Institutions / SageGuard Financial Group, LLC
SageGuard Financial Group, LLC
CIK 1861378 · Institution · as of Dec 31, 2025
Portfolio value
$628.32M
Positions
177
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 177 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $39.42M | 6.3% |
| NVIDIA Corp | $26.25M | 4.2% |
| Microsoft Corp | $25.78M | 4.1% |
| Walmart Inc. | $22.89M | 3.6% |
| Amazon.com Inc | $22.38M | 3.6% |
| J P Morgan Exchange Traded F | $21.29M | 3.4% |
| SPDR Gold Tr | $20.07M | 3.2% |
| Warren E. Buffett | $19.81M | 3.2% |
| J P Morgan Exchange Traded F | $17.08M | 2.7% |
| Coca Cola Co | $17.08M | 2.7% |
| First Tr Exchng Traded Fd VI | $15.60M | 2.5% |
| Invesco Qqq Tr | $14.95M | 2.4% |
| Lockheed Martin Corp | $13.86M | 2.2% |
| Costco Wholesale Corp /New | $13.42M | 2.1% |
| Progressive CORP/OH | $13.13M | 2.1% |
| General Electric Co | $11.89M | 1.9% |
| Colgate Palmolive Co | $11.65M | 1.9% |
| Duke Energy Corp | $11.35M | 1.8% |
| Mcdonald'S Corp | $11.15M | 1.8% |
| International Business Machines Corp | $9.76M | 1.6% |
| Select Sector SPDR Tr | $9.62M | 1.5% |
| Select Sector SPDR Tr | $9.40M | 1.5% |
| Meta Platforms Inc | $9.01M | 1.4% |
| Rbb Fd Inc | $8.90M | 1.4% |
| Caterpillar Inc | $8.79M | 1.4% |
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.