Pacific Sage Partners, LLC

CIK 0001936845 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026

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Filer information

Filed by: Pacific Sage Partners, LLC, Chief Compliance Officer
Address: 505 5TH AVENUE SOUTH, SUITE 104, EDMONDS, WA, 98020
Phone: (206) 533-0500
AUM: $631.0M

AUM over time

$772.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $631.0M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$442K	0.1%	3,525 SH	New
ABBVIE INC	COM	$277K	0.0%Prev: 0.0%	1,212 SH	Decreased+54 SH
ADOBE INC	COM	$3.7M	0.6%Prev: 0.3%	10,436 SH	Increased-190 SH
AFFIRM HLDGS INC	COM CL A	$1.0M	0.2%Prev: 0.1%	14,000 SH	Increased+6,530 SH
ALLSTATE CORP	COM	$223K	0.0%Prev: 0.0%	1,070 SH	Decreased+51 SH
ALPHABET INC	CAP STK CL A	$3.2M	0.5%Prev: 0.4%	10,328 SH	Decreased+243 SH
ALPHABET INC	CAP STK CL C	$3.8M	0.6%Prev: 0.5%	12,112 SH	Decreased-106 SH
AMAZON COM INC	COM	$14.9M	2.4%Prev: 1.8%	64,530 SH	Increased+9,490 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$9.5M	1.5%	148,846 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$791K	0.1%Prev: 0.1%	8,414 SH	Decreased-895 SH
AMGEN INC	COM	$1.9M	0.3%Prev: 0.3%	5,913 SH	Decreased+802 SH
APPLE INC	COM	$8.4M	1.3%Prev: 1.4%	31,010 SH	Decreased-826 SH
APPLIED MATLS INC	COM	$2.3M	0.4%Prev: 0.5%	8,861 SH	Decreased+777 SH
AT&T INC	COM	$530K	0.1%Prev: 0.1%	21,356 SH	Increased-62 SH
BANK AMERICA CORP	COM	$631K	0.1%	11,480 SH	New
BARRICK MNG CORP	COM SHS	$440K	0.1%Prev: 0.0%	10,114 SH	Increased+1,150 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.2%Prev: 0.2%	2,941 SH	Decreased-754 SH
BITFARMS LTD	COM	$191K	0.0%	81,274 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$56.3M	8.9%	1,067,251 SH	New
BOEING CO	COM	$1.9M	0.3%Prev: 0.2%	8,620 SH	Increased-3 SH
BRISTOL-MYERS SQUIBB CO	COM	$207K	0.0%Prev: 0.0%	3,829 SH	Decreased+79 SH
BROADCOM INC	COM	$488K	0.1%Prev: 0.1%	1,409 SH	Increased+58 SH
CHEVRON CORP NEW	COM	$955K	0.2%	6,269 SH	New
CISCO SYS INC	COM	$1.2M	0.2%Prev: 0.2%	16,067 SH	Decreased+223 SH
COCA COLA CONS INC	COM	$248K	0.0%	1,621 SH	New
COLUMBIA ETF TR II	EM CORE EX ETF	$479K	0.1%Prev: 0.1%	12,491 SH	Decreased-2,581 SH
COMCAST CORP NEW	CL A	$245K	0.0%	8,181 SH	New
COSTCO WHSL CORP NEW	COM	$5.9M	0.9%	6,872 SH	New
DANAHER CORPORATION	COM	$380K	0.1%	1,659 SH	New
DEERE & CO	COM	$2.0M	0.3%Prev: 0.4%	4,197 SH	Decreased+111 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.6M	1.5%Prev: 1.6%	251,923 SH	Decreased-25,835 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.2M	1.9%Prev: 1.9%	174,422 SH	Decreased-13,602 SH
DISNEY WALT CO	COM	$568K	0.1%Prev: 0.1%	4,990 SH	Increased+493 SH
ELI LILLY & CO	COM	$1.4M	0.2%Prev: 0.2%	1,316 SH	Decreased-187 SH
EXXON MOBIL CORP	COM	$1.1M	0.2%	8,797 SH	New
F5 INC	COM	$1.8M	0.3%Prev: 0.4%	7,122 SH	Decreased+245 SH
FEDEX CORP	COM	$308K	0.0%Prev: 0.0%	1,066 SH	Increased+150 SH
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$90K	0.0%Prev: 0.0%	17,345 SH	Decreased
GE AEROSPACE	COM NEW	$379K	0.1%Prev: 0.0%	1,230 SH	Increased+319 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$13.7M	2.2%	136,611 SH	New
GLOBAL X FDS	SHORT-TERM TREAS	$15.9M	2.5%	316,846 SH	New
HOME DEPOT INC	COM	$2.0M	0.3%Prev: 0.2%	5,688 SH	Increased+110 SH
