Sage Advisory Services, Ltd.Co.
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 183,586
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 1/28/2026 | 45 | 183,586 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| Q3 2025 | 11/6/2025 | 44 | 190,652 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| Q2 2025 | 8/6/2025 | 43 | 183,577 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| Q2 2014 | 8/11/2014 | 17 | 803,095 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| Q1 2014 | 4/28/2014 | 15 | 848,247 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| Q4 2013 | 2/7/2014 | 13 | 835,226 | 13F-HR/A - RESTATEMENT | Sage Advisory Services, Ltd.Co. |
| Q4 2013 | 2/7/2014 | 13 | 835,226 | 13F-HR | Sage Advisory Services, Ltd.Co. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.6 K | 63.5% | 1.789 K | 0 | 1.789 K |
| ETFs | 48.99 K | 26.7% | 0 | 7.788 K | -7.788 K |
| Debt | 9.124 K | 5.0% | 0 | 257 | -257 |
| Other | 8.89 K | 4.8% | 0 | 810 | -810 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
183,586
Holdings
45
QoQ value change ($000)
-7,066
(-3.7%)
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.