SageView Advisory Group, LLC — 13F holdings

SageView Advisory Group, LLC reported 615 holdings worth $3.05B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. AGG ISHARES TR — $350M (11.5%)
  2. VONV VANGUARD SCOTTSDALE FDS — $294M (9.6%)
  3. VONG VANGUARD SCOTTSDALE FDS — $247M (8.1%)
  4. SCHF SCHWAB STRATEGIC TR — $173M (5.7%)
  5. VXF VANGUARD INDEX FDS — $157M (5.2%)
  6. SCHE SCHWAB STRATEGIC TR — $115M (3.8%)
  7. IAGG ISHARES TR — $102M (3.4%)
  8. REET ISHARES TR — $89.5M (2.9%)
  9. SCHC SCHWAB STRATEGIC TR — $82.0M (2.7%)
  10. IVV ISHARES TR — $70.1M (2.3%)