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Asset Manager ← All Institutions

SageView Advisory Group, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$2.9B
+1.7%
Holdings
2,523
+1,874
New Purchases
1,897
Added To
169
Closed
6
Reduced
419
Top 10 Concentration
55.0%
Turnover
75.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VONV 9.32% 8.58% +0.75% $273M
AGG 12.37% 11.68% +0.68% $362M
DDFD 0.33% 0.00% +0.33% $10M
IAGG 3.71% 3.55% +0.16% $109M
GOOGL 0.63% 0.47% +0.16% $18M
EJAN 0.13% 0.00% +0.13% $4M
VXF 4.64% 4.51% +0.13% $136M
KOCT 0.19% 0.06% +0.12% $5M
LLY 0.42% 0.32% +0.10% $12M
REET 2.80% 2.70% +0.10% $82M
EZU 0.08% 0.00% +0.08% $2M
IJH 0.48% 0.40% +0.08% $14M
XOM 0.33% 0.26% +0.07% $10M
PSEP 0.33% 0.26% +0.07% $10M
PAUG 0.34% 0.27% +0.07% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHE 3.76% 4.30% -0.54% $110M
VONG 8.44% 8.82% -0.38% $247M
SCHF 5.43% 5.81% -0.38% $159M
SCHC 2.73% 3.03% -0.30% $80M
VOO 0.35% 0.63% -0.27% $10M
PJUL 0.02% 0.29% -0.27% $644K
PDEC 0.00% 0.27% -0.26% $146K
ARDT 0.19% 0.36% -0.17% $6M
MSFT 1.10% 1.26% -0.16% $32M
META 0.48% 0.61% -0.13% $14M
HYD 0.02% 0.14% -0.12% $571K
SPY 0.25% 0.36% -0.11% $7M
HD 0.25% 0.36% -0.11% $7M
EAPR 0.00% 0.11% -0.11% $101K
BND 0.25% 0.32% -0.07% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $476M 16.3%
Large Cap 998 $2.0B 68.0%
Mid Cap 840 $318M 10.9%
Small Cap 425 $87M 3.0%
Micro Cap 181 $56M 1.9%

Portfolio Analytics

Avg Market Cap
$43.5B
Median Market Cap
$7.2B
Avg P/E
32.5
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
1,809
# ETFs / Funds
714

