Sage Private Wealth Group, LLC - Q32026 Holdings

Sage Private Wealth Group, LLC holds 135 stocks with a total portfolio value of $ 297.68M as of Q32026. In Q32026, Sage Private Wealth Group, LLC added 38 new positions, increased stakes in 60 stocks, reduced 28 holdings, and fully exited 3 positions. The largest holding is First Tr Exch Trd Alphdx Fd (FDT), representing 7.74% of the total portfolio.