SageView Advisory Group, LLC

Est. AUM

$2.96B

13F long equity, this entity only

Positions

2,610

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$361.9M	3623752	12.24%	SOLE
2	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$272.8M	2955832	9.22%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$246.9M	2027559	8.35%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$158.9M	6611853	5.37%	SOLE
5	VANGUARD INDEX FDS	EXTEND MKT ETF	$135.7M	648820	4.59%	SOLE
6	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$110.0M	3358935	3.72%	SOLE
7	ISHARES TR	CORE INTL AGGR	$108.5M	2170574	3.67%	SOLE
8	ISHARES TR	GLOBAL REIT ETF	$82.0M	3284630	2.77%	SOLE
9	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$79.9M	1754109	2.70%	SOLE
10	APPLE INC	COM	$51.9M	190817	1.75%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$34.1M	1442659	1.15%	SOLE
12	ISHARES TR	NATIONAL MUN ETF	$32.3M	301950	1.09%	SOLE
13	MICROSOFT CORP	COM	$32.2M	66606	1.09%	SOLE
14	NVIDIA CORPORATION	COM	$29.8M	159712	1.01%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$29.0M	42407	0.98%	SOLE
16	ISHARES TR	JPMORGAN USD EMG	$25.5M	264493	0.86%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$18.8M	55999	0.63%	SOLE
18	T ROWE PRICE ETF INC	CAP APPRECIATION	$18.6M	485896	0.63%	SOLE
19	ALPHABET INC	CAP STK CL A	$18.3M	58621	0.62%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$16.5M	184674	0.56%	SOLE
21	AMAZON COM INC	COM	$16.5M	71391	0.56%	SOLE
22	FLEXSHARES TR	MORNSTAR USMKT	$16.3M	65441	0.55%	SOLE
23	PROCTER AND GAMBLE CO	COM	$14.4M	100817	0.49%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$14.2M	214750	0.48%	SOLE
25	META PLATFORMS INC	CL A	$14.1M	21429	0.48%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$13.5M	268868	0.46%	SOLE
27	ISHARES TR	CORE MSCI INTL	$13.2M	160127	0.45%	SOLE
28	JPMORGAN CHASE & CO.	COM	$13.1M	40799	0.44%	SOLE
29	ELI LILLY & CO	COM	$12.4M	11564	0.42%	SOLE
30	VANGUARD WORLD FD	ESG US STK ETF	$11.9M	98416	0.40%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$11.6M	292990	0.39%	SOLE
32	VANGUARD WORLD FD	ESG US CORP BD	$11.1M	174160	0.37%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.4M	16547	0.35%	SOLE
34	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$10.3M	474479	0.35%	SOLE
35	INNOVATOR ETFS TRUST	US EQTY PWR BF	$10.0M	230267	0.34%	SOLE
36	ISHARES TR	SHRT NAT MUN ETF	$9.8M	91727	0.33%	SOLE
37	BROADCOM INC	COM	$9.7M	27934	0.33%	SOLE
38	EXXON MOBIL CORP	COM	$9.7M	80200	0.33%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$9.6M	220145	0.33%	SOLE
40	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$9.6M	501452	0.32%	SOLE
41	CISCO SYS INC	COM	$9.4M	121962	0.32%	SOLE
42	AUTODESK INC	COM	$9.1M	30765	0.31%	SOLE
43	VANGUARD WORLD FD	ESG INTL STK ETF	$8.6M	120539	0.29%	SOLE
44	VANGUARD INDEX FDS	LARGE CAP ETF	$8.2M	26185	0.28%	SOLE
45	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.8M	183650	0.26%	SOLE
46	MCDONALDS CORP	COM	$7.8M	25382	0.26%	SOLE
47	ABBVIE INC	COM	$7.7M	33628	0.26%	SOLE
48	INNOVATOR ETFS TRUST	INNOVATOR INTL D	$7.5M	256618	0.25%	SOLE
49	INNOVATOR ETFS TRUST	INTERNATIONAL DV	$7.5M	214847	0.25%	SOLE
50	INNOVATOR ETFS TRUST	INNOVATOR INTER	$7.5M	229604	0.25%	SOLE

1–50 of 2,610

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