Sage Investment Advisers LLC

Q1 2026 13F-HR Holdings

Location
Wappingers Falls, NY
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$135,037
Net value change ($000)
+1,640 (1.2%)
New positions
7
Sold out positions
4
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 1,236 34.2%
CVX 1,131 31.0%
PH 1,091 NEW
IAU 921 14.6%
SII 458 55.2%
IVV 453 NEW
SCHD 429 15.4%
BND 422 11.5%
LMT 386 28.2%
IEFA 346 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHO -1,018 -45.2%
V -890 -15.6%
IBM -811 -19.8%
IBIT -568 -50.8%
CHDN -515 -22.3%
KTOS -433 -40.7%
VOO -419 -2.3%
JPM -405 -10.2%
IVW -347 -10.1%
PLTR -328 -43.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type