account_balance

Investment manager · 13F filer · SEC CIK 1871593

Sageworth Trust Co of South Dakota

Reported value$173Mas of Sep 30, 2026
Positions56 1 new, 6 sold out
Top 10 weight71.7%VTI alone is 16%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VTI Vanguard Index FDS 15.8% Trimmed −2%
VOO Vanguard Index FDS 14.0% Added +22%
VXUS Vanguard Star FDS 8.5% Held
DCOR Dfa Invt Dimensions Group In 6.3% Added +18%
DFIC Dimensional ETF Trust Internat 5.4% Added +11%
VEA Vanguard Tax-Managed FDS 5.3% Added +20%
DFAS Dimensional U.S. Small Cap ETF 4.9% Added +11%
ACWI iShares Tr 4.4% Added +55%
DFEM Dimensional ETF Trust Emerging 4.2% Added +17%
AMZN Amazon.com Inc 2.9% Held
ACWX iShares Tr 2.6% Trimmed −3%
DFAU Dimensional ETF Trust 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
  • EAGL +178%
  • ACWI +55%
  • VOO +22%
  • VEA +20%
arrow_downwardTrimmed
  • SPY −20%
  • IWM −15%
  • VTV −15%
  • QDF −11%
remove_circleSold out
  • ASML Holding NV $590K
  • GEV $240K
  • RTX $228K
  • GE $228K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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