Institutions / Pacific Sage Partners, LLC
Pacific Sage Partners, LLC
CIK 1936845 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$630.26M
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 โ
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $91.09M | 14.5% |
| Schwab Strategic Tr | $79.60M | 12.6% |
| BlackRock ETF Trust II | $56.32M | 8.9% |
| Schwab Strategic Tr | $39.39M | 6.2% |
| Vanguard Scottsdale Fds | $34.20M | 5.4% |
| Vanguard Malvern Fds | $33.66M | 5.3% |
| iShares Tr | $31.97M | 5.1% |
| Strategy Shs | $17.93M | 2.8% |
| Global X Fds | $15.93M | 2.5% |
| Amazon.com Inc | $14.89M | 2.4% |
| iShares Tr | $13.78M | 2.2% |
| Global X Fds | $13.68M | 2.2% |
| SPDR Series Trust | $13.31M | 2.1% |
| Schwab Strategic Tr | $12.40M | 2.0% |
| Dimensional ETF Trust | $12.15M | 1.9% |
| Sprott Asset Management LP | $10.97M | 1.7% |
| Sprott Asset Management LP | $10.91M | 1.7% |
| Sprott Asset Management LP | $10.63M | 1.7% |
| Dimensional ETF Trust | $9.57M | 1.5% |
| American Centy ETF Tr | $9.49M | 1.5% |
| Apple Inc. | $8.43M | 1.3% |
| Costco Wholesale Corp /New | $5.93M | 0.9% |
| NVIDIA Corp | $4.60M | 0.7% |
| Alphabet Inc. | $3.80M | 0.6% |
| Adobe Inc. | $3.65M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.