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William Cantus

Pacific Sage Partners, Llc

Assets Managed
$635.627M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
0.73%(2Q avg: 3.13%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Sage Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Pacific Sage Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 635.627M in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 3.13%. The portfolio is managed by William Cantus, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 9.65%
13.64%
$86.687M
3.48M shares@ $24.92 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.2%
10.99%
$69.855M
188,710 shares@ $370.17 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 9.93%
9.59%
$60.921M
1.173M shares@ $51.93 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.13%
6.52%
$41.414M
1.673M shares@ $24.76 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 10.29%
5.9%
$37.488M
750,511 shares@ $49.95 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 9.43%
5.87%
$37.304M
637,238 shares@ $58.55 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 2%
5.22%
$33.122M
155,015 shares@ $213.68 avg price
SSUS
Day Hagan Ned Davis Research
Recent Activity
Increased 5.96%
2.87%
$18.193M
389,686 shares@ $46.69 avg price
SLDR
Global X Short-term Tl Etf
Recent Activity
Increased 8.6%
2.71%
$17.212M
344,074 shares@ $50.03 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 14.62%
2.41%
$15.29M
153,758 shares@ $99.45 avg price

1-10 of 121