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Christy Fabian

Sage Private Wealth Group, Llc

Assets Managed
$198.689M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
2mo 12d ago
Growth Rate
6.83%(2Q avg: 5.14%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Private Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Sage Private Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 198.689M in assets, with a quarterly growth rate of 6.83% and a 2-quarter average growth rate of 5.14%. The portfolio is managed by Christy Fabian, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AIRR
First Trust Rba American Ind
Recent Activity
Decreased -0.33%
11.01%
$21.862M
197,355 shares@ $110.78 avg price
FDT
First Trust Develp Mkt Ex-us
Recent Activity
Increased 20.63%
9.45%
$18.774M
215,975 shares@ $86.93 avg price
CGDV
Cap Group Dividend Value
Recent Activity
New Position
9.02%
$17.92M
421,281 shares@ $42.54 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 0.35%
8.3%
$16.485M
186,995 shares@ $88.16 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Decreased -0.21%
8.24%
$16.367M
685,715 shares@ $23.87 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -4.75%
7.73%
$15.35M
165,617 shares@ $92.69 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 0.29%
7.52%
$14.938M
495,467 shares@ $30.16 avg price
NLR
Vaneck Urani & Nuclr Etf-usd
Recent Activity
Increased 9.64%
6.36%
$12.632M
94,845 shares@ $133.19 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 143.76%
4.54%
$9.011M
51,666 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.85%
2.12%
$4.212M
16,596 shares@ $253.8 avg price

1-10 of 97