Institutions / Sageworth Trust Co

Sageworth Trust Co

CIK 1482688 · Institution · as of Dec 31, 2025

Portfolio value

$2.33B

Positions

137

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 137 →

Company	Class	Value	Shares	% of portfolio
Vanguard US Total Stock Mkt Sh	—	$385.91M	1,151,030	16.5%
Vanguard Total International S	—	$316.36M	4,193,535	13.6%
iShares MSCI Acwi ETF	—	$244.76M	1,729,890	10.5%
Vanguard S & P 500 ETF	—	$233.87M	372,915	10.0%
Dimensional US Core Equity Mar	—	$210.82M	4,504,629	9.0%
SPDR S & P 500 ETF Trust	—	$177.76M	260,682	7.6%
Dimensional ETF Trust Internat	—	$111.34M	3,231,015	4.8%
iShares MSCI Acwi Ex US	—	$95.58M	1,423,778	4.1%
Vanguard Total World Stock ETF	—	$81.85M	580,227	3.5%
Dimensional U.S. Small Cap ETF	—	$67.46M	968,342	2.9%
Vanguard Ftse Developed Market	—	$51.37M	822,354	2.2%
Dimensional ETF Trust Emerging	—	$50.89M	1,538,273	2.2%
Vanguard Value ETF	—	$33.29M	174,303	1.4%
Dimensional ETF Trust US Core	—	$25.28M	343,348	1.1%
iShares Core S & P 500 ETF	—	$23.13M	33,765	1.0%
Invesco S & P 500 Equal Weight E	—	$18.25M	95,269	0.8%
Mfc Flexshares Tr Morningstar	—	$17.54M	70,542	0.8%
iShares Russell 2000 ETF	—	$12.75M	51,777	0.5%
iShares Core S & P Small Cap ETF	—	$12.09M	100,638	0.5%
Ea Series Trust Alpha Architec	—	$9.80M	177,900	0.4%
Vanguard Instl Index Fd Ttl St	—	$8.72M	77,215	0.4%
SPDR S & P Midcap 400 ETF Trust	—	$5.77M	9,569	0.2%
Tesla, Inc. Cmn	—	$5.52M	12,279	0.2%
Dimensional Emerg Core Eqy Mrk	—	$5.43M	166,786	0.2%
iShares Russell 1000 Index	—	$5.33M	14,270	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.