Sage Advisory Services, Ltd.Co.
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 182,581
- 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 | 42 | 182,581 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.96 K | 12.6% | 0 | 93.62 K | -93.62 K |
| ETFs | 143.1 K | 78.4% | 94.15 K | 0 | 94.15 K |
| Debt | 16.47 K | 9.0% | 7.349 K | 0 | 7.349 K |
| Other | 0 | 0.0% | 0 | 8.89 K | -8.89 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
182,581
Holdings
42
QoQ value change ($000)
-1,005
(-0.5%)
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.