Sage Advisory Services, Ltd.Co.
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 203,244
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 46 | 203,244 | 13F-HR | Sage Advisory Services, Ltd.Co. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.27 K | 9.5% | 0 | 3.696 K | -3.696 K |
| ETFs | 168.1 K | 82.7% | 24.92 K | 0 | 24.92 K |
| Debt | 15.91 K | 7.8% | 0 | 563 | -563 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
203,244
Holdings
46
QoQ value change ($000)
20,663
(11.3%)
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.