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: $704.6M127 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$316K	0.0%	3,486 SH	New
ABBVIE INC	COM	$291K	0.0%Prev: 0.0%	1,158 SH	Increased-39 SH
ADOBE INC	COM	$2.2M	0.3%Prev: 0.8%	10,701 SH	Decreased+266 SH
ADVANCED MICRO DEVICES INC	COM	$272K	0.0%	469 SH	New
AFFIRM HLDGS INC	COM CL A	$723K	0.1%	8,870 SH	New
ALLSTATE CORP	COM	$242K	0.0%Prev: 0.0%	1,019 SH	Increased+5 SH
ALPHABET INC	CAP STK CL A	$3.6M	0.5%Prev: 0.4%	10,127 SH	Increased-597 SH
ALPHABET INC	CAP STK CL C	$4.4M	0.6%Prev: 0.4%	12,367 SH	Increased+276 SH
AMAZON COM INC	COM	$15.0M	2.1%Prev: 2.8%	62,922 SH	Increased-1,147 SH
AMERICAN CENTY ETF TR	AVAN EMER EX ETF	$16.4M	2.3%	191,056 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$928K	0.1%Prev: 0.1%	9,006 SH	Increased+2,820 SH
AMGEN INC	COM	$1.9M	0.3%Prev: 0.3%	5,110 SH	Increased-137 SH
APPLE INC	COM	$9.2M	1.3%Prev: 1.3%	31,880 SH	Increased-1,014 SH
APPLIED MATLS INC	COM	$6.0M	0.8%Prev: 0.3%	8,275 SH	Increased-622 SH
AT&T INC	COM	$452K	0.1%Prev: 0.1%	21,821 SH	Decreased-711 SH
BANK OF AMER CORP	COM	$740K	0.1%	12,980 SH	New
BARRICK MNG CORP	COM SHS	$329K	0.0%Prev: 0.0%	8,964 SH	Increased-1,950 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.3%Prev: 0.3%	3,645 SH	Increased+219 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$67.9M	9.6%	1,297,061 SH	New
BOEING CO	COM	$1.9M	0.3%Prev: 0.4%	8,607 SH	Increased-150 SH
BRISTOL-MYERS SQUIBB CO	COM	$216K	0.0%	3,749 SH	New
BROADCOM INC	COM	$513K	0.1%Prev: 0.1%	1,357 SH	Increased+371 SH
CHEVRON CORPORATION	COM	$1.2M	0.2%	6,982 SH	New
CISCO SYS INC	COM	$1.9M	0.3%Prev: 0.2%	15,880 SH	Increased-866 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$761K	0.1%Prev: 0.1%	14,400 SH	Increased+5,307 SH
CORNING INC	COM	$504K	0.1%	1,972 SH	New
COSTCO WHOLESALE CORPORATION	COM	$6.4M	0.9%	6,826 SH	New
CVS HEALTH CORP	COM	$202K	0.0%	1,951 SH	New
DANAHER CORP DEL	COM	$316K	0.0%	1,659 SH	New
DEERE & CO	COM	$2.6M	0.4%Prev: 0.4%	4,086 SH	Increased-108 SH
DELL TECHNOLOGIES INC	CL C	$281K	0.0%	650 SH	New
DELTA AIR LINES INC	COM NEW	$211K	0.0%	2,258 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$10.5M	1.5%Prev: 1.7%	261,382 SH	Increased-2,974 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$15.7M	2.2%Prev: 1.7%	190,254 SH	Increased+57,159 SH
DISNEY WALT CO	COM	$431K	0.1%Prev: 0.1%	4,477 SH	Decreased-442 SH
EA SERIES TRUST	CAMBRIA GLOBAL E	$994K	0.1%	19,443 SH	New
ELI LILLY & CO	COM	$1.8M	0.3%Prev: 0.2%	1,509 SH	Increased+135 SH
EMCOR GROUP INC	COM	$212K	0.0%	256 SH	New
EMERSON ELEC CO	COM	$207K	0.0%	1,448 SH	New
EXXON MOBIL CORP	COM	$1.2M	0.2%Prev: 0.2%	8,712 SH	Increased-6 SH
F5 INC	COM	$2.9M	0.4%Prev: 0.4%	7,077 SH	Increased-5 SH
FEDEX CORP	COM	$287K	0.0%Prev: 0.0%	916 SH	Increased-159 SH
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$84K	0.0%Prev: 0.0%	17,345 SH	Increased
GE AEROSPACE	COM NEW	$340K	0.0%Prev: 0.1%	911 SH	Increased-309 SH
GE VERNOVA INC	COM	$407K	0.1%	346 SH	New
GLOBAL X FDS	1 3 MO T BI ET	$16.1M	2.3%	160,395 SH	New
GLOBAL X FDS	SHOR TER TRE ETF	$17.6M	2.5%	354,216 SH	New
GOLDMAN SACHS GROUP INC	COM	$212K	0.0%	210 SH	New
