SageGuard Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Goodlettsville, TN
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$722,492
Net value change ($000)
+10,769 (1.5%)
New positions
29
Sold out positions
19
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
XOM 10,702 NEW
TIER 7,943 327.4%
GEM 5,988 NEW
TMSL 5,559 150.3%
TTEQ 5,200 83.2%
GVLE 5,163 NEW
MSFT 4,022 25.1%
AAPL 2,923 7.2%
FBND 2,397 43.9%
OKE 2,149 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,668 -100.0%
COST -7,715 -58.4%
MCD -5,743 -60.5%
XLP -4,832 -53.5%
PGR -4,502 -58.5%
BRK-B -3,174 -17.0%
XLF -3,114 -40.7%
GE -3,013 -19.8%
META -3,007 -30.9%
WMT -2,784 -12.3%
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