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: $598.0M115 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$469K	0.1%	3,503 SH	New
ABBVIE INC	COM	$277K	0.0%Prev: 0.0%	1,195 SH	Decreased+37 SH
ADOBE INC	COM	$3.7M	0.6%Prev: 0.3%	10,434 SH	Increased-267 SH
ALLSTATE CORP	COM	$218K	0.0%Prev: 0.0%	1,014 SH	Decreased-5 SH
ALPHABET INC	CAP STK CL A	$2.6M	0.4%Prev: 0.5%	10,566 SH	Decreased+439 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.5%Prev: 0.6%	12,011 SH	Decreased-356 SH
AMAZON COM INC	COM	$14.2M	2.4%Prev: 2.1%	64,523 SH	Decreased+1,601 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$8.8M	1.5%	147,502 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$627K	0.1%Prev: 0.1%	7,046 SH	Decreased-1,960 SH
AMGEN INC	COM	$1.5M	0.3%Prev: 0.3%	5,380 SH	Decreased+270 SH
APPLE INC	COM	$7.8M	1.3%Prev: 1.3%	30,765 SH	Decreased-1,115 SH
APPLIED MATLS INC	COM	$1.8M	0.3%Prev: 0.8%	8,895 SH	Decreased+620 SH
AT&T INC	COM	$634K	0.1%Prev: 0.1%	22,467 SH	Increased+646 SH
BANK AMERICA CORP	COM	$592K	0.1%	11,480 SH	New
BARRICK MNG CORP	COM SHS	$358K	0.1%Prev: 0.0%	10,914 SH	Increased+1,950 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.3%Prev: 0.3%	3,412 SH	Decreased-233 SH
BITFARMS LTD	COM	$230K	0.0%	81,570 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$52.1M	8.7%	977,929 SH	New
BOEING CO	COM	$1.9M	0.3%Prev: 0.3%	8,752 SH	Increased+145 SH
BROADCOM INC	COM	$323K	0.1%Prev: 0.1%	980 SH	Decreased-377 SH
CHEVRON CORP NEW	COM	$973K	0.2%	6,267 SH	New
CISCO SYS INC	COM	$1.1M	0.2%Prev: 0.3%	15,956 SH	Decreased+76 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$351K	0.1%Prev: 0.1%	9,668 SH	Decreased-4,732 SH
COMCAST CORP NEW	CL A	$257K	0.0%	8,181 SH	New
COSTCO WHSL CORP NEW	COM	$6.4M	1.1%	6,923 SH	New
DANAHER CORPORATION	COM	$328K	0.1%	1,654 SH	New
DEERE & CO	COM	$1.9M	0.3%Prev: 0.4%	4,194 SH	Decreased+108 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.0M	1.5%Prev: 1.5%	251,199 SH	Decreased-10,183 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$11.6M	1.9%Prev: 2.2%	169,296 SH	Decreased-20,958 SH
DISNEY WALT CO	COM	$551K	0.1%Prev: 0.1%	4,809 SH	Increased+332 SH
ELI LILLY & CO	COM	$1.0M	0.2%Prev: 0.3%	1,372 SH	Decreased-137 SH
EXXON MOBIL CORP	COM	$984K	0.2%Prev: 0.2%	8,731 SH	Decreased+19 SH
F5 INC	COM	$2.3M	0.4%Prev: 0.4%	7,082 SH	Decreased+5 SH
FEDEX CORP	COM	$250K	0.0%Prev: 0.0%	1,059 SH	Decreased+143 SH
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$89K	0.0%Prev: 0.0%	17,345 SH	Increased
GARMIN LTD	SHS	$211K	0.0%	857 SH	New
GE AEROSPACE	COM NEW	$366K	0.1%Prev: 0.0%	1,217 SH	Increased+306 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$11.6M	1.9%	115,107 SH	New
GLOBAL X FDS	SHORT-TERM TREAS	$14.3M	2.4%	283,562 SH	New
HOME DEPOT INC	COM	$2.3M	0.4%Prev: 0.3%	5,681 SH	Increased+104 SH
HONEYWELL INTL INC	COM	$417K	0.1%	1,981 SH	New
IMPINJ INC	COM	$397K	0.1%Prev: 0.0%	2,199 SH	Increased+10 SH
INTEL CORP	COM	$561K	0.1%Prev: 0.3%	16,732 SH	Decreased+1,299 SH
