Sage Financial Group Inc. has filed a restatement of its Form 13F-HR/A for the period ending June 30, 2026. The filing, submitted on October 27, 2026, lists the firm's equity portfolio holdings as of the specified date.
The information table details a portfolio consisting of 110 positions. The largest holding in the portfolio is the Schwab Strategic Trust US Large Cap ETF, which accounts for 23,002,052 shares. This is followed by the Vanguard International Equity Index Fund AllWorld ex US, which holds 752,152 shares. Other significant positions include the Vanguard FTSE Emerging Markets ETF with 1,306,682 shares and the Vanguard Index Funds Total Stock Market ETF with 9,291 shares.
The filing indicates that the firm holds shares in a diverse range of exchange-traded funds (ETFs) and individual stocks. Notable individual stock positions include Apple Inc. with 907 shares and Caterpillar Inc. with 400 shares. The portfolio also includes various ETFs tracking broad market indices, such as the S&P 500, as well as sector-specific funds covering areas like real estate, utilities, and emerging markets.