HONEYWELL INTL INC	COM	$340K	0.1%	1,742 SH	New
HUNTINGTON BANCSHARES INC	COM	$232K	0.0%	13,343 SH	New
IMPINJ INC	COM	$381K	0.1%Prev: 0.1%	2,189 SH	Decreased
INTEL CORP	COM	$605K	0.1%Prev: 0.2%	16,399 SH	Decreased+966 SH
INTERNATIONAL BUSINESS MACHS	COM	$389K	0.1%Prev: 0.0%	1,314 SH	Increased-23 SH
INVESCO QQQ TR	UNIT SER 1	$712K	0.1%Prev: 0.1%	1,159 SH	Decreased
ISHARES SILVER TR	ISHARES	$343K	0.1%Prev: 0.0%	5,325 SH	Increased
ISHARES TR	CORE 60/40 BALAN	$269K	0.0%	4,131 SH	New
ISHARES TR	CORE S&P SCP ETF	$356K	0.1%Prev: 0.1%	2,961 SH	Decreased+66 SH
ISHARES TR	CORE S&P500 ETF	$297K	0.0%Prev: 0.0%	433 SH	Decreased-32 SH
ISHARES TR	MSCI EAFE ETF	$649K	0.1%Prev: 0.1%	6,754 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$13.8M	2.2%Prev: 2.3%	29,112 SH	Decreased-112,322 SH
ISHARES TR	RUS 1000 VAL ETF	$32.0M	5.1%Prev: 5.1%	151,978 SH	Decreased-6,163 SH
ISHARES TR	S&P 100 ETF	$233K	0.0%Prev: 0.0%	679 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$374K	0.1%Prev: 0.0%	1,764 SH	Increased+292 SH
JOHNSON & JOHNSON	COM	$892K	0.1%Prev: 0.1%	4,309 SH	Decreased+231 SH
JPMORGAN CHASE & CO.	COM	$362K	0.1%	1,123 SH	New
LUMEN TECHNOLOGIES INC	COM	$130K	0.0%Prev: 0.0%	16,787 SH	Increased+1,938 SH
MCDONALDS CORP	COM	$474K	0.1%Prev: 0.0%	1,551 SH	Increased+187 SH
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.2%	1,801 SH	Decreased+100 SH
MICROSOFT CORP	COM	$91.1M	14.4%Prev: 12.4%	188,346 SH	Decreased+2,146 SH
MICROSOFT CORP	PUT	$777K	0.1%Prev: 3.1%	295 PRN	Decreased-45,905 PRN
NETFLIX INC	COM	$1.4M	0.2%	15,047 SH	New
NEWMONT CORP	COM	$423K	0.1%Prev: 0.0%	4,232 SH	Increased+1,598 SH
NIKE INC	CL B	$225K	0.0%	3,537 SH	New
NVIDIA CORPORATION	COM	$4.6M	0.7%Prev: 0.7%	24,646 SH	Decreased+1,730 SH
ONEOK INC NEW	COM	$209K	0.0%Prev: 0.1%	2,841 SH	Decreased-2,434 SH
ORACLE CORP	COM	$3.3M	0.5%Prev: 0.3%	16,993 SH	Increased+985 SH
PACCAR INC	COM	$900K	0.1%Prev: 0.1%	8,214 SH	Increased+654 SH
PALANTIR TECHNOLOGIES INC	CL A	$261K	0.0%Prev: 0.0%	1,469 SH	Decreased-91 SH
PALO ALTO NETWORKS INC	COM	$2.4M	0.4%Prev: 0.7%	13,183 SH	Decreased-14 SH
PHILIP MORRIS INTL INC	COM	$237K	0.0%Prev: 0.0%	1,480 SH	Decreased
PROCTER AND GAMBLE CO	COM	$566K	0.1%	3,952 SH	New
PROGRESSIVE CORP	COM	$1.7M	0.3%Prev: 0.2%	7,298 SH	Increased+26 SH
REGENERON PHARMACEUTICALS	COM	$238K	0.0%Prev: 0.0%	308 SH	Increased+33 SH
SALESFORCE INC	COM	$467K	0.1%Prev: 0.1%	1,761 SH	Increased-122 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$79.6M	12.6%Prev: 3.9%	3,173,904 SH	Increased+1,896,353 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$39.4M	6.2%Prev: 6.3%	1,638,424 SH	Decreased-140,559 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$311K	0.0%Prev: 0.0%	11,320 SH	Decreased
SCHWAB STRATEGIC TR	US MID-CAP ETF	$12.4M	2.0%Prev: 1.9%	412,211 SH	Decreased-23,909 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$582K	0.1%Prev: 0.1%	20,449 SH	Increased+3,083 SH
SEMPRA	COM	$254K	0.0%Prev: 0.0%	2,873 SH	Increased-34 SH
SHOPIFY INC	CL A SUB VTG SHS	$343K	0.1%Prev: 0.0%	2,133 SH	Increased+3 SH
SOUND FINL BANCORP INC	COM	$1.6M	0.3%Prev: 0.2%	36,192 SH	Decreased+1 SH
SPDR GOLD TR	GOLD SHS	$1.5M	0.2%Prev: 0.2%	3,904 SH	Increased-12 SH