INTERNATIONAL BUSINESS MACHS	COM	$384K	0.1%Prev: 0.1%	1,361 SH	Increased+81 SH
INVESCO CURRENCYSHARES JAPAN	JAPANESE YEN	$244K	0.0%	3,915 SH	New
INVESCO DB MULTI-SECTOR COMM	OIL FD	$143K	0.0%	10,607 SH	New
INVESCO QQQ TR	UNIT SER 1	$696K	0.1%Prev: 0.1%	1,159 SH	Decreased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$222K	0.0%	3,411 SH	New
ISHARES SILVER TR	ISHARES	$252K	0.0%Prev: 0.0%	5,947 SH	Decreased+622 SH
ISHARES TR	CORE 60/40 BALAN	$252K	0.0%	3,912 SH	New
ISHARES TR	CORE S&P SCP ETF	$303K	0.1%Prev: 0.1%	2,551 SH	Decreased-406 SH
ISHARES TR	CORE S&P500 ETF	$290K	0.0%Prev: 0.0%	433 SH	Decreased-32 SH
ISHARES TR	MSCI EAFE ETF	$631K	0.1%Prev: 0.1%	6,754 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$13.7M	2.3%Prev: 2.5%	29,183 SH	Decreased-112,822 SH
ISHARES TR	RUS 1000 VAL ETF	$29.8M	5.0%Prev: 5.7%	146,525 SH	Decreased-17,795 SH
ISHARES TR	S&P 100 ETF	$226K	0.0%Prev: 0.0%	679 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$364K	0.1%Prev: 0.0%	1,764 SH	Increased+292 SH
JOHNSON & JOHNSON	COM	$796K	0.1%Prev: 0.1%	4,291 SH	Decreased+207 SH
JPMORGAN CHASE & CO.	COM	$330K	0.1%	1,046 SH	New
LUMEN TECHNOLOGIES INC	COM	$141K	0.0%Prev: 0.0%	22,982 SH	Increased+8,133 SH
MCDONALDS CORP	COM	$459K	0.1%Prev: 0.1%	1,512 SH	Increased+116 SH
META PLATFORMS INC	CL A	$1.3M	0.2%Prev: 0.1%	1,709 SH	Increased-30 SH
MICROSOFT CORP	CALL	$836K	0.1%	106 PRN	New
MICROSOFT CORP	COM	$97.9M	16.4%Prev: 9.9%	188,938 SH	Increased+2,292 SH
NETFLIX INC	COM	$1.9M	0.3%	1,588 SH	New
NEWMONT CORP	COM	$373K	0.1%Prev: 0.0%	4,421 SH	Increased+1,388 SH
NIKE INC	CL B	$250K	0.0%	3,590 SH	New
NVIDIA CORPORATION	COM	$4.5M	0.8%Prev: 0.7%	24,254 SH	Decreased+778 SH
ORACLE CORP	COM	$4.9M	0.8%Prev: 0.3%	17,313 SH	Increased+1,231 SH
PACCAR INC	COM	$1.1M	0.2%Prev: 0.1%	11,190 SH	Increased+3,479 SH
PALO ALTO NETWORKS INC	COM	$2.6M	0.4%Prev: 0.6%	12,684 SH	Decreased-515 SH
PHILIP MORRIS INTL INC	COM	$231K	0.0%Prev: 0.0%	1,423 SH	Decreased-57 SH
PROCTER AND GAMBLE CO	COM	$607K	0.1%	3,953 SH	New
PROGRESSIVE CORP	COM	$1.8M	0.3%Prev: 0.2%	7,292 SH	Increased+20 SH
SALESFORCE INC	COM	$427K	0.1%Prev: 0.0%	1,802 SH	Increased-73 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$73.5M	12.3%Prev: 13.4%	2,923,563 SH	Decreased-911,845 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$37.7M	6.3%Prev: 6.8%	1,620,479 SH	Decreased-108,372 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$254K	0.0%Prev: 0.1%	9,316 SH	Decreased-2,004 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.8M	2.0%Prev: 2.3%	397,956 SH	Decreased-41,970 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$570K	0.1%Prev: 0.1%	20,437 SH	Decreased+2,182 SH
SEMPRA	COM	$258K	0.0%Prev: 0.0%	2,866 SH	Decreased-41 SH
SHOPIFY INC	CL A SUB VTG SHS	$305K	0.1%Prev: 0.0%	2,053 SH	Increased-77 SH
SOUND FINL BANCORP INC	COM	$247K	0.0%Prev: 0.2%	5,371 SH	Decreased-30,820 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.2%Prev: 0.2%	3,919 SH	Decreased+3 SH
SPDR S&P 500 ETF TR	TR UNIT	$555K	0.1%	833 SH	New
