Sagace Wealth Management LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,406
- 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 | 8/3/2026 | 71 | 159,406 | 13F-HR | Sagace Wealth Management LLC |
| Q1 2026 | 4/29/2026 | 70 | 149,191 | 13F-HR | Sagace Wealth Management LLC |
| Q4 2025 | 2/2/2026 | 67 | 147,444 | 13F-HR | Sagace Wealth Management LLC |
| Q3 2025 | 10/15/2025 | 65 | 147,152 | 13F-HR | Sagace Wealth Management LLC |
| Q2 2025 | 7/28/2025 | 62 | 133,789 | 13F-HR | Sagace Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.273 K
(0.8% of total reported value)
· QoQ Δ:
-427
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.95 K | 8.2% | 502 | 0 | 502 |
| ETFs | 140.9 K | 89.1% | 10.15 K | 0 | 10.15 K |
| Debt | 4.299 K | 2.7% | 0 | 4 | -4 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
159,406
Holdings
71
QoQ value change ($000)
10,215
(6.8%)
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.