account_balance
Investment manager · 13F filer · SEC CIK 1925418
Sage Investment Advisers LLC
Reported value$154Mas of Sep 30, 2026
Positions96 3 new, 5 sold out
Top 10 weight46.3%VOO alone is 16%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
16.2%Added +15%
IAUiShares Gold Trust
5.5%Added +14%
VXUSVanguard Star FDS
4.1%Added +9%
VVisa Inc.
3.7%
BSVVanguard Bd Index FDS
3.5%Added +7%
CVXChevron Corp
3.0%
BNDVanguard Bd Index FDS
2.7%Added +6%
JPMJPMorgan Chase & Co
2.5%Trimmed −2%
QQQInvesco QQQ Tr
2.5%+4%
GLDSPDR Gold Trust
2.4%+3%
IVWiShares Tr
2.3%+2%
IVEiShares Tr
2.3%−15%
VOOVanguard Index FDS
16.2%Added +15%
IAUiShares Gold Trust
5.5%
VXUSVanguard Star FDS
4.1%
VVisa Inc.
3.7%
BSVVanguard Bd Index FDS
3.5%
BND2.7%
JPM2.5%QQQ2.5%
GLD2.4%IVW2.3%
IVE2.3%
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
VOO Vanguard Index FDS 16.2% Added +15%
IAU iShares Gold Trust 5.5% Added +14%VXUS Vanguard Star FDS 4.1% Added +9%
V Visa Inc. 3.7% HeldBSV Vanguard Bd Index FDS 3.5% Added +7%
CVX Chevron Corp 3.0% HeldBND Vanguard Bd Index FDS 2.7% Added +6%
JPM JPMorgan Chase & Co 2.5% Trimmed −2%QQQ Invesco QQQ Tr 2.5% Added +4%
GLD SPDR Gold Trust 2.4% Added +3%IVW iShares Tr 2.3% Added +2%
IVE iShares Tr 2.3% Trimmed −15%
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.