Sage Financial Management Group, Inc. - Q22026 Holdings

Sage Financial Management Group, Inc. holds 61 stocks with a total portfolio value of $ 363.96M as of Q22026. In Q22026, Sage Financial Management Group, Inc. added 5 new positions, increased stakes in 21 stocks, reduced 18 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 15.16% of the total portfolio.