SPDR S&P 500 ETF TR	TR UNIT	$637K	0.1%	935 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$13.3M	2.1%	134,156 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$11.0M	1.7%Prev: 1.5%	239,587 SH	Decreased-41,584 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$10.6M	1.7%Prev: 1.4%	321,988 SH	Increased-14,680 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$10.9M	1.7%Prev: 1.1%	461,148 SH	Increased+3,643 SH
STARBUCKS CORP	COM	$2.8M	0.4%Prev: 0.4%	33,110 SH	Decreased+2,764 SH
STRATEGY SHS	DAY HAGAN SMART	$17.9M	2.8%Prev: 2.5%	367,796 SH	Decreased+27,841 SH
T-MOBILE US INC	COM	$334K	0.1%Prev: 0.0%	1,647 SH	Increased-202 SH
TC ENERGY CORP	COM	$205K	0.0%Prev: 0.0%	3,722 SH	Decreased
TESLA INC	COM	$2.8M	0.4%Prev: 0.3%	6,179 SH	Increased-1,219 SH
THE CIGNA GROUP	COM	$754K	0.1%Prev: 0.1%	2,738 SH	Increased-1 SH
THERMO FISHER SCIENTIFIC INC	COM	$449K	0.1%Prev: 0.1%	775 SH	Decreased+89 SH
TRANE TECHNOLOGIES PLC	SHS	$523K	0.1%Prev: 0.1%	1,345 SH	Decreased
TRONOX HOLDINGS PLC	SHS	$46K	0.0%	11,000 SH	New
UNION PAC CORP	COM	$340K	0.1%Prev: 0.0%	1,469 SH	Increased+356 SH
UNITED AIRLS HLDGS INC	COM	$343K	0.1%Prev: 0.0%	3,066 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$369K	0.1%	3,724 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$450K	0.1%	923 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$441K	0.1%	1,518 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$236K	0.0%Prev: 0.0%	376 SH	Decreased-5 SH
VANGUARD INDEX FDS	SMALL CP ETF	$420K	0.1%	1,629 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$454K	0.1%	1,355 SH	New
VANGUARD INDEX FDS	VALUE ETF	$631K	0.1%	3,305 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$242K	0.0%Prev: 0.0%	3,290 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$246K	0.0%Prev: 0.0%	4,570 SH	Decreased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$255K	0.0%Prev: 0.0%	1,805 SH	Decreased-14 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$33.7M	5.3%Prev: 5.5%	680,517 SH	Decreased-178,616 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$34.2M	5.4%Prev: 6.4%	582,356 SH	Decreased-277,595 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$947K	0.2%Prev: 0.2%	15,167 SH	Decreased-5,694 SH
VANGUARD WORLD FD	INF TECH ETF	$225K	0.0%Prev: 0.0%	299 SH	Decreased-2,197 SH
VERIZON COMMUNICATIONS INC	COM	$392K	0.1%Prev: 0.1%	9,623 SH	Decreased+630 SH
VISA INC	COM CL A	$1.5M	0.2%Prev: 0.2%	4,315 SH	Decreased+95 SH
WALMART INC	COM	$1.3M	0.2%Prev: 0.1%	11,727 SH	Increased+736 SH
WELLS FARGO CO NEW	COM	$325K	0.1%	3,489 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $343K
ADVANCED MICRO DEVICES INC — $285K
AFFIRM HLDGS INC — $512K
ALPHABET INC — $1.1M
AMAZON COM INC — $3.4M
AMERICAN CENTY ETF TR — $15.6M
APPLE INC — $666K
APPLIED MATLS INC — $818K
BANK OF AMER CORP — $697K
BLACKROCK ETF TRUST II — $69.5M
BONDBLOXX ETF TRUST — $14.6M
CHEVRON CORPORATION — $1.5M
CORNING INC — $294K
COSTCO WHOLESALE CORPORATION — $6.2M
CROWDSTRIKE HLDGS INC — $233K
DANAHER CORP DEL — $368K
DELL TECHNOLOGIES INC — $350K
EA SERIES TRUST — $985K
EMCOR GROUP INC — $203K
EMERSON ELEC CO — $225K
… and 33 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001951757-26-000203	$631.0M	View
Oct 21, 2026	Q3 2026	13F-HR	0001951757-26-001730	$772.1M	View
Nov 6, 2025	Q3 2025