---|
HONEYWELL INTL INC | $1.5M | 6,488 |
 USEP Innovator Etfs Trust | $1.2M | 30K |
 CBRE Cbre Group Inc | $459K | 3,385 |
 ABNB Airbnb Inc | $377K | 2,985 |
 GVI Blackrock, Inc. | $334K | 3,130 |
🔒 Free account: see all 23.
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 | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SageView Advisory Group 13F FAQ
What does SageView Advisory Group own?
SageView Advisory Group reported 615 stocks worth $3.1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AGG (11.5%), VONV (9.6%) and VONG (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did SageView Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 54 new positions, 175 added to, 326 trimmed and 23 sold out. It sold all of USEP, CBRE and ABNB.
When will SageView Advisory 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 SageView Advisory Group's portfolio worth?
The Q2 2026 filing reports $3.1B 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.