Sage Financial Group Inc. filed its Form 13F-HR on October 27, 2026, disclosing its equity portfolio as of September 30, 2026. The filing indicates the firm holds positions in 116 different securities, with the majority of the portfolio allocated to exchange-traded funds (ETFs).
The largest holding in the portfolio is the Schwab Strategic Trust U.S. Large Cap ETF, which comprises 22,826,110 shares. This is followed by the Vanguard International Equity Index Fund (AllWorld ex US), holding 777,617 shares, and the Vanguard International Equity Index Fund (FTSE Emerging Market ETF), holding 1,301,758 shares.
The filing lists a diverse array of ETFs across various market caps and sectors. Significant positions include the Vanguard Morningstar Large Cap ETF (106,081 shares), the Vanguard Morningstar Mid Cap Growth ETF (38,368 shares), and the Vanguard Morningstar Small Cap Value ETF (44,432 shares). The firm also holds substantial stakes in bond and real estate ETFs, such as the Vanguard Real Estate ETF (328,144 shares) and the Vanguard Total World Bond ETF (3,137 shares).
Among individual equities listed in the filing, Apple Inc. appears with 907 shares, Caterpillar Inc. with 400 shares, and Johnson & Johnson with 1,798 shares. The portfolio also includes exposure to Bitcoin trusts, such as the Grayscale Bitcoin Mini Trust ETF (13,812 shares) and the Grayscale Bitcoin Trust ETF (6,439 shares).
The report was signed by John Sion, the Chief Compliance Officer of Sage Financial Group, and lists the firm's address as 300 Barr Harbor Drive, Suite 200, in West Conshohocken, Pennsylvania.
