Sage Investment Advisers LLC ETF holdings
Wappingers Falls, NY
Reported $86.9M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$86.9M
ETFs held
36
Change from prior quarter
+10.2%
With price moves
ETFs as a share of its 13F
58.5%
of $148.7M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $21.3M | 30,994 | +1,146 shares |
| IAU | iShares Gold Trust | $7.2M | 94,734 | +14,029 shares |
| VXUS | Vanguard Total International Stock ETF | $5.9M | 69,056 | +6,928 shares |
| BSV | Vanguard Short-Term Bond ETF | $5.2M | 66,468 | +16,925 shares |
| BND | Vanguard Total Bond Market ETF | $4.2M | 57,207 | +1,401 shares |
| IVE | iShares S&P 500 Value ETF | $4.1M | 18,244 | +699 shares |
| QQQ | Invesco QQQ Trust | $3.7M | 5,046 | −613 shares |
| GLD | SPDR Gold Shares | $3.4M | 9,334 | +401 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $3.4M | 31,048 | −5,291 shares |
| IVW | iShares S&P 500 Growth ETF | $3.3M | 24,338 | −2,749 shares |
26 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) 0001925418. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sage Investment Advisers LLC own?
Sage Investment Advisers LLC reported 36 ETF positions worth $86.9M in its Form 13F for June 30, 2026. The largest was VOO, at $21.3M.
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.