Sage Financial Management Group, Inc.
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 363,962
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 61 | 363,962 | 13F-HR | Sage Financial Management Group, Inc. |
| Q1 2026 | 4/21/2026 | 57 | 325,359 | 13F-HR | Sage Financial Management Group, Inc. |
| Q4 2025 | 2/5/2026 | 58 | 327,391 | 13F-HR | Sage Financial Management Group, Inc. |
| Q3 2025 | 10/23/2025 | 56 | 313,236 | 13F-HR | Sage Financial Management Group, Inc. |
| Q2 2025 | 7/21/2025 | 55 | 289,064 | 13F-HR | Sage Financial Management Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.735 K | 2.7% | 2.04 K | 0 | 2.04 K |
| ETFs | 321.6 K | 88.4% | 33.57 K | 0 | 33.57 K |
| Debt | 32.61 K | 9.0% | 2.998 K | 0 | 2.998 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
363,962
Holdings
61
QoQ value change ($000)
38,603
(11.9%)
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.