SPDR SERIES TRUST	BLOOMBERG 3-12 M	$10.8M	1.8%	108,186 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$9.9M	1.7%Prev: 1.3%	270,509 SH	Increased+45,913 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$9.5M	1.6%Prev: 1.4%	321,177 SH	Decreased-9,053 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$7.3M	1.2%Prev: 1.2%	463,258 SH	Decreased+7,607 SH
STARBUCKS CORP	COM	$2.8M	0.5%Prev: 0.4%	33,077 SH	Decreased+2,955 SH
STRATEGY SHS	DAY HAGAN SMART	$17.5M	2.9%Prev: 2.8%	362,700 SH	Decreased+9,450 SH
T-MOBILE US INC	COM	$392K	0.1%Prev: 0.0%	1,638 SH	Increased-64 SH
TC ENERGY CORP	COM	$203K	0.0%Prev: 0.0%	3,722 SH	Decreased
TESLA INC	COM	$3.6M	0.6%Prev: 0.4%	8,108 SH	Increased+718 SH
THE CIGNA GROUP	COM	$792K	0.1%Prev: 0.1%	2,748 SH	Increased+9 SH
THERMO FISHER SCIENTIFIC INC	COM	$368K	0.1%Prev: 0.0%	759 SH	Increased+73 SH
TRANE TECHNOLOGIES PLC	SHS	$566K	0.1%Prev: 0.1%	1,341 SH	Decreased-4 SH
UNION PAC CORP	COM	$322K	0.1%Prev: 0.0%	1,361 SH	Increased+248 SH
UNITED AIRLS HLDGS INC	COM	$295K	0.0%Prev: 0.1%	3,058 SH	Decreased-8 SH
UNITED PARCEL SERVICE INC	CL B	$323K	0.1%	3,864 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$443K	0.1%Prev: 0.1%	923 SH	Decreased-4,771 SH
VANGUARD INDEX FDS	MID CAP ETF	$426K	0.1%Prev: 0.1%	1,451 SH	Decreased-4,300 SH
VANGUARD INDEX FDS	SMALL CP ETF	$414K	0.1%Prev: 0.1%	1,629 SH	Decreased-65 SH
VANGUARD INDEX FDS	VALUE ETF	$545K	0.1%Prev: 0.1%	2,921 SH	Decreased-493 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$235K	0.0%Prev: 0.0%	3,290 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$248K	0.0%Prev: 0.0%	4,570 SH	Decreased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$216K	0.0%Prev: 0.0%	1,566 SH	Decreased-415 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$31.1M	5.2%Prev: 5.8%	614,052 SH	Decreased-195,707 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$31.2M	5.2%Prev: 5.8%	529,421 SH	Decreased-170,025 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$666K	0.1%Prev: 0.2%	11,121 SH	Decreased-7,150 SH
VANGUARD WORLD FD	INF TECH ETF	$223K	0.0%Prev: 0.0%	299 SH	Decreased-2,197 SH
VERIZON COMMUNICATIONS INC	COM	$430K	0.1%Prev: 0.1%	9,785 SH	Increased+7 SH
VISA INC	COM CL A	$1.5M	0.2%Prev: 0.2%	4,251 SH	Increased+32 SH
WALMART INC	COM	$1.2M	0.2%Prev: 0.2%	11,497 SH	Decreased+508 SH
WELLS FARGO CO NEW	COM	$280K	0.0%	3,346 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $316K
ADVANCED MICRO DEVICES INC — $272K
AFFIRM HLDGS INC — $723K
AMERICAN CENTY ETF TR — $16.4M
BANK OF AMER CORP — $740K
BLACKROCK ETF TRUST II — $67.9M
BRISTOL-MYERS SQUIBB CO — $216K
CHEVRON CORPORATION — $1.2M
CORNING INC — $504K
COSTCO WHOLESALE CORPORATION — $6.4M
CVS HEALTH CORP — $202K
DANAHER CORP DEL — $316K
DELL TECHNOLOGIES INC — $281K
DELTA AIR LINES INC — $211K
EA SERIES TRUST — $994K
EMCOR GROUP INC — $212K
EMERSON ELEC CO — $207K
GE VERNOVA INC — $407K
GLOBAL X FDS — $16.1M
GLOBAL X FDS — $17.6M
… and 18 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