Sage Financial Management Group, Inc. - Q42025 Holdings

Sage Financial Management Group, Inc. holds 58 stocks with a total portfolio value of $ 327.39M as of Q42025. In Q42025, Sage Financial Management Group, Inc. added 2 new positions, increased stakes in 20 stocks, reduced 17 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 15.74% of the total portfolio.