GRANITE CONSTR INC	COM	$220K	0.0%	1,394 SH	New
HOME DEPOT INC	COM	$2.0M	0.3%Prev: 0.4%	5,577 SH	Decreased-102 SH
IMPINJ INC	COM	$314K	0.0%Prev: 0.0%	2,189 SH	Increased-58 SH
INTEL CORP	COM	$2.2M	0.3%Prev: 0.1%	15,433 SH	Increased-2,313 SH
INTERNATIONAL BUSINESS MACHS	COM	$360K	0.1%Prev: 0.1%	1,280 SH	Decreased-63 SH
INVESCO QQQ TR	UNIT SER 1	$853K	0.1%Prev: 0.1%	1,159 SH	Increased
ISHARES SILVER TR	ISHARES	$285K	0.0%	5,325 SH	New
ISHARES TR	CORE 60 BALA ETF	$353K	0.1%	5,075 SH	New
ISHARES TR	CORE S&P SCP ETF	$439K	0.1%Prev: 0.1%	2,957 SH	Increased+406 SH
ISHARES TR	CORE S&P500 ETF	$348K	0.0%Prev: 0.1%	465 SH	Increased+32 SH
ISHARES TR	MSCI EAFE ETF	$702K	0.1%Prev: 0.1%	6,754 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$17.6M	2.5%Prev: 2.4%	142,005 SH	Increased+113,145 SH
ISHARES TR	RUS 1000 VAL ETF	$39.8M	5.7%Prev: 5.6%	164,320 SH	Increased+20,194 SH
ISHARES TR	S&P 100 ETF	$248K	0.0%Prev: 0.0%	679 SH	Increased-115 SH
ISHARES TR	S&P 500 VAL ETF	$334K	0.0%Prev: 0.1%	1,472 SH	Decreased-292 SH
JOHNSON & JOHNSON	COM	$1.0M	0.1%Prev: 0.1%	4,084 SH	Increased-200 SH
JPMORGAN CHASE & CO	COM	$479K	0.1%	1,464 SH	New
KEEL INFRASTRUCTURE CORP	COM SHS	$488K	0.1%	84,940 SH	New
LUMEN TECHNOLOGIES INC	COM	$114K	0.0%Prev: 0.0%	14,849 SH	Increased-8,868 SH
MARATHON PETE CORP	COM	$210K	0.0%	822 SH	New
MCDONALDS CORP	COM	$377K	0.1%Prev: 0.1%	1,396 SH	Decreased-116 SH
META PLATFORMS INC	CL A	$979K	0.1%Prev: 0.3%	1,739 SH	Decreased
MICRON TECHNOLOGY INC	COM	$449K	0.1%	389 SH	New
MICROSOFT CORP	COM	$69.6M	9.9%Prev: 18.8%	186,646 SH	Decreased-3,801 SH
MICROSOFT CORP	PUT	$2.3M	0.3%	302 PRN	New
NETFLIX INC.	COM	$1.1M	0.2%	14,962 SH	New
NEWMONT CORP	COM	$283K	0.0%Prev: 0.1%	3,033 SH	Increased-1,608 SH
NVIDIA CORPORATION	COM	$4.7M	0.7%Prev: 0.8%	23,476 SH	Increased-866 SH
ONEOK INC NEW	COM	$459K	0.1%Prev: 0.0%	5,275 SH	Increased+2,698 SH
ORACLE CORP	COM	$2.4M	0.3%Prev: 0.8%	16,082 SH	Decreased-1,701 SH
PACCAR INC	COM	$926K	0.1%Prev: 0.3%	7,711 SH	Decreased-6,320 SH
PALO ALTO NETWORKS INC	COM	$4.5M	0.6%Prev: 0.5%	13,199 SH	Increased+515 SH
PHILIP MORRIS INTL INC	COM	$268K	0.0%Prev: 0.1%	1,480 SH	Increased+57 SH
PROCTER & GAMBLE CO	COM	$550K	0.1%	3,754 SH	New
PROGRESSIVE CORP	COM	$1.6M	0.2%Prev: 0.4%	7,272 SH	Decreased-20 SH
SALESFORCE INC	COM	$294K	0.0%Prev: 0.1%	1,875 SH	Decreased+71 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$94.6M	13.4%Prev: 13.1%	3,835,408 SH	Increased+1,207,864 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$47.9M	6.8%Prev: 7.3%	1,728,851 SH	Increased+64,976 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$359K	0.1%Prev: 0.0%	11,320 SH	Increased+2,004 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$16.2M	2.3%Prev: 2.9%	439,926 SH	Increased-74,243 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$660K	0.1%Prev: 0.1%	18,255 SH	Increased-2,173 SH
SEMPRA	COM	$270K	0.0%Prev: 0.0%	2,907 SH	Increased+41 SH
SHOPIFY INC	CL A SUB VTG SHS	$243K	0.0%Prev: 0.0%	2,130 SH	Increased+77 SH
SOUND FINL BANCORP INC	COM	$1.6M	0.2%Prev: 0.0%	36,191 SH	Increased+30,820 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.2%Prev: 0.2%	3,916 SH	Increased-3 SH
