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: $635.6M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$358K	0.1%	3,486 SH	New
ABBVIE INC	COM	$256K	0.0%Prev: 0.1%	1,178 SH	Increased+23 SH
ADOBE INC	COM	$2.6M	0.4%Prev: 0.9%	10,556 SH	Decreased+133 SH
AFFIRM HLDGS INC	COM CL A	$632K	0.1%	13,800 SH	New
ALLSTATE CORP	COM	$211K	0.0%Prev: 0.0%	1,019 SH	Increased+5 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.5%Prev: 0.4%	10,398 SH	Increased-309 SH
ALPHABET INC	CAP STK CL C	$3.6M	0.6%Prev: 0.4%	12,466 SH	Increased+343 SH
AMAZON COM INC	COM	$13.5M	2.1%Prev: 2.8%	64,854 SH	Increased-342 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$10.0M	1.6%	147,423 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$842K	0.1%Prev: 0.1%	8,430 SH	Increased+3,251 SH
AMGEN INC	COM	$1.9M	0.3%Prev: 0.4%	5,269 SH	Increased-42 SH
APPLE INC	COM	$8.6M	1.3%Prev: 1.6%	33,810 SH	Increased+1,066 SH
APPLIED MATLS INC	COM	$3.0M	0.5%Prev: 0.3%	8,790 SH	Increased-77 SH
AT&T INC	COM	$550K	0.1%Prev: 0.1%	18,963 SH	Decreased-3,562 SH
BANK AMERICA CORP	COM	$633K	0.1%Prev: 0.1%	12,980 SH	Increased+1,644 SH
BARRICK MNG CORP	COM SHS	$368K	0.1%	9,014 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.3%Prev: 0.4%	3,484 SH	Decreased+72 SH
BITFARMS LTD	COM	$159K	0.0%Prev: 0.0%	81,444 SH	Increased+5,674 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$60.9M	9.6%	1,173,146 SH	New
BOEING CO	COM	$1.7M	0.3%Prev: 0.3%	8,749 SH	Increased-87 SH
BRISTOL-MYERS SQUIBB CO	COM	$261K	0.0%Prev: 0.0%	4,299 SH	Increased+830 SH
BROADCOM INC	COM	$428K	0.1%	1,382 SH	New
CHEVRON CORPORATION	COM	$1.4M	0.2%	6,980 SH	New
CISCO SYS INC	COM	$1.3M	0.2%Prev: 0.2%	16,185 SH	Increased-405 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$524K	0.1%Prev: 0.0%	12,836 SH	Increased+5,449 SH
COMCAST CORP NEW	CL A	$229K	0.0%Prev: 0.1%	7,977 SH	Decreased-448 SH
CORNING INC	COM	$265K	0.0%	1,946 SH	New
COSTCO WHOLESALE CORPORATION	COM	$6.8M	1.1%	6,837 SH	New
DANAHER CORP DEL	COM	$315K	0.0%	1,659 SH	New
DEERE & CO	COM	$2.4M	0.4%Prev: 0.4%	4,197 SH	Increased+3 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.9M	1.6%Prev: 1.8%	251,179 SH	Increased-31,011 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.6M	2.0%Prev: 1.6%	177,577 SH	Increased+61,136 SH
DISNEY WALT CO	COM	$466K	0.1%Prev: 0.1%	4,840 SH	Decreased-144 SH
ELI LILLY & CO	COM	$1.4M	0.2%Prev: 0.3%	1,524 SH	Increased+127 SH
EXXON MOBIL CORP	COM	$1.7M	0.3%Prev: 0.3%	10,197 SH	Increased+373 SH
F5 INC	COM	$2.1M	0.3%Prev: 0.4%	7,122 SH	Increased-143 SH
FEDEX CORP	COM	$380K	0.1%Prev: 0.1%	1,066 SH	Increased-90 SH
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$92K	0.0%Prev: 0.0%	17,345 SH	Increased
GE AEROSPACE	COM NEW	$260K	0.0%Prev: 0.1%	917 SH	Increased-262 SH
GLOBAL X FDS	1-3 MONTH T-BILL	$13.8M	2.2%Prev: 0.6%	137,279 SH	Increased+109,677 SH
GLOBAL X FDS	SHORT-TERM TREAS	$17.2M	2.7%Prev: 1.9%	344,074 SH	Increased+174,571 SH
HOME DEPOT INC	COM	$1.9M	0.3%Prev: 0.5%	5,659 SH	Decreased-18 SH
HONEYWELL INTL INC	COM	$388K	0.1%Prev: 0.1%	1,718 SH	Decreased-297 SH
