SAGE PRIVATE WEALTH GROUP, LLC — 13F holdings
SAGE PRIVATE WEALTH GROUP, LLC reported 135 holdings worth $298M in its 13F filing for Q3 2026, filed October 21, 2026.
Largest positions
- FDT FIRST TR EXCH TRD ALPHDX FD — $23.1M (7.7%)
- AIRR FIRST TR EXCHANGE TRADED FD — $22.6M (7.6%)
- CGDV CAPITAL GROUP DIVIDEND VALUE — $19.3M (6.5%)
- GRNY TIDAL TRUST I — $18.2M (6.1%)
- DBMF LITMAN GREGORY FDS TR — $17.7M (5.9%)
- IAU ISHARES GOLD TR — $16.5M (5.5%)
- GLDM WORLD GOLD TR — $15.5M (5.2%)
- NVDA NVIDIA CORPORATION — $14.4M (4.9%)
- IJH ISHARES TR — $9.97M (3.4%)
- DSTL ETF SER SOLUTIONS — $9.63M (3.2%)