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Sageworth Trust Co | Tormere

Sageworth Trust Co

Est. AUM

$2.33B

13F long equity, this entity only

Positions

172

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD US TOTAL STOCK MKT SH	ETF	$360.9M	1124957	15.51%	SOLE
2	VANGUARD TOTAL INTERNATIONAL S	ETF	$304.8M	3952399	13.10%	SOLE
3	VANGUARD S&P 500 ETF	ETF	$240.7M	402887	10.35%	SOLE
4	ISHARES MSCI ACWI ETF	ETF	$239.4M	1729958	10.29%	SOLE
5	DIMENSIONAL US CORE EQUITY MAR	ETF	$202.1M	4479578	8.69%	SOLE
6	SPDR S&P 500 ETF TRUST	ETF	$148.8M	228797	6.40%	SOLE
7	DIMENSIONAL ETF TRUST INTERNAT	ETF	$114.7M	3227612	4.93%	SOLE
8	ISHARES MSCI ACWI EX US	ETF	$96.7M	1412315	4.16%	SOLE
9	VANGUARD TOTAL WORLD STOCK ETF	ETF	$79.6M	575257	3.42%	SOLE
10	VANGUARD FTSE DEVELOPED MARKET	ETF	$69.2M	1079778	2.97%	SOLE
11	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$68.8M	967803	2.96%	SOLE
12	DIMENSIONAL ETF TRUST EMERGING	ETF	$57.0M	1649406	2.45%	SOLE
13	VANGUARD VALUE ETF	ETF	$33.5M	170955	1.44%	SOLE
14	DIMENSIONAL ETF TRUST US CORE	ETF	$26.3M	365433	1.13%	SOLE
15	ISHARES CORE S&P 500 ETF	ETF	$22.1M	33756	0.95%	SOLE
16	INVESCO S&P 500 EQUAL WEIGHT E	ETF	$21.6M	112440	0.93%	SOLE
17	MFC FLEXSHARES TR MORNINGSTAR	COM	$16.1M	66532	0.69%	SOLE
18	ISHARES RUSSELL 2000 ETF	ETF	$12.4M	50082	0.53%	SOLE
19	ISHARES CORE S&P SMALL CAP ETF	ETF	$12.4M	99836	0.53%	SOLE
20	EA SERIES TRUST ALPHA ARCHITEC	ETF	$9.3M	177900	0.40%	SOLE
21	VANGUARD INSTL INDEX FD TTL ST	COM	$8.3M	77215	0.36%	SOLE
22	GLOBAL X FDS GLB X MLP ENRG I	ETF	$6.3M	85268	0.27%	SOLE
23	SPDR S&P MIDCAP 400 ETF TRUST	ETF	$5.9M	9569	0.25%	SOLE
24	DIMENSIONAL EMERG CORE EQY MRK	ETF	$5.6M	166676	0.24%	SOLE
25	ALPHABET INC CLASS C	COM	$5.1M	17764	0.22%	SOLE
26	ISHARES RUSSELL 1000 INDEX	ETF	$5.1M	14270	0.22%	SOLE
27	FLEXSHARES MORNINGSTAR EMERGIN	ETF	$5.0M	74504	0.22%	SOLE
28	ABBVIE INC	COM	$5.0M	23010	0.22%	SOLE
29	APPLE INC	COM	$4.8M	18891	0.21%	SOLE
30	TESLA, INC. CMN	COM	$4.7M	12577	0.20%	SOLE
31	VANGUARD ESG U.S. STOCK ETF	ETF	$4.2M	37613	0.18%	SOLE
32	BROADCOM INC. CMN	COM	$4.1M	13269	0.18%	SOLE
33	ISHARES TR GLB INFRASTR ETF	ETF	$4.0M	59049	0.17%	SOLE
34	NVIDIA CORP	COM	$3.9M	22302	0.17%	SOLE
35	MICROSOFT CORP	COM	$3.7M	9940	0.16%	SOLE
36	VANGUARD FTSE EMERGING MKTS ET	ETF	$3.5M	64066	0.15%	SOLE
37	FLEXSHARES GLOBAL UPSTREAM N	ETF	$3.4M	61217	0.15%	SOLE
38	VANGUARD SMALL CAP VALUE ETF	ETF	$3.3M	15006	0.14%	SOLE
39	TAIWAN SEMICONDUCTOR MFG ADS L	COM	$3.3M	9617	0.14%	SOLE
40	ISHARES BITCOIN TR SHS	ETF	$3.2M	83412	0.14%	SOLE
41	ALPHABET INC. CMN CLASS A	COM	$2.9M	10111	0.13%	SOLE
42	ABBOTT LABORATORIES CMN	COM	$2.9M	27828	0.12%	SOLE
43	VANGUARD HIGH DVD YIELD ETF	ETF	$2.8M	18944	0.12%	SOLE
44	FLEXSHARES QUALITY DIVIDEND	COM	$2.3M	29664	0.10%	SOLE
45	JPMORGAN CHASE & CO CMN	COM	$2.1M	7247	0.09%	SOLE
46	ISHARES S&P MIDCAP 400 VALUE E	ETF	$2.1M	16072	0.09%	SOLE
47	ISHARES TR S&P MIDCAP 400	ETF	$2.1M	31440	0.09%	SOLE
48	PALANTIR TECHNOLOGIES INC. CMN	COM	$2.1M	14418	0.09%	SOLE
49	INVESCO QQQ TRUST ETF, SERIES	ETF	$2.1M	3586	0.09%	SOLE
50	ISHARES GOLD ETF	ETF	$2.0M	22496	0.09%	SOLE

1–50 of 172

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