SageGuard Financial Group, LLC
All 13F Filings
- Location
- Goodlettsville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 711,723
- 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 | 7/27/2026 | 211 | 711,723 | 13F-HR | SageGuard Financial Group, LLC |
| Q1 2026 | 4/23/2026 | 196 | 646,254 | 13F-HR | SageGuard Financial Group, LLC |
| Q4 2025 | 1/27/2026 | 177 | 628,321 | 13F-HR | SageGuard Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 467.8 K | 65.7% | 14.86 K | 0 | 14.86 K |
| ETFs | 243.6 K | 34.2% | 50.61 K | 0 | 50.61 K |
| Other | 389 | 0.1% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
711,723
Holdings
211
QoQ value change ($000)
65,469
(10.1%)
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.