Top Holdings (2,523 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AGG 12.37% 3,623,752 $362M $99.88 $26M +268,605 +8.0%
2 VONV 9.32% 2,955,832 $273M $92.30 $26M +193,595 +7.0%
3 VONG 8.44% 2,027,559 $247M $121.75 -$7M -79,459 -3.8%
4 SCHF 5.43% 6,611,853 $159M $24.04 -$8M -576,825 -8.0%
5 VXF 4.64% 648,820 $136M $209.12 $6M +28,661 +4.6%
6 SCHE 3.76% 3,358,935 $110M $32.75 -$14M -351,347 -9.5%
7 IAGG 3.71% 2,170,574 $109M $50.01 $6M +177,108 +8.9%
8 REET 2.80% 3,284,630 $82M $24.95 $4M +246,331 +8.1%
9 SCHC 2.73% 1,754,109 $80M $45.53 -$7M -161,147 -8.4%
10 AAPL 1.77% 190,817 $52M $271.86 $780K -9,848 -4.9%
11 SPHY 1.17% 1,442,659 $34M $23.67 $2M +100,667 +7.5%
12 MUB 1.11% 301,950 $32M $107.11 -$1M -11,448 -3.6%
13 MSFT 1.10% 66,606 $32M $483.62 -$4M -3,438 -4.9%
14 NVDA 1.02% 159,712 $30M $186.50 -$355K -1,833 -1.1%
15 IVV 0.99% 42,407 $29M $684.94 -$196K -1,284 -2.9%
16 EMB 0.87% 264,493 $25M $96.28 $2M +14,034 +5.6%
17 VTI 0.64% 55,999 $19M $335.27 $424K +82 +0.1%
18 TCAF 0.63% 485,896 $19M $38.22 -$213K -12,358 -2.5%
19 GOOGL 0.63% 58,621 $18M $313.00 $5M +3,106 +5.6%
20 IEFA 0.56% 184,674 $17M $89.46 $991K +6,806 +3.8%
21 AMZN 0.56% 71,391 $16M $230.82 $252K -2,510 -3.4%
22 TILT 0.56% 65,441 $16M $248.69 $230K -779 -1.2%
23 PG 0.49% 100,817 $14M $143.31 -$2M -4,006 -3.8%
24 IJH 0.48% 214,750 $14M $66.00 $3M +36,788 +20.7%
25 META 0.48% 21,429 $14M $660.09 -$3M -2,449 -10.3%
26 VTEB 0.46% 268,868 $14M $50.29 -$477K -10,716 -3.8%
27 IDEV 0.45% 160,127 $13M $82.48 $64K -3,819 -2.3%
28 JPM 0.45% 40,799 $13M $322.22 -$729K -3,191 -7.2%
29 LLY 0.42% 11,564 $12M $1,074.70 $3M -568 -4.7%
30 ESGV 0.41% 98,416 $12M $120.96 $276K +239 +0.2%
31 DFAC 0.40% 292,990 $12M $39.59 -$2K -7,795 -2.6%
32 VCEB 0.38% 174,160 $11M $63.63 $65K +2,562 +1.5%
33 VOO 0.35% 16,547 $10M $627.14 -$8M -12,892 -43.8%
34 PAUG 0.34% 230,267 $10M $43.25 $2M +44,127 +23.7%
35 SUB 0.33% 91,727 $10M $106.70 $1M +12,133 +15.2%
36 AVGO 0.33% 27,934 $10M $346.10 -$147K -1,818 -6.1%
37 XOM 0.33% 80,200 $10M $120.34 $2M +13,158 +19.6%
38 PSEP 0.33% 220,145 $10M $43.72 $2M +43,891 +24.9%
39 DDFD 0.33% 501,452 $10M $19.15 +501,452 NEW
40 CSCO 0.32% 121,962 $9M $77.03 $1M +3,711 +3.1%
41 ADSK 0.31% 30,765 $9M $296.01 -$654K +39 +0.1%
42 VSGX 0.30% 120,539 $9M $71.62 $253K -268 -0.2%
43 VV 0.28% 26,185 $8M $314.79 -$1M -4,874 -15.7%
44 DFCF 0.27% 183,650 $8M $42.56 $272K +7,225 +4.1%
45 MCD 0.27% 25,382 $8M $305.62 $413K +1,214 +5.0%
46 ABBV 0.26% 33,628 $8M $228.49 -$723K -2,679 -7.4%
47 IJUN 0.26% 256,618 $7M $29.22 $2M +50,547 +24.5%
48 IOCT 0.26% 214,847 $7M $34.86 $2M +42,062 +24.3%
49 ISEP 0.26% 229,604 $7M $32.59 $2M +45,516 +24.7%
50 HD 0.25% 21,666 $7M $344.11 -$3M -4,049 -15.8%
51 TSLA 0.25% 16,205 $7M $449.70 $527K +1,003 +6.6%
52 SPY 0.25% 10,682 $7M $681.92 -$3M -4,907 -31.5%
53 BND 0.25% 97,575 $7M $74.07 -$2M -26,466 -21.3%
