Pacific Sage Partners, LLC Q4 2025 Filing

Filed January 16, 2026

Portfolio Value

$631.0M

Holdings

121

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (121 positions)

StockValue
MSFTMICROSOFT CORP
$91.1M
SCHRSCHWAB STRATEGIC TR
$79.6M
BINCBLACKROCK ETF TRUST II
$56.3M
SCHFSCHWAB STRATEGIC TR
$39.4M
VGSHVANGUARD SCOTTSDALE FDS
$34.2M
VTIPVANGUARD MALVERN FDS
$33.7M
IWDISHARES TR
$32.0M
SSUSSTRATEGY SHS
$17.9M
SLDRGLOBAL X FDS
$15.9M
AMZNAMAZON COM INC
$14.9M
IWFISHARES TR
$13.8M
CLIPGLOBAL X FDS
$13.7M
BILSSPDR SERIES TRUST
$13.3M
SCHMSCHWAB STRATEGIC TR
$12.4M
DFASDIMENSIONAL ETF TRUST
$12.2M
CEF/USPROTT ASSET MANAGEMENT LP
$11.0M
PSLV/USPROTT ASSET MANAGEMENT LP
$10.9M
PHYS/USPROTT ASSET MANAGEMENT LP
$10.6M
DISVDIMENSIONAL ETF TRUST
$9.6M
AVXCAMERICAN CENTY ETF TR
$9.5M
AAPLAPPLE INC
$8.4M
COSTCOSTCO WHSL CORP NEW
$5.9M
NVDANVIDIA CORPORATION
$4.6M
GOOGALPHABET INC
$3.8M
ADBEADOBE INC
$3.7M
ORCLORACLE CORP
$3.3M
GOOGLALPHABET INC
$3.2M
SBUXSTARBUCKS CORP
$2.8M
TSLATESLA INC
$2.8M
PANWPALO ALTO NETWORKS INC
$2.4M
AMATAPPLIED MATLS INC
$2.3M
HDHOME DEPOT INC
$2.0M
DEDEERE & CO
$2.0M
AMGNAMGEN INC
$1.9M
BABOEING CO
$1.9M
FFIVF5 INC
$1.8M
PGRPROGRESSIVE CORP
$1.7M
SFBCSOUND FINL BANCORP INC
$1.6M
GQ9SPDR GOLD TR
$1.5M
VVISA INC
$1.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.5M
LLYELI LILLY & CO
$1.4M
NFLXNETFLIX INC
$1.4M
WMTWALMART INC
$1.3M
CSCOCISCO SYS INC
$1.2M
METAMETA PLATFORMS INC
$1.2M
XOMEXXON MOBIL CORP
$1.1M
AFRMAFFIRM HLDGS INC
$1.0M
CVXCHEVRON CORP NEW
$955K
VEAVANGUARD TAX-MANAGED FDS
$947K
PCARPACCAR INC
$899K
JNJJOHNSON & JOHNSON
$891K
AVDVAMERICAN CENTY ETF TR
$790K
MSFTMICROSOFT CORP
$776K
CITHE CIGNA GROUP
$753K
NDQINVESCO QQQ TR
$711K
EFAISHARES TR
$648K
SPYSPDR S&P 500 ETF TR
$637K
VTVVANGUARD INDEX FDS
$631K
BACBANK AMERICA CORP
$631K
INTCINTEL CORP
$605K
SCHASCHWAB STRATEGIC TR
$582K
DISDISNEY WALT CO
$567K
PGPROCTER AND GAMBLE CO
$566K
TAT&T INC
$530K
TTTRANE TECHNOLOGIES PLC
$523K
AVGOBROADCOM INC
$487K
XCEMCOLUMBIA ETF TR II
$479K
MCDMCDONALDS CORP
$474K
CRMSALESFORCE INC
$466K
VTIVANGUARD INDEX FDS
$454K
VUGVANGUARD INDEX FDS
$450K
TMOTHERMO FISHER SCIENTIFIC INC
$449K
ABTABBOTT LABS
$441K
BBARRICK MNG CORP
$440K
VOVANGUARD INDEX FDS
$440K
NEMNEWMONT CORP
$422K
VBVANGUARD INDEX FDS
$420K
BACVERIZON COMMUNICATIONS INC
$391K
IBMINTERNATIONAL BUSINESS MACHS
$389K
PIIMPINJ INC
$380K
DHRDANAHER CORPORATION
$379K
GEGE AEROSPACE
$378K
IVEISHARES TR
$374K
UPSUNITED PARCEL SERVICE INC
$369K
JPMJPMORGAN CHASE & CO.
$361K
IJRISHARES TR
$355K
SHOPSHOPIFY INC
$343K
SLVISHARES SILVER TR
$343K
UALUNITED AIRLS HLDGS INC
$342K
UNPUNION PAC CORP
$339K
HONHONEYWELL INTL INC
$339K
TMUST-MOBILE US INC
$334K
WFCWELLS FARGO CO NEW
$325K
SCHDSCHWAB STRATEGIC TR
$310K
FDXFEDEX CORP
$307K
IVVISHARES TR
$296K
ABBVABBVIE INC
$276K
AORISHARES TR
$268K
PLTRPALANTIR TECHNOLOGIES INC
$261K
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