SAGE FINANCIAL GROUP INC
All 13F Filings
- Location
- W. Conshohocken, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,511,164
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 106 | 1,511,164 | 13F-HR | SAGE FINANCIAL GROUP INC |
| Q3 2025 | 11/13/2025 | 97 | 1,470,221 | 13F-HR | SAGE FINANCIAL GROUP INC |
| Q2 2025 | 7/22/2025 | 101 | 1,354,621 | 13F-HR | SAGE FINANCIAL GROUP INC |
| Q2 2014 | 7/31/2014 | 37 | 206,365 | 13F-HR | SAGE FINANCIAL GROUP INC |
| Q1 2014 | 4/28/2014 | 36 | 175,704 | 13F-HR | SAGE FINANCIAL GROUP INC |
| Q4 2013 | 1/23/2014 | 37 | 207,391 | 13F-HR | SAGE FINANCIAL GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184.8 K | 12.2% | 41.76 K | 0 | 41.76 K |
| ETFs | 1.326 M | 87.8% | 0 | 818 | -818 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
1,511,164
Holdings
106
QoQ value change ($000)
40,943
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.