Sagace Wealth Management LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,191
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.7 K
(1.1% of total reported value)
· QoQ Δ:
+1.276 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.45 K | 8.4% | 0 | 75.65 K | -75.65 K |
| ETFs | 130.7 K | 88.6% | 78.05 K | 0 | 78.05 K |
| Debt | 4.303 K | 2.9% | 0 | 1.928 K | -1.928 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
149,191
Holdings
70
QoQ value change ($000)
1,747
(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.