SageView Advisory Group, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.9B
Holdings
643
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (643 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGGISHARES TR | 3,355,147 | $336.4M | 11.61% | |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 2,107,018 | $253.9M | 8.76% | |
| 3 | VONVVANGUARD SCOTTSDALE FDS | 2,762,237 | $246.9M | 8.52% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 7,188,678 | $167.4M | 5.77% | |
| 5 | VXFVANGUARD INDEX FDS | 620,159 | $129.8M | 4.48% | |
| 6 | SCHESCHWAB STRATEGIC TR | 3,710,282 | $123.8M | 4.27% | |
| 7 | IAGGISHARES TR | 1,993,466 | $102.1M | 3.52% | |
| 8 | SCHCSCHWAB STRATEGIC TR | 1,915,256 | $87.2M | 3.01% | |
| 9 | REETISHARES TR | 3,038,299 | $77.7M | 2.68% | |
| 10 | AAPLAPPLE INC | 200,665 | $51.1M | 1.76% | |
| 11 | MSFTMICROSOFT CORP | 70,044 | $36.3M | 1.25% | |
| 12 | MUBISHARES TR | 313,398 | $33.4M | 1.15% | |
| 13 | SPHYSPDR SERIES TRUST | 1,341,992 | $32.1M | 1.11% | |
| 14 | NVDANVIDIA CORPORATION | 161,545 | $30.1M | 1.04% | |
| 15 | IVVISHARES TR | 43,691 | $29.2M | 1.01% | |
| 16 | EMBISHARES TR | 250,459 | $23.8M | 0.82% | |
| 17 | TCAFT ROWE PRICE ETF INC | 498,254 | $18.8M | 0.65% | |
| 18 | VTIVANGUARD INDEX FDS | 55,917 | $18.4M | 0.63% | |
| 19 | VOOVANGUARD INDEX FDS | 29,439 | $18.0M | 0.62% | |
| 20 | METAMETA PLATFORMS INC | 23,878 | $17.5M | 0.61% | |
| 21 | AMZNAMAZON COM INC | 73,901 | $16.2M | 0.56% | |
| 22 | PGPROCTER AND GAMBLE CO | 104,823 | $16.1M | 0.56% | |
| 23 | TILTFLEXSHARES TR | 66,220 | $16.0M | 0.55% | |
| 24 | AQLTISHARES TR | 177,868 | $15.5M | 0.54% | |
| 25 | VTEBVANGUARD MUN BD FDS | 279,584 | $14.0M | 0.48% | |
| 26 | JPMJPMORGAN CHASE & CO. | 43,990 | $13.9M | 0.48% | |
| 27 | GOOGLALPHABET INC | 55,515 | $13.5M | 0.47% | |
| 28 | IDEVISHARES TR | 163,946 | $13.1M | 0.45% | |
| 29 | ESGVVANGUARD WORLD FD | 98,177 | $11.6M | 0.40% | |
| 30 | IJHISHARES TR | 177,962 | $11.6M | 0.40% | |
| 31 | DFACDIMENSIONAL ETF TRUST | 300,785 | $11.6M | 0.40% | |
| 32 | VCEBVANGUARD WORLD FD | 171,598 | $11.0M | 0.38% | |
| 33 | ARDTARDENT HEALTH INC | 790,663 | $10.5M | 0.36% | |
| 34 | HDHOME DEPOT INC | 25,715 | $10.4M | 0.36% | |
| 35 | SPYSPDR S&P 500 ETF TR | 15,589 | $10.4M | 0.36% | |
| 36 | AVGOBROADCOM INC | 29,752 | $9.8M | 0.34% | |
| 37 | ADSKAUTODESK INC | 30,726 | $9.8M | 0.34% | |
| 38 | VVVANGUARD INDEX FDS | 31,059 | $9.6M | 0.33% | |
| 39 | LLYELI LILLY & CO | 12,132 | $9.3M | 0.32% | |
| 40 | BNDVANGUARD BD INDEX FDS | 124,041 | $9.2M | 0.32% | |
| 41 | SUBISHARES TR | 79,594 | $8.5M | 0.29% | |
| 42 | ABBVABBVIE INC | 36,307 | $8.4M | 0.29% | |
| 43 | VSGXVANGUARD WORLD FD | 120,807 | $8.4M | 0.29% | |
| 44 | PJULINNOVATOR ETFS TRUST | 181,869 | $8.3M | 0.29% | |
| 45 | CSCOCISCO SYS INC | 118,251 | $8.1M | 0.28% | |
| 46 | PAUGINNOVATOR ETFS TRUST | 186,140 | $7.9M | 0.27% | |
| 47 | PDECINNOVATOR ETFS TRUST | 184,449 | $7.8M | 0.27% | |
| 48 | PSEPINNOVATOR ETFS TRUST | 176,254 | $7.6M | 0.26% | |
