SAGE PRIVATE WEALTH GROUP, LLC
All 13F Filings
- Location
- Oakbrook Terrace, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 297,680
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 135 | 297,680 | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC |
| Q2 2026 | 8/6/2026 | 100 | 222,416 | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC |
| Q1 2026 | 5/1/2026 | 97 | 198,689 | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC |
| 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 | 148.6 K | 49.9% | 78.81 K | 0 | 78.81 K |
| ETFs | 148.7 K | 50.0% | 0 | 3.922 K | -3.922 K |
| Other | 372 | 0.1% | 372 | 0 | 372 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
297,680
Holdings
135
QoQ value change ($000)
75,264
(33.8%)
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.