Institutions / SageView Advisory Group, LLC
SageView Advisory Group, LLC
CIK 1914558 · Institution · as of Dec 31, 2025
Portfolio value
$2.96B
Positions
2,610
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,610 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $361.94M | 12.2% |
| Vanguard Scottsdale Fds | $272.82M | 9.2% |
| Vanguard Scottsdale Fds | $246.86M | 8.3% |
| Schwab Strategic Tr | $158.95M | 5.4% |
| Vanguard Index Fds | $135.68M | 4.6% |
| Schwab Strategic Tr | $110.01M | 3.7% |
| iShares Tr | $108.55M | 3.7% |
| iShares Tr | $81.95M | 2.8% |
| Schwab Strategic Tr | $79.86M | 2.7% |
| Apple Inc. | $51.88M | 1.8% |
| SPDR Series Trust | $34.15M | 1.2% |
| iShares Tr | $32.34M | 1.1% |
| Microsoft Corp | $32.21M | 1.1% |
| NVIDIA Corp | $29.79M | 1.0% |
| iShares Tr | $29.05M | 1.0% |
| iShares Tr | $25.47M | 0.9% |
| Vanguard Index Fds | $18.77M | 0.6% |
| T Rowe Price ETF Inc | $18.57M | 0.6% |
| Alphabet Inc. | $18.35M | 0.6% |
| iShares Tr | $16.52M | 0.6% |
| Amazon.com Inc | $16.48M | 0.6% |
| Flexshares Tr | $16.27M | 0.6% |
| PROCTER & GAMBLE Co | $14.45M | 0.5% |
| iShares Tr | $14.17M | 0.5% |
| Meta Platforms Inc | $14.14M | 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.