Sagace Wealth Management LLC ETF holdings
St. Petersburg, FL
Reported $145.2M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$145.2M
ETFs held
44
Change from prior quarter
+7.5%
With price moves
ETFs as a share of its 13F
91.8%
of $158.1M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $9.6M | 116,544 | +2,233 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $9.6M | 119,074 | +89,268 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $7.4M | 34,785 | +339 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $6.4M | 83,048 | −776 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $5.8M | 81,811 | −512 shares |
| VXUS | Vanguard Total International Stock ETF | $5.5M | 63,821 | +96 shares |
| BNDX | Vanguard Total International Bond ETF | $5.4M | 111,660 | −2,848 shares |
| VOO | Vanguard S&P 500 ETF | $5.3M | 7,748 | +177 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $4.8M | 15,823 | −497 shares |
| SCHP | Schwab U.S. TIPS ETF | $4.8M | 182,285 | −2,549 shares |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002027449. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sagace Wealth Management LLC own?
Sagace Wealth Management LLC reported 44 ETF positions worth $145.2M in its Form 13F for June 30, 2026. The largest was VCIT, at $9.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.