SAGE FINANCIAL GROUP INC
All 13F Filings
- Location
- W. Conshohocken, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,537,100
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 107 | 1,537,100 | 13F-HR | SAGE FINANCIAL GROUP INC |
| 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 | 1.154 K | 0.1% | 0 | 183.6 K | -183.6 K |
| ETFs | 1.536 M | 99.9% | 209.6 K | 0 | 209.6 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
1,537,100
Holdings
107
QoQ value change ($000)
25,936
(1.7%)
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.