SageGuard Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Goodlettsville, TN
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$646,254
Net value change ($000)
+17,933 (2.9%)
New positions
24
Sold out positions
5
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 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)
FTCB 6,289 NEW
IEF 6,122 1800.6%
FTSM 5,012 NEW
IUSB 3,905 147.6%
FENY 3,381 193.3%
XOM 3,373 41.7%
IAU 3,185 83.9%
ISPY 3,140 178.0%
SLV 3,095 714.8%
AIRR 2,889 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,174 -27.8%
GLD -4,585 -22.8%
JEPI -4,374 -25.6%
NVDA -4,004 -15.3%
TMFE -3,611 -40.6%
AAPL -3,193 -8.1%
CL -2,887 -24.8%
AMZN -2,883 -12.9%
BUFR -2,704 -17.3%
IBM -2,521 -25.8%
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