account_balance
Investment manager · 13F filer · SEC CIK 2027449
Sagace Wealth Management LLC
Reported value$160Mas of Sep 30, 2026
Positions71 14 new, 13 sold out
Top 10 weight39.6%VCIT alone is 6%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCITVanguard Scottsdale FDS
6.0%Added +6%
VOVanguard Index FDS
5.7%Trimmed −2%
RSPInvesco Exchange Traded Fd T
4.2%Trimmed −6%
BIVVanguard Bd Index FDS
4.0%Added +5%
VEAVanguard Tax-Managed FDS
3.6%
JPIBJ P Morgan Exchange Traded F
3.5%New
VXUSVanguard Star FDS
3.5%Added +2%
VOOVanguard Index FDS
3.4%
VCLTVanguard Scottsdale FDS
2.8%Added +8%
VBVanguard Index FDS
2.8%
EFGiShares Tr
2.8%
VTIPVanguard Malvern FDS
2.8%Added +35%
VCITVanguard Scottsdale FDS
6.0%Added +6%
VOVanguard Index FDS
5.7%Trimmed −2%
RSPInvesco Exchange Traded Fd T
4.2%−6%
BIVVanguard Bd Index FDS
4.0%+5%
VEAVanguard Tax-Managed FDS
3.6%
JPIBJ P Morgan Exchange Traded F
3.5%
VXUSVanguard Star FDS
3.5%
VOOVanguard Index FDS
3.4%
VCLTVanguard Scottsdale FDS
2.8%
VB2.8%
EFG2.8%
VTIP2.8%
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
VCIT Vanguard Scottsdale FDS 6.0% Added +6%
VO Vanguard Index FDS 5.7% Trimmed −2%
RSP Invesco Exchange Traded Fd T 4.2% Trimmed −6%
BIV Vanguard Bd Index FDS 4.0% Added +5%
VEA Vanguard Tax-Managed FDS 3.6% Held
JPIB J P Morgan Exchange Traded F 3.5% New
VXUS Vanguard Star FDS 3.5% Added +2%
VOO Vanguard Index FDS 3.4% Held
VCLT Vanguard Scottsdale FDS 2.8% Added +8%
VB Vanguard Index FDS 2.8% Held
EFG iShares Tr 2.8% Held
VTIP Vanguard Malvern FDS 2.8% Added +35%
What changed
Biggest moves since Jun 30, 2026
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