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: $503.4M112 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$477K	0.1%	3,506 SH	New
ABBVIE INC	COM	$222K	0.0%Prev: 0.0%	1,197 SH	Decreased+19 SH
ADOBE INC	COM	$4.0M	0.8%Prev: 0.4%	10,435 SH	Increased-121 SH
ALLSTATE CORP	COM	$204K	0.0%Prev: 0.0%	1,014 SH	Decreased-5 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.4%Prev: 0.5%	10,724 SH	Decreased+326 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.4%Prev: 0.6%	12,091 SH	Decreased-375 SH
AMAZON COM INC	COM	$14.1M	2.8%Prev: 2.1%	64,069 SH	Increased-785 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$490K	0.1%Prev: 0.1%	6,186 SH	Decreased-2,244 SH
AMGEN INC	COM	$1.5M	0.3%Prev: 0.3%	5,247 SH	Decreased-22 SH
APPLE INC	COM	$6.7M	1.3%Prev: 1.3%	32,894 SH	Decreased-916 SH
APPLIED MATLS INC	COM	$1.6M	0.3%Prev: 0.5%	8,897 SH	Decreased+107 SH
AT&T INC	COM	$652K	0.1%Prev: 0.1%	22,532 SH	Increased+3,569 SH
BANK AMERICA CORP	COM	$544K	0.1%Prev: 0.1%	11,490 SH	Decreased-1,490 SH
BARRICK MNG CORP	COM SHS	$227K	0.0%Prev: 0.1%	10,914 SH	Decreased+1,900 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.3%Prev: 0.3%	3,426 SH	Decreased-58 SH
BITFARMS LTD	COM	$67K	0.0%Prev: 0.0%	80,320 SH	Decreased-1,124 SH
BOEING CO	COM	$1.8M	0.4%Prev: 0.3%	8,757 SH	Increased+8 SH
BROADCOM INC	COM	$272K	0.1%Prev: 0.1%	986 SH	Decreased-396 SH
CHEVRON CORP NEW	COM	$897K	0.2%	6,265 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$219K	0.0%	3,900 SH	New
CISCO SYS INC	COM	$1.2M	0.2%Prev: 0.2%	16,746 SH	Decreased+561 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$311K	0.1%Prev: 0.1%	9,093 SH	Decreased-3,743 SH
COMCAST CORP NEW	CL A	$292K	0.1%Prev: 0.0%	8,181 SH	Increased+204 SH
COSTCO WHSL CORP NEW	COM	$6.7M	1.3%	6,742 SH	New
DANAHER CORPORATION	COM	$327K	0.1%	1,654 SH	New
DEERE & CO	COM	$2.1M	0.4%Prev: 0.4%	4,194 SH	Decreased-3 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$8.7M	1.7%Prev: 1.6%	264,356 SH	Decreased+13,177 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$8.5M	1.7%Prev: 2.0%	133,095 SH	Decreased-44,482 SH
DISNEY WALT CO	COM	$610K	0.1%Prev: 0.1%	4,919 SH	Increased+79 SH
ELI LILLY & CO	COM	$1.1M	0.2%Prev: 0.2%	1,374 SH	Decreased-150 SH
EXXON MOBIL CORP	COM	$940K	0.2%Prev: 0.3%	8,718 SH	Decreased-1,479 SH
F5 INC	COM	$2.1M	0.4%Prev: 0.3%	7,082 SH	Increased-40 SH
FEDEX CORP	COM	$244K	0.0%Prev: 0.1%	1,075 SH	Decreased+9 SH
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$76K	0.0%Prev: 0.0%	17,345 SH	Decreased
GE AEROSPACE	COM NEW	$314K	0.1%Prev: 0.0%	1,220 SH	Increased+303 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$9.1M	1.8%Prev: 2.2%	90,939 SH	Decreased-46,340 SH
GLOBAL X FDS	SHORT-TERM TREAS	$10.8M	2.1%Prev: 2.7%	214,721 SH	Decreased-129,353 SH
HOME DEPOT INC	COM	$2.1M	0.4%Prev: 0.3%	5,679 SH	Increased+20 SH
HONEYWELL INTL INC	COM	$476K	0.1%Prev: 0.1%	2,045 SH	Increased+327 SH
IMPINJ INC	COM	$250K	0.0%Prev: 0.0%	2,247 SH	Increased+58 SH
