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John Sion

Sage Financial Group Inc

Assets Managed
$1.805B
Holdings
110
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.45%(2Q avg: 9.59%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Financial Group Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Sage Financial Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.805B in assets, with a quarterly growth rate of 17.45% and a 2-quarter average growth rate of 9.59%. The portfolio is managed by John Sion, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.46%
37.5%
$676.95M
23.002M shares@ $29.43 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.31%
6.36%
$114.755M
1.488M shares@ $77.12 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.73%
5.12%
$92.329M
622,538 shares@ $148.31 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 10.07%
4.81%
$86.736M
407,650 shares@ $212.77 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 5.01%
4.33%
$77.996M
1.307M shares@ $59.69 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.07%
4.23%
$76.235M
349,814 shares@ $217.94 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 486.02%
3.91%
$70.454M
817,902 shares@ $86.14 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 3.76%
3.49%
$62.993M
752,152 shares@ $83.76 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.29%
3.1%
$55.825M
81,282 shares@ $686.81 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 2.12%
2.06%
$37.062M
1.005M shares@ $36.88 avg price

1-10 of 110