54 IEMG 0.24% 104,091 $7M $67.22 $933K +12,101 +13.2%
55 USMV 0.23% 73,022 $7M $94.16 -$327K -2,687 -3.5%
56 PM 0.23% 42,195 $7M $160.41 -$246K -1,052 -2.4%
57 BRK-B 0.22% 12,986 $7M $502.63 -$138K -272 -2.0%
58 V 0.22% 18,403 $6M $350.71 -$222K -1,154 -5.9%
59 IWL 0.22% 37,099 $6M $170.63 $31K -827 -2.2%
60 TLTD 0.21% 67,406 $6M $92.73 $213K -632 -0.9%
61 JNJ 0.21% 29,130 $6M $206.95 $436K -1,034 -3.4%
62 VXUS 0.20% 78,362 $6M $75.44 -$502K -8,943 -10.2%
63 IUSB 0.20% 123,487 $6M $46.54 -$59K -814 -0.7%
64 CSWI 0.20% 19,457 $6M $293.53 -$241K -5,064 -20.6%
65 ARDT 0.19% 640,596 $6M $8.83 -$5M -150,067 -19.0%
66 KOCT 0.19% 163,041 $5M $33.67 $4M +108,212 +197.4%
67 SRE 0.18% 61,097 $5M $88.29 -$124K -233 -0.4%
68 VB 0.18% 20,884 $5M $257.95 -$544K -2,443 -10.5%
69 IWR 0.18% 55,758 $5M $96.27 $346K +3,741 +7.2%
70 SCHX 0.18% 197,838 $5M $26.91 -$29K -5,381 -2.6%
71 IJR 0.18% 43,330 $5M $120.18 $603K +4,582 +11.8%
72 DSI 0.17% 39,483 $5M $128.83 -$38K -1,206 -3.0%
73 QUAL 0.17% 24,908 $5M $198.62 $80K -115 -0.5%
74 WMT 0.17% 44,400 $5M $111.41 $223K -1,438 -3.1%
75 GOOG 0.16% 15,142 $5M $313.80 $1M +1,088 +7.7%
76 VUG 0.16% 9,606 $5M $487.84 -$139K -454 -4.5%
77 VWOB 0.16% 69,491 $5M $67.43 -$297K -4,990 -6.7%
78 CVX 0.16% 30,328 $5M $152.41 -$1M -6,576 -17.8%
79 SHYG 0.16% 107,576 $5M $42.87 -$14K +747 +0.7%
80 QQQ 0.15% 7,374 $5M $614.23 $34K -115 -1.5%
81 EAGG 0.15% 93,593 $4M $47.85 $139K +3,240 +3.6%
82 BSV 0.15% 56,507 $4M $78.81 $16K +270 +0.5%
83 VEA 0.15% 71,264 $4M $62.47 -$5K -3,120 -4.2%
84 MRK 0.15% 41,579 $4M $105.26 $541K -4,117 -9.0%
85 IGIB 0.15% 79,764 $4M $53.88 -$1K +291 +0.4%
86 BAC 0.14% 76,425 $4M $55.00 -$333K -11,504 -13.1%
87 KO 0.14% 59,834 $4M $69.91 $1M +13,946 +30.4%
88 SUSA 0.14% 29,897 $4M $139.35 $43K -501 -1.6%
89 VCIT 0.14% 48,987 $4M $83.75 -$41K -282 -0.6%
90 TXN 0.14% 23,583 $4M $173.49 -$401K -871 -3.6%
91 SCHZ 0.14% 170,763 $4M $23.37 -$486K -19,992 -10.5%
92 COST 0.14% 4,607 $4M $862.35 -$720K -463 -9.1%
93 GSIE 0.13% 89,328 $4M $42.94 $26K -3,353 -3.6%
94 EOCT 0.13% 120,126 $4M $31.66 $740K +21,585 +21.9%
95 EJAN 0.13% 111,525 $4M $33.79 +111,525 NEW
96 VYM 0.13% 26,026 $4M $143.52 -$780K -6,007 -18.8%
97 DFIC 0.13% 108,130 $4M $34.46 $743 -5,484 -4.8%
98 UNH 0.13% 11,218 $4M $330.13 -$459K -835 -6.9%
99 HYG 0.13% 45,478 $4M $80.63 -$18K +88 +0.2%
100 GE 0.13% 11,903 $4M $308.05 -$521K -2,018 -14.5%

New Positions

SymbolValue% Port
DDFD $10M 0.33%
EJAN $4M 0.13%
EZU $2M 0.08%
EWJ $1M 0.05%
FMAT $1M 0.04%
EWC $808K 0.03%
EWU $748K 0.03%
AKRE $721K 0.02%
FHLC $660K 0.02%
EPP $626K 0.02%
LITE $527K 0.02%
CSRE $453K 0.02%
CGIE $331K 0.01%
FIX $289K 0.01%
TAYD $278K 0.01%

Sold Out Positions

SymbolValue% Port
UL —%
BCAL —%
IMAR —%
BSEP —%
BJUN —%
IPG —%
View SEC EDGAR Filings for SageView Advisory Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms