Sage Investment Advisers LLC
All 13F Filings
- Location
- Wappingers Falls, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 135,037
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.8 K | 42.1% | 0 | 30.33 K | -30.33 K |
| ETFs | 74.36 K | 55.1% | 32.11 K | 0 | 32.11 K |
| Debt | 3.872 K | 2.9% | 149 | 0 | 149 |
| Other | 0 | 0.0% | 0 | 293 | -293 |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
135,037
Holdings
89
QoQ value change ($000)
1,640
(1.2%)
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.