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 |
|---|---|---|---|---|---|
| 101 | MRKMERCK & CO INC | 45,696 | $3.8M | 0.13% | |
| 102 | GSIEGOLDMAN SACHS ETF TR | 92,681 | $3.8M | 0.13% | |
| 103 | VTVVANGUARD INDEX FDS | 20,353 | $3.8M | 0.13% | |
| 104 | VIGVANGUARD SPECIALIZED FUNDS | 17,377 | $3.7M | 0.13% | |
| 105 | DFICDIMENSIONAL ETF TRUST | 113,614 | $3.7M | 0.13% | |
| 106 | PWRQUANTA SVCS INC | 8,979 | $3.7M | 0.13% | |
| 107 | HYGISHARES TR | 45,390 | $3.7M | 0.13% | |
| 108 | VOTVANGUARD INDEX FDS | 11,756 | $3.5M | 0.12% | |
| 109 | ABTABBOTT LABS | 25,774 | $3.5M | 0.12% | |
| 110 | DDOMINION ENERGY INC | 56,167 | $3.4M | 0.12% | |
| 111 | GOOGALPHABET INC | 14,054 | $3.4M | 0.12% | |
| 112 | MAMASTERCARD INCORPORATED | 5,983 | $3.4M | 0.12% | |
| 113 | ESGDISHARES TR | 36,536 | $3.4M | 0.12% | |
| 114 | TMUST-MOBILE US INC | 13,955 | $3.3M | 0.12% | |
| 115 | AVUSAMERICAN CENTY ETF TR | 30,079 | $3.3M | 0.11% | |
| 116 | EAPRINNOVATOR ETFS TRUST | 108,386 | $3.2M | 0.11% | |
| 117 | IBMINTERNATIONAL BUSINESS MACHS | 11,178 | $3.2M | 0.11% | |
| 118 | NVSNNOVARTIS AG | 24,463 | $3.1M | 0.11% | |
| 119 | SCHBSCHWAB STRATEGIC TR | 119,408 | $3.1M | 0.11% | |
| 120 | EOCTINNOVATOR ETFS TRUST | 98,541 | $3.1M | 0.11% | |
| 121 | MTUMISHARES TR | 11,939 | $3.1M | 0.11% | |
| 122 | USBUS BANCORP DEL | 63,208 | $3.1M | 0.11% | |
| 123 | KOCOCA COLA CO | 45,888 | $3.0M | 0.10% | |
| 124 | DFSDDIMENSIONAL ETF TRUST | 62,869 | $3.0M | 0.10% | |
| 125 | MUNIPIMCO ETF TR | 57,758 | $3.0M | 0.10% | |
| 126 | CMECME GROUP INC | 11,020 | $3.0M | 0.10% | |
| 127 | CITCINTAS CORP | 14,176 | $2.9M | 0.10% | |
| 128 | AMCRAMCOR PLC | 346,352 | $2.8M | 0.10% | |
| 129 | FTSLFIRST TR EXCHANGE-TRADED FD | 61,741 | $2.8M | 0.10% | |
| 130 | TAT&T INC | 99,519 | $2.8M | 0.10% | |
| 131 | IXUSISHARES TR | 33,537 | $2.8M | 0.10% | |
| 132 | DISDISNEY WALT CO | 23,877 | $2.7M | 0.09% | |
| 133 | TJXTJX COS INC NEW | 18,546 | $2.7M | 0.09% | |
| 134 | GILDGILEAD SCIENCES INC | 23,940 | $2.7M | 0.09% | |
| 135 | SCHWSCHWAB CHARLES CORP | 27,598 | $2.6M | 0.09% | |
| 136 | RTXRTX CORPORATION | 15,299 | $2.6M | 0.09% | |
| 137 | KJUNINNOVATOR ETFS TRUST | 91,935 | $2.5M | 0.09% | |
| 138 | IVOGVANGUARD ADMIRAL FDS INC | 20,750 | $2.5M | 0.09% | |
| 139 | DUKDUKE ENERGY CORP NEW | 19,983 | $2.5M | 0.09% | |
| 140 | AXPAMERICAN EXPRESS CO | 7,130 | $2.4M | 0.08% | |
| 141 | MOALTRIA GROUP INC | 35,500 | $2.3M | 0.08% | |
| 142 | MDTMEDTRONIC PLC | 24,204 | $2.3M | 0.08% | |
| 143 | IWMISHARES TR | 9,321 | $2.3M | 0.08% | |
| 144 | PULSPGIM ETF TR | 45,181 | $2.3M | 0.08% | |
| 145 | TFCTRUIST FINL CORP | 48,373 | $2.2M | 0.08% | |
| 146 | EGUSISHARES TR | 42,037 | $2.2M | 0.07% | |
| 147 | HBANHUNTINGTON BANCSHARES INC | 125,247 | $2.2M | 0.07% | |
| 148 | SNPSSYNOPSYS INC | 4,259 | $2.1M | 0.07% | |
| 149 | EVUSISHARES TR | 65,425 | $2.1M | 0.07% | |
