Sage Financial Group Inc. ETF holdings
W. Conshohocken, PA
Reported $1.8B in 107 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.8B
ETFs held
107
Change from prior quarter
+15.5%
With price moves
ETFs as a share of its 13F
98.3%
of $1.8B
Top 10 of 107 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $677.0M | 23,002,052 | −106,449 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $114.8M | 1,488,196 | +33,580 shares |
| IJR | iShares Core S&P Small-Cap ETF | $92.3M | 622,538 | +16,515 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $86.7M | 407,650 | +37,263 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $78.0M | 1,306,682 | +62,247 shares |
| VTV | Vanguard Morningstar Value ETF | $76.2M | 349,814 | −3,814 shares |
| VUG | Vanguard Morningstar Growth ETF | $70.5M | 817,902 | +678,331 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $63.0M | 752,152 | +27,245 shares |
| VOO | Vanguard S&P 500 ETF | $55.8M | 81,282 | −239 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $37.1M | 1,005,202 | +20,799 shares |
97 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) 0000882119. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sage Financial Group Inc. own?
Sage Financial Group Inc. reported 107 ETF positions worth $1.8B in its Form 13F for June 30, 2026. The largest was SCHX, at $677.0M.
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.