SAGE FINANCIAL GROUP INC

Est. AUM

$1.54B

13F long equity, this entity only

Positions

107

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$592.5M	23108501	38.55%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$98.2M	1454616	6.39%	SOLE
3	ISHARES TR	CORE S&P SCP ETF	$75.3M	606023	4.90%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$71.1M	370387	4.62%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$69.4M	353628	4.51%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$67.3M	1244435	4.38%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$61.0M	139571	3.97%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$54.4M	724907	3.54%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$48.7M	81521	3.17%	SOLE
10	VANGUARD INDEX FDS	LARGE CAP ETF	$32.1M	107501	2.09%	SOLE
11	SCHWAB STRATEGIC TR	US MID-CAP ETF	$30.5M	984403	1.98%	SOLE
12	VANGUARD INDEX FDS	REAL ESTATE ETF	$25.7M	289964	1.67%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP VA ETF	$23.6M	772170	1.53%	SOLE
14	SCHWAB STRATEGIC TR	US SML CAP ETF	$20.5M	704058	1.33%	SOLE
15	VANGUARD INDEX FDS	SML CP GRW ETF	$19.5M	64479	1.27%	SOLE
16	VANGUARD INDEX FDS	MCAP VL IDXVIP	$19.2M	104091	1.25%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$18.3M	63826	1.19%	SOLE
18	SCHWAB STRATEGIC TR	US TIPS ETF	$16.6M	623971	1.08%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$15.0M	159064	0.98%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$14.6M	502007	0.95%	SOLE
21	VANGUARD INDEX FDS	SMALL CP ETF	$14.1M	53701	0.92%	SOLE
22	ISHARES TR	RUS 1000 GRW ETF	$12.7M	29794	0.83%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$10.2M	46757	0.66%	SOLE
24	VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.6M	37115	0.62%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$8.6M	122865	0.56%	SOLE
26	ISHARES TR	GLB INFRASTR ETF	$8.0M	119136	0.52%	SOLE
27	ISHARES TR	MSCI ACWI EX US	$6.8M	98757	0.44%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$6.2M	73323	0.41%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$5.1M	7795	0.33%	SOLE
30	ISHARES TR	RUS 1000 VAL ETF	$4.0M	18547	0.26%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	6086	0.26%	SOLE
32	GOLDMAN SACHS ETF TR	JUST US LRG CP	$3.9M	42482	0.26%	SOLE
33	ISHARES TR	EAFE VALUE ETF	$3.6M	48846	0.24%	SOLE
34	ISHARES TR	RUS MDCP VAL ETF	$3.5M	23963	0.23%	SOLE
35	ISHARES TR	TIPS BD ETF	$3.1M	28161	0.20%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	31127	0.20%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9191	0.19%	SOLE
38	ISHARES TR	CORE S&P TTL STK	$2.6M	18108	0.17%	SOLE
39	ISHARES TR	RUS 1000 ETF	$2.6M	7163	0.17%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.4M	47511	0.16%	SOLE
41	ISHARES TR	NATIONAL MUN ETF	$2.2M	20379	0.14%	SOLE
42	ISHARES TR	ESG AWARE MSCI	$2.1M	45152	0.14%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	20486	0.13%	SOLE
44	ISHARES TR	CORE MSCI TOTAL	$1.8M	20576	0.12%	SOLE
45	ISHARES TR	RUS MD CP GR ETF	$1.6M	12234	0.10%	SOLE
46	ISHARES TR	ESG MSCI KLD 400	$1.5M	12152	0.10%	SOLE
47	ISHARES TR	ESG SELECT SCRE	$1.4M	31562	0.09%	SOLE
48	ISHARES TR	CORE 60/40 BALAN	$1.3M	20677	0.09%	SOLE
49	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	26048	0.09%	SOLE
50	ISHARES TR	CORE US AGGBD ET	$1.2M	12200	0.08%	SOLE

1–50 of 107

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.