ETF Holders

SageView Advisory Group, LLC ETF holdings

Newport Beach, CA

Reported $2.5B in 282 ETFs in its Form 13F for June 30, 2026.

ETF value
$2.5B
ETFs held
282
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
82.2%
of $3.1B

Top 10 of 282 ETF holdings

TickerFundValueSharesChange
AGGiShares Core U.S. Aggregate Bond ETF$349.7M3,533,005New position
VONVVanguard Russell 1000 Value ETF$293.9M2,764,707New position
VONGVanguard Russell 1000 Growth ETF$246.9M1,931,426New position
SCHFSchwab International Equity ETF$173.3M6,255,699New position
VXFVanguard Extended Market ETF$157.2M638,507New position
SCHESchwab Emerging Markets Equity ETF$114.9M3,169,433New position
IAGGiShares Core International Aggregate Bond ETF$102.4M2,023,152New position
REETiShares Global REIT ETF$89.5M3,241,966New position
SCHCSchwab International Small-Cap Equity ETF$82.0M1,703,083New position
IVViShares Core S&P 500 ETF$70.1M93,564New position
272 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001914558. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does SageView Advisory Group, LLC own?

SageView Advisory Group, LLC reported 282 ETF positions worth $2.5B in its Form 13F for June 30, 2026. The largest was AGG, at $349.7M.

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.