Sagace Wealth Management LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 147,444
- 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 |
|---|---|---|---|---|---|
| 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):
424
(0.3% of total reported value)
· QoQ Δ:
+68
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.1 K | 59.9% | 0 | 176 | -176 |
| ETFs | 52.69 K | 35.8% | 399 | 0 | 399 |
| Debt | 6.231 K | 4.2% | 0 | 5 | -5 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
147,444
Holdings
67
QoQ value change ($000)
292
(0.2%)
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.