account_balance
Investment manager · 13F filer · SEC CIK 1861378
SageGuard Financial Group, LLC
Reported value$722Mas of Sep 30, 2026
Positions221 27 new, 17 sold out
Top 10 weight29.8%AAPL alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.0%Trimmed −7%
NVDANVIDIA Corp
3.6%Trimmed −6%
JEPQJ P Morgan Exchange Traded F
3.4%Added +6%
AMZNAmazon.com Inc
2.9%Trimmed −8%
MSFTMicrosoft Corp
2.8%Trimmed −9%
WMTWalmart Inc.
2.7%Trimmed −4%
QQQInvesco QQQ Tr
2.4%Trimmed −7%
BRK-BBerkshire Hathaway Inc
2.2%Trimmed −17%
KOCoca-Cola Co
2.0%Trimmed −12%
CATCaterpillar Inc
1.9%Added +11%
GEGeneral Electric Co
1.7%−4%
TTEQT Rowe Price Exchange-Traded
1.6%
AAPLApple Inc.
6.0%Trimmed −7%
NVDANVIDIA Corp
3.6%−6%
JEPQJ P Morgan Exchange Traded F
3.4%+6%
AMZNAmazon.com Inc
2.9%−8%
MSFTMicrosoft Corp
2.8%−9%
WMTWalmart Inc.
2.7%
QQQInvesco QQQ Tr
2.4%
BRK-BBerkshire Hathaway Inc
2.2%
KOCoca-Cola Co
2.0%
CAT1.9%GE1.7%TTEQ1.6%
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
AAPL Apple Inc. 6.0% Trimmed −7%NVDA NVIDIA Corp 3.6% Trimmed −6%
JEPQ J P Morgan Exchange Traded F 3.4% Added +6%
AMZN Amazon.com Inc 2.9% Trimmed −8%MSFT Microsoft Corp 2.8% Trimmed −9%WMT Walmart Inc. 2.7% Trimmed −4%QQQ Invesco QQQ Tr 2.4% Trimmed −7%
BRK-B Berkshire Hathaway Inc 2.2% Trimmed −17%KO Coca-Cola Co 2.0% Trimmed −12%CAT Caterpillar Inc 1.9% Added +11%GE General Electric Co 1.7% Trimmed −4%TTEQ T Rowe Price Exchange-Traded 1.6% Added +84%
What changed
Biggest moves since Jun 30, 2026
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