SAGE PRIVATE WEALTH GROUP, LLC
All 13F Filings
- Location
- Oakbrook Terrace, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 185,996
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 90 | 185,996 | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC |
| Q3 2025 | 10/27/2025 | 89 | 179,800 | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC |
| Q2 2025 | 7/29/2025 | 86 | 156,110 | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.2 K | 71.6% | 1.959 K | 0 | 1.959 K |
| ETFs | 52.33 K | 28.1% | 4.211 K | 0 | 4.211 K |
| Other | 487 | 0.3% | 27 | 0 | 27 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
185,996
Holdings
90
QoQ value change ($000)
6,196
(3.4%)
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.