Institutions / Sage Private Wealth Group, LLC
Sage Private Wealth Group, LLC
CIK 1845635 · Institution · as of Dec 31, 2025
Portfolio value
$186.00M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| First Tr Exchange Traded Fd | $19.47M | 10.5% |
| WisdomTree Tr | $19.46M | 10.5% |
| Tidal Trust I | $17.02M | 9.1% |
| iShares Gold Tr | $15.13M | 8.1% |
| World Gold Tr | $14.84M | 8.0% |
| First Tr Exch Trd Alphdx Fd | $14.22M | 7.6% |
| Litman Gregory Fds Tr | $13.86M | 7.5% |
| VanEck ETF Trust | $10.74M | 5.8% |
| Apple Inc. | $4.15M | 2.2% |
| NVIDIA Corp | $3.95M | 2.1% |
| Dbx ETF Tr | $3.76M | 2.0% |
| Microsoft Corp | $3.46M | 1.9% |
| Alphabet Inc. | $1.48M | 0.8% |
| Amazon.com Inc | $1.39M | 0.7% |
| Alphabet Inc. | $1.36M | 0.7% |
| ELI LILLY & Co | $1.34M | 0.7% |
| JPMorgan Chase & Co | $1.34M | 0.7% |
| Broadcom Inc. | $1.26M | 0.7% |
| Global X Fds | $1.23M | 0.7% |
| SPDR Gold Tr | $1.22M | 0.7% |
| Incyte Corp | $955.7K | 0.5% |
| Motorola Solutions, Inc. | $950.2K | 0.5% |
| AbbVie Inc. | $944.7K | 0.5% |
| CME Group Inc | $939.3K | 0.5% |
| Visa Inc | $933.3K | 0.5% |
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.