Sage Financial Management Group, Inc. ETF holdings
Mclean, VA
Reported $354.2M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$354.2M
ETFs held
47
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
97.3%
of $364.0M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $55.2M | 73,702 | −987 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $54.6M | 711,661 | +41,167 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $37.3M | 445,596 | +4,471 shares |
| BSV | Vanguard Short-Term Bond ETF | $32.6M | 418,585 | +40,900 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $28.0M | 950,604 | −2,224 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $13.8M | 116,088 | −1,298 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $11.6M | 146,637 | +8,238 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $11.5M | 148,731 | +719 shares |
| EFA | iShares MSCI EAFE ETF | $11.0M | 106,104 | −1,070 shares |
| SCHF | Schwab International Equity ETF | $10.8M | 388,571 | −571 shares |
37 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) 0001762086. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sage Financial Management Group, Inc. own?
Sage Financial Management Group, Inc. reported 47 ETF positions worth $354.2M in its Form 13F for June 30, 2026. The largest was IVV, at $55.2M.
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.