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David K Kruft

Sageworth Trust Co

Assets Managed
$2.326B
Holdings
172
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-0.35%(2Q avg: 4.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sageworth Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 172 positions.

Assets under management

The assets under management (AUM) of Sageworth Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.326B in assets, with a quarterly growth rate of -0.35% and a 2-quarter average growth rate of 4.21%. The portfolio is managed by David K Kruft, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.26%
15.52%
$360.897M
1.125M shares@ $320.82 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -5.75%
13.11%
$304.769M
3.952M shares@ $77.12 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 8.04%
10.35%
$240.745M
402,887 shares@ $597.56 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Increased 0.01%
10.3%
$239.374M
1.73M shares@ $138.37 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.55%
8.69%
$202.119M
4.48M shares@ $45.13 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.23%
6.4%
$148.796M
228,797 shares@ $650.35 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -0.1%
4.93%
$114.677M
3.228M shares@ $35.53 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Decreased -0.8%
4.16%
$96.701M
1.412M shares@ $68.47 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -0.85%
3.43%
$79.57M
575,257 shares@ $138.32 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 31.31%
2.98%
$69.192M
1.08M shares@ $64.08 avg price

1-10 of 172