Sage Investment Advisers LLC
CIK: 0001925418SEC EDGAR →
Portfolio Value
$133.4M
Holdings
86
As of
Q4 2025
New Positions
86
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 29,334 | $18.4M | 13.79% |
| 2 | ISHARES GOLD TR | 77,830 | $6.3M | 4.74% |
| 3 | VISA INC | 16,228 | $5.7M | 4.27% |
| 4 | INTERNATIONAL BUSINESS MACHS | 13,846 | $4.1M | 3.07% |
| 5 | JPMORGAN CHASE & CO. | 12,349 | $4.0M | 2.98% |
| 6 | ISHARES TR | 18,715 | $4.0M | 2.97% |
| 7 | ISHARES TR | 33,991 | $3.7M | 2.81% |
| 8 | VANGUARD BD INDEX FDS | 47,242 | $3.7M | 2.79% |
| 9 | VANGUARD BD INDEX FDS | 49,609 | $3.7M | 2.75% |
| 10 | CHEVRON CORP NEW | 23,973 | $3.7M | 2.74% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $71.8M | 53.8% |
| Unknown | 6 | $16.8M | 12.6% |
| Technology | 10 | $12.3M | 9.2% |
| Industrials | 12 | $12.3M | 9.2% |
| Communication Services | 6 | $7.7M | 5.8% |
| Energy | 2 | $3.9M | 2.9% |
| Basic Materials | 2 | $2.6M | 1.9% |
| Healthcare | 3 | $1.9M | 1.4% |
| Consumer Cyclical | 6 | $1.8M | 1.3% |
| Consumer Defensive | 4 | $1.4M | 1.1% |
| Real Estate | 2 | $812K | 0.6% |