SageView Advisory Group, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,051,421
- 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 | 8/10/2026 | 615 | 3,051,421 | 13F-HR | SageView Advisory Group, LLC |
| Q1 2026 | 8/10/2026 | 586 | 2,736,532 | 13F-HR | SageView Advisory Group, LLC |
| Q4 2025 | 2/17/2026 | 2,610 | 2,957,577 | 13F-HR | SageView Advisory Group, LLC |
| Q3 2025 | 11/13/2025 | 643 | 2,898,111 | 13F-HR | SageView Advisory Group, LLC |
| Q2 2025 | 8/13/2025 | 615 | 2,644,131 | 13F-HR | SageView Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 673.1 K | 22.1% | 48.27 K | 0 | 48.27 K |
| ETFs | 2.361 M | 77.4% | 259.9 K | 0 | 259.9 K |
| Debt | 16.71 K | 0.5% | 6.804 K | 0 | 6.804 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
3,051,421
Holdings
615
QoQ value change ($000)
314,889
(11.5%)
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.