Home › SageGuard Financial Group, LLC

SageGuard Financial Group, LLC 13F holdings

Filed 2026-07-27 · SageGuard Financial Group, LLC · 211 positions · $711.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AAPLAPPLE INC139.9K$40.5M5.7%
NVDANVIDIA CORPORATION120.0K$24.0M3.4%
JEPQJ P MORGAN EXCHANGE TRADED F380.9K$23.4M3.3%
WMTWALMART INC199.8K$22.6M3.2%
AMZNAMAZON COM INC90.1K$21.5M3.0%
BRK-BBERKSHIRE HATHAWAY INC DEL37.4K$18.7M2.6%
QQQINVESCO QQQ TR25.1K$18.5M2.6%
MSFTMICROSOFT CORP43.0K$16.0M2.3%
CATCATERPILLAR INC14.9K$15.9M2.2%
KOCOCA COLA CO193.0K$15.7M2.2%
GEGE AEROSPACE40.7K$15.2M2.1%
COSTCOSTCO WHOLESALE CORPORATION14.1K$13.2M1.9%
BUFRFIRST TR EXCHNG TRADED FD VI335.9K$12.3M1.7%
DUKDUKE ENERGY CORP NEW94.7K$12.0M1.7%
METAMETA PLATFORMS INC17.3K$9.7M1.4%
JEPIJ P MORGAN EXCHANGE TRADED F172.3K$9.7M1.4%
EXMOCEXXON MOBIL CORP70.7K$9.7M1.4%
GLDSPDR GOLD TR25.8K$9.5M1.3%
MCDMCDONALDS CORP35.1K$9.5M1.3%
XLPSELECT SECTOR SPDR TR108.7K$9.0M1.3%
FTCBFIRST TR EXCHANGE-TRADED FD415.2K$8.7M1.2%
FENYFIDELITY COVINGTON TRUST279.9K$8.3M1.2%
GOOGALPHABET INC22.9K$8.1M1.1%
IBMINTERNATIONAL BUSINESS MACHS28.0K$7.9M1.1%
PGRPROGRESSIVE CORP35.2K$7.7M1.1%
XLFSELECT SECTOR SPDR TR142.8K$7.7M1.1%
QQAINVESCO ACTIVELY MANAGED EXC128.9K$7.4M1.0%
ISPYPROSHARES TR152.1K$7.3M1.0%
STLDSTEEL DYNAMICS INC31.8K$7.3M1.0%
SPYINEOS ETF TRUST137.0K$7.3M1.0%
IAUISHARES GOLD TR93.3K$7.0M1.0%
CIBRFIRST TR EXCHANGE-TRADED FD77.6K$7.0M1.0%
AIRRFIRST TR EXCHANGE TRADED FD51.3K$6.8M1.0%
LMTLOCKHEED MARTIN CORP13.0K$6.6M0.9%
HYFIAB ACTIVE ETFS INC176.7K$6.6M0.9%
PPAINVESCO EXCHANGE TRADED FD T36.5K$6.5M0.9%
GRIDFIRST TR EXCHANGE-TRADED FD33.2K$6.4M0.9%
—T ROWE PRICE EXCHANGE-TRADED140.2K$6.3M0.9%
CLCOLGATE PALMOLIVE CO68.0K$6.2M0.9%
VGTVANGUARD WORLD FD51.1K$6.1M0.9%
ETENERGY TRANSFER L P314.0K$6.0M0.8%
CEGCONSTELLATION ENERGY CORP23.3K$5.8M0.8%
GEVGE VERNOVA INC4.9K$5.8M0.8%
FBNDFIDELITY MERRIMACK STR TR120.1K$5.5M0.8%
LLYELI LILLY & CO4.5K$5.4M0.8%
FTSMFIRST TR EXCHANGE-TRADED FD86.4K$5.2M0.7%
XLKSELECT SECTOR SPDR TR25.9K$4.9M0.7%
JPMJPMORGAN CHASE & CO15.0K$4.9M0.7%
ABBVABBVIE INC19.4K$4.9M0.7%
EFAAINVESCO ACTIVELY MANAGED EXC85.3K$4.8M0.7%
RSPAINVESCO ACTIVELY MANAGED EXC89.0K$4.7M0.7%
—PROSHARES TR100.1K$4.7M0.7%
XLISELECT SECTOR SPDR TR25.0K$4.6M0.7%
IQQQPROSHARES TR88.9K$4.5M0.6%
WMWASTE MGMT INC DEL20.0K$4.5M0.6%
HCAHCA HEALTHCARE INC11.3K$4.4M0.6%
SLVISHARES SILVER TR81.6K$4.4M0.6%
SYFIAB ACTIVE ETFS INC121.0K$4.3M0.6%
AMDADVANCED MICRO DEVICES INC7.1K$4.1M0.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC8.5K$4.1M0.6%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}