IMPINJ INC	COM	$225K	0.0%Prev: 0.0%	2,189 SH	Increased-62 SH
INTEL CORP	COM	$729K	0.1%Prev: 0.1%	16,512 SH	Increased-1,594 SH
INTERNATIONAL BUSINESS MACHS	COM	$316K	0.0%Prev: 0.1%	1,302 SH	Decreased-200 SH
INVESCO QQQ TR	UNIT SER 1	$669K	0.1%Prev: 0.1%	1,159 SH	Increased-26 SH
ISHARES SILVER TR	ISHARES	$363K	0.1%	5,325 SH	New
ISHARES TR	CORE 60/40 BALAN	$316K	0.0%	4,917 SH	New
ISHARES TR	CORE S&P SCP ETF	$371K	0.1%Prev: 0.1%	2,984 SH	Increased+710 SH
ISHARES TR	CORE S&P500 ETF	$283K	0.0%Prev: 0.1%	433 SH	Increased
ISHARES TR	MSCI EAFE ETF	$656K	0.1%Prev: 0.1%	6,754 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$13.4M	2.1%Prev: 2.1%	31,379 SH	Increased+5,408 SH
ISHARES TR	RUS 1000 VAL ETF	$33.1M	5.2%Prev: 6.0%	155,015 SH	Increased+13,702 SH
ISHARES TR	S&P 100 ETF	$216K	0.0%Prev: 0.0%	679 SH	Increased-115 SH
ISHARES TR	S&P 500 VAL ETF	$311K	0.0%	1,472 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.2%Prev: 0.2%	4,461 SH	Increased+227 SH
JPMORGAN CHASE & CO	COM	$578K	0.1%	1,965 SH	New
LUMEN TECHNOLOGIES INC	COM	$117K	0.0%Prev: 0.0%	16,787 SH	Increased-2,454 SH
MARATHON PETE CORP	COM	$233K	0.0%	953 SH	New
MCDONALDS CORP	COM	$479K	0.1%Prev: 0.1%	1,542 SH	Decreased-51 SH
MERCK & CO INC	COM	$216K	0.0%	1,793 SH	New
META PLATFORMS INC	CL A	$1.0M	0.2%Prev: 0.2%	1,784 SH	Increased+37 SH
MICROSOFT CORP	COM	$69.9M	11.0%Prev: 16.3%	188,710 SH	Decreased-4,382 SH
MICROSOFT CORP	PUT	$1.1M	0.2%	165 PRN	New
NETFLIX INC.	COM	$1.4M	0.2%	14,790 SH	New
NEWMONT CORP	COM	$328K	0.1%Prev: 0.1%	3,033 SH	Increased-1,607 SH
NIKE INC	CL B	$204K	0.0%Prev: 0.1%	3,868 SH	Decreased+181 SH
NVIDIA CORPORATION	COM	$5.1M	0.8%Prev: 0.6%	29,113 SH	Increased+5,363 SH
ONEOK INC NEW	COM	$511K	0.1%Prev: 0.1%	5,658 SH	Increased+3,081 SH
ORACLE CORP	COM	$2.4M	0.4%Prev: 0.6%	16,441 SH	Decreased-1,536 SH
PACCAR INC	COM	$949K	0.1%Prev: 0.3%	8,215 SH	Decreased-5,947 SH
PALANTIR TECHNOLOGIES INC	CL A	$208K	0.0%	1,424 SH	New
PALO ALTO NETWORKS INC	COM	$2.1M	0.3%Prev: 0.5%	13,200 SH	Decreased+534 SH
PHILIP MORRIS INTL INC	COM	$245K	0.0%Prev: 0.1%	1,480 SH	Increased+57 SH
PROCTER & GAMBLE CO	COM	$564K	0.1%	3,902 SH	New
PROGRESSIVE CORP	COM	$1.4M	0.2%Prev: 0.5%	7,272 SH	Decreased+6 SH
REGENERON PHARMACEUTICALS	COM	$238K	0.0%	308 SH	New
SALESFORCE INC	COM	$336K	0.1%Prev: 0.1%	1,800 SH	Decreased+27 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$86.7M	13.6%Prev: 15.2%	3,480,010 SH	Increased+767,262 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$41.4M	6.5%Prev: 7.7%	1,673,285 SH	Increased-61,503 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$347K	0.1%Prev: 0.1%	11,320 SH	Increased+2,564 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.0M	2.0%Prev: 2.7%	418,915 SH	Increased-42,152 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$585K	0.1%Prev: 0.1%	20,125 SH	Increased-383 SH
SEMPRA	COM	$282K	0.0%Prev: 0.0%	2,907 SH	Increased+41 SH
SHOPIFY INC	CL A SUB VTG SHS	$253K	0.0%	2,133 SH	New
SOUND FINL BANCORP INC	COM	$1.6M	0.2%Prev: 0.1%	36,191 SH	Increased+30,820 SH