SPDR SERIES TRUST	ST STR BL 12 ETF	$15.7M	2.2%	158,075 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$9.0M	1.3%	224,596 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$10.0M	1.4%	330,230 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$8.6M	1.2%	455,651 SH	New
STARBUCKS CORP	COM	$3.1M	0.4%Prev: 0.6%	30,122 SH	Decreased-5,378 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$700K	0.1%	937 SH	New
STRATEGY SHS	DAY HAGAN SMART	$19.5M	2.8%Prev: 3.7%	353,250 SH	Increased-55,886 SH
T-MOBILE US INC	COM	$285K	0.0%Prev: 0.1%	1,702 SH	Decreased+64 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$330K	0.0%	691 SH	New
TC ENERGY CORP	COM	$247K	0.0%	3,722 SH	New
TESLA INC	COM	$3.1M	0.4%Prev: 0.5%	7,390 SH	Increased-700 SH
THE CIGNA GROUP	COM	$755K	0.1%Prev: 0.2%	2,739 SH	Decreased-34 SH
THERMO FISHER SCIENTIFIC INC	COM	$344K	0.0%Prev: 0.1%	686 SH	Increased-74 SH
TRANE TECHNOLOGIES PLC	SHS	$661K	0.1%Prev: 0.1%	1,345 SH	Increased+4 SH
UNION PAC CORP	COM	$303K	0.0%Prev: 0.1%	1,113 SH	Increased-148 SH
UNITED AIRLS HLDGS INC	COM	$417K	0.1%Prev: 0.0%	3,066 SH	Increased+8 SH
UNITED PARCEL SVCS INC	CL B	$300K	0.0%	2,791 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$490K	0.1%Prev: 0.1%	5,694 SH	Increased+4,696 SH
VANGUARD INDEX FDS	MID CAP ETF	$463K	0.1%Prev: 0.1%	5,751 SH	Increased+4,224 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$262K	0.0%	381 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$513K	0.1%Prev: 0.1%	1,694 SH	Increased+65 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$754K	0.1%	2,037 SH	New
VANGUARD INDEX FDS	VALUE ETF	$744K	0.1%Prev: 0.1%	3,414 SH	Increased+93 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$276K	0.0%	3,290 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$273K	0.0%Prev: 0.0%	4,570 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$311K	0.0%	1,981 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$40.7M	5.8%Prev: 5.5%	809,759 SH	Increased+257,533 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$40.7M	5.8%Prev: 5.6%	699,446 SH	Increased+222,416 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.2%Prev: 0.1%	18,271 SH	Increased+7,614 SH
VANGUARD WORLD FD	INF TECH ETF	$298K	0.0%	2,496 SH	New
VERIZON COMMUNICATIONS INC	COM	$414K	0.1%Prev: 0.1%	9,778 SH	Decreased-218 SH
VISA INC	COM CL A	$1.4M	0.2%Prev: 0.3%	4,219 SH	Decreased-33 SH
WALMART INC	COM	$1.2M	0.2%Prev: 0.2%	10,989 SH	Increased-508 SH
WELLS FARGO & CO	COM	$207K	0.0%	2,507 SH	New

Sold (vs prior filing)

ABBOTT LABS — $477K
BANK AMERICA CORP — $544K
BITFARMS LTD — $67K
CHEVRON CORP NEW — $897K
CHIPOTLE MEXICAN GRILL INC — $219K
COMCAST CORP NEW — $292K
COSTCO WHSL CORP NEW — $6.7M
DANAHER CORPORATION — $327K
GLOBAL X FDS — $9.1M
GLOBAL X FDS — $10.8M
HONEYWELL INTL INC — $476K
INVESCO CURRENCYSHARES JAPAN — $322K
INVESCO DB MULTI-SECTOR COMM — $158K
ISHARES BITCOIN TRUST ETF — $279K
ISHARES INC — $8.8M
ISHARES TR — $237K
JPMORGAN CHASE & CO. — $304K
LOWES COS INC — $330K
MCKESSON CORP — $630K
NETFLIX INC — $2.0M
… and 10 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