INTEL CORP	COM	$398K	0.1%Prev: 0.1%	17,746 SH	Decreased+1,234 SH
INTERNATIONAL BUSINESS MACHS	COM	$396K	0.1%Prev: 0.0%	1,343 SH	Increased+41 SH
INVESCO CURRENCYSHARES JAPAN	JAPANESE YEN	$322K	0.1%	5,032 SH	New
INVESCO DB MULTI-SECTOR COMM	OIL FD	$158K	0.0%	11,964 SH	New
INVESCO QQQ TR	UNIT SER 1	$639K	0.1%Prev: 0.1%	1,159 SH	Decreased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$279K	0.1%	4,554 SH	New
ISHARES INC	MSCI EMRG CHN	$8.8M	1.7%	139,511 SH	New
ISHARES TR	CORE 60/40 BALAN	$237K	0.0%Prev: 0.0%	3,851 SH	Decreased-1,066 SH
ISHARES TR	CORE S&P SCP ETF	$279K	0.1%Prev: 0.1%	2,551 SH	Decreased-433 SH
ISHARES TR	CORE S&P500 ETF	$269K	0.1%Prev: 0.0%	433 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$604K	0.1%Prev: 0.1%	6,754 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$12.3M	2.4%Prev: 2.1%	28,860 SH	Decreased-2,519 SH
ISHARES TR	RUS 1000 VAL ETF	$28.0M	5.6%Prev: 5.2%	144,126 SH	Decreased-10,889 SH
ISHARES TR	S&P 100 ETF	$242K	0.0%Prev: 0.0%	794 SH	Increased+115 SH
ISHARES TR	S&P 500 VAL ETF	$345K	0.1%Prev: 0.0%	1,764 SH	Increased+292 SH
JOHNSON & JOHNSON	COM	$654K	0.1%Prev: 0.2%	4,284 SH	Decreased-177 SH
JPMORGAN CHASE & CO.	COM	$304K	0.1%	1,047 SH	New
LOWES COS INC	COM	$330K	0.1%	1,487 SH	New
LUMEN TECHNOLOGIES INC	COM	$104K	0.0%Prev: 0.0%	23,717 SH	Decreased+6,930 SH
MCDONALDS CORP	COM	$442K	0.1%Prev: 0.1%	1,512 SH	Decreased-30 SH
MCKESSON CORP	COM	$630K	0.1%	860 SH	New
META PLATFORMS INC	CL A	$1.3M	0.3%Prev: 0.2%	1,739 SH	Increased-45 SH
MICROSOFT CORP	COM	$94.7M	18.8%Prev: 11.0%	190,447 SH	Increased+1,737 SH
NETFLIX INC	COM	$2.0M	0.4%	1,494 SH	New
NEWMONT CORP	COM	$270K	0.1%Prev: 0.1%	4,641 SH	Decreased+1,608 SH
NIKE INC	CL B	$269K	0.1%Prev: 0.0%	3,790 SH	Increased-78 SH
NVIDIA CORPORATION	COM	$3.8M	0.8%Prev: 0.8%	24,342 SH	Decreased-4,771 SH
ONEOK INC NEW	COM	$210K	0.0%Prev: 0.1%	2,577 SH	Decreased-3,081 SH
ORACLE CORP	COM	$3.9M	0.8%Prev: 0.4%	17,783 SH	Increased+1,342 SH
PACCAR INC	COM	$1.3M	0.3%Prev: 0.1%	14,031 SH	Increased+5,816 SH
PALO ALTO NETWORKS INC	COM	$2.6M	0.5%Prev: 0.3%	12,684 SH	Increased-516 SH
PHILIP MORRIS INTL INC	COM	$259K	0.1%Prev: 0.0%	1,423 SH	Increased-57 SH
PLUG POWER INC	COM NEW	$17K	0.0%	11,720 SH	New
PROCTER AND GAMBLE CO	COM	$614K	0.1%	3,855 SH	New
PROGRESSIVE CORP	COM	$1.9M	0.4%Prev: 0.2%	7,292 SH	Increased+20 SH
SALESFORCE INC	COM	$492K	0.1%Prev: 0.1%	1,804 SH	Increased+4 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$65.8M	13.1%Prev: 13.6%	2,627,544 SH	Decreased-852,466 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$36.8M	7.3%Prev: 6.5%	1,663,875 SH	Decreased-9,410 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$247K	0.0%Prev: 0.1%	9,316 SH	Decreased-2,004 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.4M	2.9%Prev: 2.0%	514,169 SH	Increased+95,254 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$517K	0.1%Prev: 0.1%	20,428 SH	Decreased+303 SH
