Sage Investment Advisers LLC
All 13F Filings
- Location
- Wappingers Falls, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 148,665
- 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 | 7/9/2026 | 98 | 148,665 | 13F-HR | Sage Investment Advisers LLC |
| Q1 2026 | 4/10/2026 | 89 | 135,037 | 13F-HR | Sage Investment Advisers LLC |
| Q4 2025 | 2/10/2026 | 86 | 133,397 | 13F-HR | Sage Investment Advisers LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.07 K | 41.7% | 5.264 K | 0 | 5.264 K |
| ETFs | 81.42 K | 54.8% | 7.061 K | 0 | 7.061 K |
| Debt | 5.179 K | 3.5% | 1.307 K | 0 | 1.307 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
148,665
Holdings
98
QoQ value change ($000)
13,628
(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.