Sage Financial Management Group, Inc. - Q12026 Holdings

Sage Financial Management Group, Inc. holds 57 stocks with a total portfolio value of $ 325.36M as of Q12026. In Q12026, Sage Financial Management Group, Inc. added 1 new position, increased stakes in 15 stocks, reduced 25 holdings, and fully exited 2 positions. The largest holding is Vanguard Bd Index Fds (BIV), representing 15.91% of the total portfolio.