SEMPRA	COM	$217K	0.0%Prev: 0.0%	2,866 SH	Decreased-41 SH
SHOPIFY INC	CL A SUB VTG SHS	$237K	0.0%Prev: 0.0%	2,053 SH	Decreased-80 SH
SOUND FINL BANCORP INC	COM	$247K	0.0%Prev: 0.2%	5,371 SH	Decreased-30,820 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.2%Prev: 0.3%	3,919 SH	Decreased+3 SH
SPDR S&P 500 ETF TR	TR UNIT	$515K	0.1%	833 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$7.0M	1.4%	70,141 SH	New
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$8.3M	1.7%	276,842 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$8.1M	1.6%	320,153 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$5.5M	1.1%	452,093 SH	New
STARBUCKS CORP	COM	$3.3M	0.6%Prev: 0.5%	35,500 SH	Increased+2,875 SH
STRATEGY SHS	DAY HAGAN SMART	$18.4M	3.7%Prev: 2.9%	409,136 SH	Increased+19,450 SH
T-MOBILE US INC	COM	$390K	0.1%Prev: 0.1%	1,638 SH	Increased-9 SH
TESLA INC	COM	$2.6M	0.5%Prev: 0.4%	8,090 SH	Decreased+802 SH
THE CIGNA GROUP	COM	$917K	0.2%Prev: 0.1%	2,773 SH	Increased+35 SH
THERMO FISHER SCIENTIFIC INC	COM	$308K	0.1%Prev: 0.1%	760 SH	Decreased-15 SH
TRANE TECHNOLOGIES PLC	SHS	$587K	0.1%Prev: 0.1%	1,341 SH	Increased-4 SH
UNION PAC CORP	COM	$290K	0.1%Prev: 0.0%	1,261 SH	Decreased+18 SH
UNITED AIRLS HLDGS INC	COM	$244K	0.0%Prev: 0.0%	3,058 SH	Decreased-8 SH
UNITED PARCEL SERVICE INC	CL B	$242K	0.0%	2,397 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$438K	0.1%Prev: 0.0%	998 SH	Increased+286 SH
VANGUARD INDEX FDS	MID CAP ETF	$427K	0.1%Prev: 0.1%	1,527 SH	Increased+90 SH
VANGUARD INDEX FDS	SMALL CP ETF	$386K	0.1%Prev: 0.1%	1,629 SH	Decreased+81 SH
VANGUARD INDEX FDS	VALUE ETF	$587K	0.1%Prev: 0.1%	3,321 SH	Decreased-98 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$226K	0.0%Prev: 0.0%	4,570 SH	Decreased
VANGUARD MALVERN FDS	STRM INFPROIDX	$27.8M	5.5%Prev: 5.9%	552,226 SH	Decreased-198,285 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$28.0M	5.6%Prev: 5.9%	477,030 SH	Decreased-160,208 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$608K	0.1%Prev: 0.2%	10,657 SH	Decreased-4,306 SH
VERIZON COMMUNICATIONS INC	COM	$433K	0.1%Prev: 0.1%	9,996 SH	Decreased+162 SH
VISA INC	COM CL A	$1.5M	0.3%Prev: 0.2%	4,252 SH	Increased-64 SH
WALMART INC	COM	$1.1M	0.2%Prev: 0.2%	11,497 SH	Decreased-122 SH
WELLS FARGO CO NEW	COM	$268K	0.1%	3,348 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $358K
AFFIRM HLDGS INC — $632K
AMERICAN CENTY ETF TR — $10.0M
BLACKROCK ETF TRUST II — $60.9M
BRISTOL-MYERS SQUIBB CO — $261K
CHEVRON CORPORATION — $1.4M
CORNING INC — $265K
COSTCO WHOLESALE CORPORATION — $6.8M
DANAHER CORP DEL — $315K
ISHARES SILVER TR — $363K
JPMORGAN CHASE & CO — $578K
MARATHON PETE CORP — $233K
MERCK & CO INC — $216K
MICROSOFT CORP — $1.1M
NETFLIX INC. — $1.4M
PALANTIR TECHNOLOGIES INC — $208K
PROCTER & GAMBLE CO — $564K
REGENERON PHARMACEUTICALS — $238K
SPDR SERIES TRUST — $15.3M
SPROTT ASSET MANAGEMENT LP — $9.3M
… and 11 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