SAGE PRIVATE WEALTH GROUP, LLC

Est. AUM

$198.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	First Trust - American Industrial Renaissance ETF	ETF	$21.9M	197355	11.00%	SOLE
2	FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND	ETF	$18.8M	215975	9.45%	SOLE
3	Capital Group Dividend Value ETF	ETF	$17.9M	421281	9.02%	SOLE
4	iShares Gold Trust	ETF	$16.5M	186995	8.30%	SOLE
5	FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	ETF	$16.4M	685715	8.24%	SOLE
6	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$15.3M	165617	7.73%	SOLE
7	IMGP DBI MANAGED FUTURES STRATEGY ETF	ETF	$14.9M	495467	7.52%	SOLE
8	VANECK URANIUM AND NUCLEAR ETF	ETF	$12.6M	94845	6.36%	SOLE
9	NVIDIA CORPORATION COM	Stock	$9.0M	51666	4.54%	SOLE
10	APPLE INC COM	Stock	$4.2M	16596	2.12%	SOLE
11	MICROSOFT CORP COM	Stock	$3.0M	8067	1.50%	SOLE
12	AMAZON COM INC COM	Stock	$1.8M	8656	0.91%	SOLE
13	JPMORGAN CHASE & CO COM	Stock	$1.3M	4521	0.67%	SOLE
14	SPDR GOLD SHARES	ETF	$1.3M	3070	0.66%	SOLE
15	ELI LILLY & CO COM	Stock	$1.3M	1363	0.63%	SOLE
16	ALPHABET INC CAP STK CL C	Stock	$1.2M	4213	0.61%	SOLE
17	BROADCOM INC COM	Stock	$1.1M	3693	0.58%	SOLE
18	XTRACKERS MSCI EAFE HEDGED EQUITY ETF	ETF	$1.1M	22909	0.57%	SOLE
19	MOTOROLA SOLUTIONS INC COM NEW	Stock	$1.0M	2404	0.52%	SOLE
20	CME GROUP INC COM	Stock	$1.0M	3402	0.51%	SOLE
21	Global X MLP & Energy Infrastructure ETF	ETF	$973K	13159	0.49%	SOLE
22	ALPHABET INC CAP STK CL A	Stock	$971K	3375	0.49%	SOLE
23	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$965K	2264	0.49%	SOLE
24	ABBVIE INC COM	Stock	$915K	4206	0.46%	SOLE
25	WALMART INC COM	Stock	$909K	7316	0.46%	SOLE
26	ANALOG DEVICES INC COM	Stock	$905K	2845	0.46%	SOLE
27	TJX COS INC NEW COM	Stock	$897K	5616	0.45%	SOLE
28	INCYTE CORP COM	Stock	$897K	9532	0.45%	SOLE
29	Visa Inc Common A	Stock	$806K	2668	0.41%	SOLE
30	ILLUMINA INC COM	Stock	$785K	6366	0.40%	SOLE
31	EATON CORP PLC SHS	Stock	$766K	2143	0.39%	SOLE
32	COMCAST CORP NEW CL A	Stock	$741K	25827	0.37%	SOLE
33	MARATHON PETE CORP COM	Stock	$718K	2940	0.36%	SOLE
34	INTEL CORP COM	Stock	$696K	15780	0.35%	SOLE
35	HOME DEPOT INC COM	Stock	$691K	2100	0.35%	SOLE
36	ISHARES RUSSELL 1000 ETF	ETF	$686K	1925	0.35%	SOLE
37	CISCO SYS INC COM	Stock	$631K	8127	0.32%	SOLE
38	Global X Artificial Intelligence & Technology ETF	ETF	$627K	13434	0.32%	SOLE
39	FACTSET RESH SYS INC COM	Stock	$623K	2873	0.31%	SOLE
40	SALESFORCE INC COM	Stock	$617K	3303	0.31%	SOLE
41	CHUBB LTD SWITZ COM	Stock	$597K	1830	0.30%	SOLE
42	AIR PRODUCTS AND CHEMICALS INC COM	Stock	$586K	2016	0.29%	SOLE
43	AFLAC INC COM	Stock	$584K	5320	0.29%	SOLE
44	TARGET CORP COM	Stock	$573K	4730	0.29%	SOLE
45	TRANE TECHNOLOGIES PLC SHS	Stock	$561K	1347	0.28%	SOLE
46	JOHNSON & JOHNSON COM	Stock	$555K	2270	0.28%	SOLE
47	FIRST SOLAR INC COM	Stock	$545K	2761	0.27%	SOLE
48	AMERICAN EXPRESS CO COM	Stock	$542K	1793	0.27%	SOLE
49	QUALCOMM INC COM	Stock	$500K	3885	0.25%	SOLE
50	STERIS PLC SHS USD	Stock	$497K	2248	0.25%	SOLE

1–50 of 97

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