| 150 | TTDTHE TRADE DESK INC | 41,828 | $2.0M | 0.07% | |
| 151 | BKBANK NEW YORK MELLON CORP | 18,687 | $2.0M | 0.07% | |
| 152 | GLWCORNING INC | 24,516 | $2.0M | 0.07% | |
| 153 | DUHPDIMENSIONAL ETF TRUST | 53,095 | $2.0M | 0.07% | |
| 154 | PANWPALO ALTO NETWORKS INC | 9,844 | $2.0M | 0.07% | |
| 155 | COFCAPITAL ONE FINL CORP | 9,364 | $2.0M | 0.07% | |
| 156 | LINLINDE PLC | 4,161 | $2.0M | 0.07% | |
| 157 | NOCNORTHROP GRUMMAN CORP | 3,198 | $1.9M | 0.07% | |
| 158 | SOSOUTHERN CO | 20,504 | $1.9M | 0.07% | |
| 159 | DFARDIMENSIONAL ETF TRUST | 81,163 | $1.9M | 0.07% | |
| 160 | FASTFASTENAL CO | 39,093 | $1.9M | 0.07% | |
| 161 | IWYISHARES TR | 6,984 | $1.9M | 0.07% | |
| 162 | BACVERIZON COMMUNICATIONS INC | 43,435 | $1.9M | 0.07% | |
| 163 | VOVANGUARD INDEX FDS | 6,461 | $1.9M | 0.07% | |
| 164 | CRMSALESFORCE INC | 7,967 | $1.9M | 0.07% | |
| 165 | ETNEATON CORP PLC | 5,037 | $1.9M | 0.07% | |
| 166 | EFAISHARES TR | 19,957 | $1.9M | 0.06% | |
| 167 | DFSVDIMENSIONAL ETF TRUST | 58,270 | $1.9M | 0.06% | |
| 168 | SCHPSCHWAB STRATEGIC TR | 68,697 | $1.9M | 0.06% | |
| 169 | DEDEERE & CO | 4,029 | $1.8M | 0.06% | |
| 170 | KOCTINNOVATOR ETFS TRUST | 54,829 | $1.8M | 0.06% | |
| 171 | AZNASTRAZENECA PLC | 23,590 | $1.8M | 0.06% | |
| 172 | LOWLOWES COS INC | 7,187 | $1.8M | 0.06% | |
| 173 | NUSCNUSHARES ETF TR | 40,907 | $1.8M | 0.06% | |
| 174 | PEOEXELON CORP | 39,941 | $1.8M | 0.06% | |
| 175 | NEENEXTERA ENERGY INC | 23,715 | $1.8M | 0.06% | |
| 176 | NSCNORFOLK SOUTHN CORP | 5,941 | $1.8M | 0.06% | |
| 177 | EMREMERSON ELEC CO | 13,463 | $1.8M | 0.06% | |
| 178 | ITOTISHARES TR | 12,119 | $1.8M | 0.06% | |
| 179 | GSGOLDMAN SACHS GROUP INC | 2,214 | $1.8M | 0.06% | |
| 180 | VCSHVANGUARD SCOTTSDALE FDS | 21,797 | $1.7M | 0.06% | |
| 181 | CEGCONSTELLATION ENERGY CORP | 5,259 | $1.7M | 0.06% | |
| 182 | VOEVANGUARD INDEX FDS | 9,800 | $1.7M | 0.06% | |
| 183 | BLKBLACKROCK INC | 1,468 | $1.7M | 0.06% | |
| 184 | PFFISHARES TR | 53,998 | $1.7M | 0.06% | |
| 185 | GEVGE VERNOVA INC | 2,772 | $1.7M | 0.06% | |
| 186 | EFAVISHARES TR | 19,970 | $1.7M | 0.06% | |
| 187 | AMGNAMGEN INC | 5,951 | $1.7M | 0.06% | |
| 188 | UOCTINNOVATOR ETFS TRUST | 43,489 | $1.7M | 0.06% | |
| 189 | PRUPRUDENTIAL FINL INC | 15,936 | $1.7M | 0.06% | |
| 190 | SCZISHARES TR | 21,428 | $1.6M | 0.06% | |
| 191 | LMTLOCKHEED MARTIN CORP | 3,292 | $1.6M | 0.06% | |
| 192 | KNTKKINETIK HOLDINGS INC | 37,580 | $1.6M | 0.06% | |
| 193 | IWFISHARES TR | 3,410 | $1.6M | 0.06% | |
| 194 | DFIPDIMENSIONAL ETF TRUST | 37,684 | $1.6M | 0.05% | |
| 195 | MFCMANULIFE FINL CORP | 50,791 | $1.6M | 0.05% | |
| 196 | SCHGSCHWAB STRATEGIC TR | 49,484 | $1.6M | 0.05% | |
| 197 | LHXL3HARRIS TECHNOLOGIES INC | 5,083 | $1.6M | 0.05% | |
| 198 | ASXASE TECHNOLOGY HLDG CO LTD | 138,815 | $1.5M | 0.05% | |
| 199 | FLOTISHARES TR | 29,896 | $1.5M | 0.05% | |
| 200 | PHPARKER-HANNIFIN CORP | 2,015 | $1.5M | 0.05% |