Darwin D. Johnson
Sageguard Financial Group, Llc
Assets Managed
$646.254M
Holdings
196
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
2.86%(2Q avg: 4880.21%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Sageguard Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 196 positions.
Assets under management
The assets under management (AUM) of Sageguard Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 646.254M in assets, with a quarterly growth rate of 2.86% and a 2-quarter average growth rate of 4880.21%. The portfolio is managed by Darwin D. Johnson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 5.61% | $36.231M 142,762 shares@ $253.79 avg price | Decreased -1.55% |
WMT Walmart Inc
| 3.76% | $24.239M 195,038 shares@ $124.29 avg price | Decreased -5.08% |
NVDA Nvidia Corp
| 3.45% | $22.247M 127,564 shares@ $174.4 avg price | Decreased -9.37% |
JEPQ Jpm Nasdaq Equity Premium
| 3.03% | $19.569M 352,467 shares@ $55.53 avg price | Decreased -3.77% |
AMZN Amazon.com Inc
| 3.02% | $19.495M 93,606 shares@ $208.27 avg price | Decreased -3.45% |
MSFT Microsoft Corp
| 2.88% | $18.602M 50,253 shares@ $370.17 avg price | Decreased -5.71% |
BRK.B Berkshire Hathaway Inc-cl B
| 2.77% | $17.88M 37,312 shares@ $479.2 avg price | Decreased -5.33% |
KO Coca-cola Co The
| 2.49% | $16.085M 211,501 shares@ $76.05 avg price | Decreased -13.41% |
GLD Spdr Gold Shares
| 2.4% | $15.484M 35,985 shares@ $430.3 avg price | Decreased -28.93% |
COST Costco Wholesale Corp
| 2.37% | $15.291M 15,346 shares@ $996.45 avg price | Decreased -1.36% |
1-10 of 196