| 49 | XOMEXXON MOBIL CORP | 67,042 | $7.6M | 0.26% | |
| 50 | DFCFDIMENSIONAL ETF TRUST | 176,425 | $7.5M | 0.26% | |
| 51 | MCDMCDONALDS CORP | 24,168 | $7.3M | 0.25% | |
| 52 | USMVISHARES TR | 75,709 | $7.2M | 0.25% | |
| 53 | 4I1PHILIP MORRIS INTL INC | 43,247 | $7.0M | 0.24% | |
| 54 | TSLATESLA INC | 15,202 | $6.8M | 0.23% | |
| 55 | VVISA INC | 19,557 | $6.7M | 0.23% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,258 | $6.7M | 0.23% | |
| 57 | VXUSVANGUARD STAR FDS | 87,305 | $6.4M | 0.22% | |
| 58 | AQLTISHARES TR | 37,926 | $6.3M | 0.22% | |
| 59 | IEMGISHARES INC | 91,990 | $6.1M | 0.21% | |
| 60 | TLTDFLEXSHARES TR | 68,038 | $6.0M | 0.21% | |
| 61 | CSWCSW INDUSTRIALS INC | 24,521 | $6.0M | 0.21% | |
| 62 | VBVANGUARD INDEX FDS | 23,327 | $5.9M | 0.20% | |
| 63 | IOCTINNOVATOR ETFS TRUST | 172,785 | $5.9M | 0.20% | |
| 64 | ISEPINNOVATOR ETFS TRUST | 184,088 | $5.9M | 0.20% | |
| 65 | IJUNINNOVATOR ETFS TRUST | 206,071 | $5.9M | 0.20% | |
| 66 | IUSBISHARES TR | 124,301 | $5.8M | 0.20% | |
| 67 | CVXCHEVRON CORP NEW | 36,904 | $5.7M | 0.20% | |
| 68 | JNJJOHNSON & JOHNSON | 30,164 | $5.6M | 0.19% | |
| 69 | SRESEMPRA | 61,330 | $5.5M | 0.19% | |
| 70 | SCHXSCHWAB STRATEGIC TR | 203,219 | $5.4M | 0.18% | |
| 71 | DSIISHARES TR | 40,689 | $5.1M | 0.18% | |
| 72 | ORCLORACLE CORP | 18,159 | $5.1M | 0.18% | |
| 73 | NFLXNETFLIX INC | 4,253 | $5.1M | 0.18% | |
| 74 | IWRISHARES TR | 52,017 | $5.0M | 0.17% | |
| 75 | VWOBVANGUARD WHITEHALL FDS | 74,481 | $5.0M | 0.17% | |
| 76 | QUALISHARES TR | 25,023 | $4.9M | 0.17% | |
| 77 | VUGVANGUARD INDEX FDS | 10,060 | $4.8M | 0.17% | |
| 78 | WMTWALMART INC | 45,838 | $4.7M | 0.16% | |
| 79 | COSTCOSTCO WHSL CORP NEW | 5,070 | $4.7M | 0.16% | |
| 80 | SHYGISHARES TR | 106,829 | $4.6M | 0.16% | |
| 81 | IJRISHARES TR | 38,748 | $4.6M | 0.16% | |
| 82 | BACBANK AMERICA CORP | 87,929 | $4.5M | 0.16% | |
| 83 | VYMVANGUARD WHITEHALL FDS | 32,033 | $4.5M | 0.16% | |
| 84 | NDQINVESCO QQQ TR | 7,489 | $4.5M | 0.16% | |
| 85 | TXNTEXAS INSTRS INC | 24,454 | $4.5M | 0.15% | |
| 86 | SCHZSCHWAB STRATEGIC TR | 190,755 | $4.5M | 0.15% | |
| 87 | VEAVANGUARD TAX-MANAGED FDS | 74,384 | $4.5M | 0.15% | |
| 88 | BSVVANGUARD BD INDEX FDS | 56,237 | $4.4M | 0.15% | |
| 89 | EAGGISHARES TR | 90,353 | $4.3M | 0.15% | |
| 90 | KDECINNOVATOR ETFS TRUST | 169,223 | $4.3M | 0.15% | |
| 91 | IGIBISHARES TR | 79,473 | $4.3M | 0.15% | |
| 92 | KAUGINNOVATOR ETFS TRUST | 163,857 | $4.3M | 0.15% | |
| 93 | PEPPEPSICO INC | 29,841 | $4.2M | 0.14% | |
| 94 | GEGE AEROSPACE | 13,921 | $4.2M | 0.14% | |
| 95 | UNHUNITEDHEALTH GROUP INC | 12,053 | $4.2M | 0.14% | |
| 96 | VCITVANGUARD SCOTTSDALE FDS | 49,269 | $4.1M | 0.14% | |
| 97 | SUSAISHARES TR | 30,398 | $4.1M | 0.14% | |
| 98 | HYDVANECK ETF TRUST | 78,818 | $4.0M | 0.14% | |
| 99 | TTTRANE TECHNOLOGIES PLC | 9,467 | $4.0M | 0.14% | |
| 100 | EMXCISHARES INC | 58,473 | $3.9M | 0.14% |
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