account_balance
Investment manager · 13F filer · SEC CIK 1845635
Sage Private Wealth Group, LLC
Reported value$298Mas of Sep 30, 2026
Positions135 38 new, 3 sold out
Top 10 weight56.0%FDT alone is 8%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FDTFirst Tr Exch TRD Alphdx Fd
7.7%Added +3%
AIRRFirst Tr Exchange Traded Fd
7.6%Added +6%
CGDVCapital Group Dividend Value
6.5%Trimmed −4%
GRNYTidal Trust I
6.1%Trimmed −3%
DBMFIm Global Partner Funds
5.9%
IAUiShares Gold Trust
5.5%Added +3%
GLDMWorld Gold Trust
5.2%Added +5%
NVDANVIDIA Corp
4.9%Added +21%
IJHiShares Tr
3.4%New
DSTLETF Ser Solutions
3.2%New
VOOVanguard Index FDS
3.2%New
TCAFT Rowe Price Exchange-Traded
2.9%New
FDTFirst Tr Exch TRD Alphdx Fd
7.7%Added +3%
AIRRFirst Tr Exchange Traded Fd
7.6%Added +6%
CGDVCapital Group Dividend Value
6.5%−4%
GRNYTidal Trust I
6.1%
DBMFIm Global Partner Funds
5.9%
IAUiShares Gold Trust
5.5%+3%
GLDMWorld Gold Trust
5.2%+5%
NVDANVIDIA Corp
4.9%
IJHiShares Tr
3.4%
DSTL3.2%
VOO3.2%
TCAF2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FDT First Tr Exch TRD Alphdx Fd 7.7% Added +3%
AIRR First Tr Exchange Traded Fd 7.6% Added +6%
CGDV Capital Group Dividend Value 6.5% Trimmed −4%
GRNY Tidal Trust I 6.1% Trimmed −3%
DBMF Im Global Partner Funds 5.9% Held
IAU iShares Gold Trust 5.5% Added +3%GLDM World Gold Trust 5.2% Added +5%NVDA NVIDIA Corp 4.9% Added +21%IJH iShares Tr 3.4% New
DSTL ETF Ser Solutions 3.2% New
VOO Vanguard Index FDS 3.2% New
TCAF T Rowe Price Exchange-Traded 2.9% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.