SPDR GOLD TR	GOLD SHS	$1.7M	0.3%Prev: 0.3%	3,916 SH	Increased-3 SH
SPDR SERIES TRUST	STATE STREET SPD	$15.3M	2.4%	153,758 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$9.3M	1.5%	195,907 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$11.6M	1.8%	327,776 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$11.1M	1.8%	456,104 SH	New
STARBUCKS CORP	COM	$2.9M	0.5%Prev: 0.8%	32,625 SH	Decreased-1,586 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$613K	0.1%	943 SH	New
STRATEGY SHS	DAY HAGAN SMART	$18.2M	2.9%	389,686 SH	New
T-MOBILE US INC	COM	$346K	0.1%Prev: 0.1%	1,647 SH	Decreased+9 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$237K	0.0%	700 SH	New
TC ENERGY CORP	COM	$233K	0.0%	3,722 SH	New
TESLA INC	COM	$2.7M	0.4%Prev: 0.5%	7,288 SH	Increased-607 SH
THE CIGNA GROUP	COM	$730K	0.1%Prev: 0.2%	2,738 SH	Decreased-35 SH
THERMO FISHER SCIENTIFIC INC	COM	$381K	0.1%Prev: 0.1%	775 SH	Increased+22 SH
TRANE TECHNOLOGIES PLC	SHS	$561K	0.1%Prev: 0.1%	1,345 SH	Increased+4 SH
UNION PAC CORP	COM	$302K	0.0%Prev: 0.1%	1,243 SH	Decreased-94 SH
UNITED AIRLS HLDGS INC	COM	$282K	0.0%Prev: 0.0%	3,066 SH	Increased+8 SH
UNITED PARCEL SVCS INC	CL B	$314K	0.0%	3,191 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$311K	0.0%Prev: 0.1%	712 SH	Decreased-286 SH
VANGUARD INDEX FDS	MID CAP ETF	$413K	0.1%Prev: 0.1%	1,437 SH	Increased-90 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$228K	0.0%	381 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$405K	0.1%Prev: 0.1%	1,548 SH	Increased-81 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$480K	0.1%Prev: 0.1%	1,495 SH	Increased+619 SH
VANGUARD INDEX FDS	VALUE ETF	$671K	0.1%Prev: 0.1%	3,419 SH	Increased+325 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$247K	0.0%	3,290 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$247K	0.0%	4,570 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$251K	0.0%	1,817 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$37.5M	5.9%	750,511 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$37.3M	5.9%Prev: 10.4%	637,238 SH	Decreased-148,727 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$959K	0.2%Prev: 0.1%	14,963 SH	Increased+7,043 SH
VANGUARD WORLD FD	INF TECH ETF	$218K	0.0%	312 SH	New
VERIZON COMMUNICATIONS INC	COM	$494K	0.1%Prev: 0.1%	9,834 SH	Increased-23 SH
VISA INC	COM CL A	$1.3M	0.2%Prev: 0.4%	4,316 SH	Decreased-313 SH
WALMART INC	COM	$1.4M	0.2%Prev: 0.2%	11,619 SH	Increased+187 SH

Sold (vs prior filing)

ABBOTT LABS — $450K
BARRICK GOLD CORP — $212K
CHEVRON CORP NEW — $1.2M
COCA COLA CONS INC — $218K
COSTCO WHSL CORP NEW — $6.4M
DANAHER CORPORATION — $336K
INVESCO CURRENCYSHARES JAPAN — $313K
INVESCO DB MULTI-SECTOR COMM — $176K
ISHARES BITCOIN TRUST ETF — $219K
ISHARES INC — $7.5M
ISHARES TR — $7.8M
JPMORGAN CHASE & CO. — $250K
LOWES COS INC — $342K
MCKESSON CORP — $579K
NETFLIX INC — $1.4M
NORDSTROM INC — $239K
PLUG POWER INC — $16K
PROCTER AND GAMBLE CO — $649K
SPDR S&P 500 ETF TR — $467K
SPDR SER TR — $3.2M
… and 6 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