account_balance
Investment manager · 13F filer · SEC CIK 1936845
Pacific Sage Partners, LLC
Reported value$739Mas of Sep 30, 2026
Positions133 11 new, 4 sold out
Top 10 weight63.8%MSFT alone is 13%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
12.9%
BINCBlackRock ETF Trust II
9.4%Added +5%
VCRBVanguard Malvern FDS
8.1%New
VGSHVanguard Scottsdale FDS
6.7%Added +23%
SCHFSchwab Strategic Tr
6.6%Added +3%
VTIPVanguard Malvern FDS
5.7%Added +6%
IWDiShares Tr
5.3%Trimmed −4%
SCHRSchwab Strategic Tr
4.1%Trimmed −67%
SSUSStrategy SHS
2.6%−4%
SLDRGlobal X FDS
2.4%
CLIPGlobal X FDS
2.4%
IWFiShares Tr
2.4%
MSFTMicrosoft Corp
12.9%
BINCBlackRock ETF Trust II
9.4%Added +5%
VCRBVanguard Malvern FDS
8.1%
VGSHVanguard Scottsdale FDS
6.7%
SCHFSchwab Strategic Tr
6.6%+3%
VTIPVanguard Malvern FDS
5.7%
IWDiShares Tr
5.3%
SCHR4.1%
SSUS
SLDR
CLIP
IWF
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
MSFT Microsoft Corp 12.9% Held
BINC BlackRock ETF Trust II 9.4% Added +5%
VCRB Vanguard Malvern FDS 8.1% New
VGSH Vanguard Scottsdale FDS 6.7% Added +23%
SCHF Schwab Strategic Tr 6.6% Added +3%
VTIP Vanguard Malvern FDS 5.7% Added +6%
IWD iShares Tr 5.3% Trimmed −4%
SCHR Schwab Strategic Tr 4.1% Trimmed −67%
SSUS Strategy SHS 2.6% Trimmed −4%
SLDR Global X FDS 2.4% Held
CLIP Global X FDS 2.4% Added +11%
IWF iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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