SageView Advisory Group, LLC 13F Holdings · Q2 2026
SageView Advisory Group, LLC reported 615 securities worth $3.05B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AGG (11.46%), VONV (9.63%), VONG (8.09%). Among its top 25 positions this quarter: 5 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $349.7M | 11.46% | 3.5M | Trimmed |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $293.9M | 9.63% | 2.8M | Trimmed |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $246.9M | 8.09% | 1.9M | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $173.3M | 5.68% | 6.3M | Trimmed |
| 5 | VXF | VANGUARD INDEX FDS | $157.2M | 5.15% | 638,507 | Trimmed |
| 6 | SCHE | SCHWAB STRATEGIC TR | $114.9M | 3.77% | 3.2M | Trimmed |
| 7 | IAGG | ISHARES TR | $102.4M | 3.35% | 2.0M | Trimmed |
| 8 | REET | ISHARES TR | $89.5M | 2.93% | 3.2M | Trimmed |
| 9 | SCHC | SCHWAB STRATEGIC TR | $82.0M | 2.69% | 1.7M | Trimmed |
| 10 | IVV | ISHARES TR | $70.1M | 2.30% | 93,564 | Added |
| 11 | AAPL | APPLE INC | $51.1M | 1.68% | 176,758 | Trimmed |
| 12 | BND | VANGUARD BD INDEX FDS | $44.1M | 1.45% | 601,332 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $29.1M | 0.95% | 145,314 | Trimmed |
| 14 | SPHY | SPDR SERIES TRUST | $28.4M | 0.93% | 1.2M | Trimmed |
| 15 | MUB | ISHARES TR | $27.0M | 0.88% | 250,803 | Trimmed |
| 16 | SPDW | SPDR INDEX SHS FDS | $25.8M | 0.84% | 511,049 | Added |
| 17 | EMB | ISHARES TR | $24.7M | 0.81% | 256,088 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $22.5M | 0.74% | 60,310 | Trimmed |
| 19 | IEMG | ISHARES INC | $20.0M | 0.66% | 241,387 | Added |
| 20 | GOOGL | ALPHABET INC | $19.4M | 0.64% | 54,222 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $19.2M | 0.63% | 51,869 | Trimmed |
| 22 | IEFA | ISHARES TR | $17.5M | 0.57% | 181,320 | Trimmed |
| 23 | TILT | FLEXSHARES TR | $17.1M | 0.56% | 62,120 | Trimmed |
| 24 | IJH | ISHARES TR | $16.3M | 0.54% | 211,782 | Added |
| 25 | AMZN | AMAZON COM INC | $15.7M | 0.52% | 66,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR