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: $772.1M144 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$343K	0.0%	3,469 SH	New
ABBVIE INC	COM	$303K	0.0%Prev: 0.0%	1,158 SH	Increased-37 SH
ADOBE INC	COM	$2.5M	0.3%Prev: 0.6%	10,626 SH	Decreased+192 SH
ADVANCED MICRO DEVICES INC	COM	$285K	0.0%	466 SH	New
AFFIRM HLDGS INC	COM CL A	$517K	0.1%	7,470 SH	New
AFFIRM HLDGS INC	PUT	$512K	0.1%	7,400 PRN	New
ALLSTATE CORP	COM	$226K	0.0%Prev: 0.0%	1,019 SH	Increased+5 SH
ALPHABET INC	CAP STK CL A	$3.5M	0.4%Prev: 0.4%	10,085 SH	Increased-481 SH
ALPHABET INC	CAP STK CL C	$4.2M	0.5%Prev: 0.5%	12,218 SH	Increased+207 SH
ALPHABET INC	PUT	$1.1M	0.1%	3,100 PRN	New
AMAZON COM INC	COM	$13.7M	1.8%Prev: 2.4%	55,040 SH	Decreased-9,483 SH
AMAZON COM INC	PUT	$3.4M	0.4%	13,600 PRN	New
AMERICAN CENTY ETF TR	AVAN EMER EX ETF	$15.6M	2.0%	189,678 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.0M	0.1%Prev: 0.1%	9,309 SH	Increased+2,263 SH
AMGEN INC	COM	$2.2M	0.3%Prev: 0.3%	5,111 SH	Increased-269 SH
APPLE INC	COM	$10.6M	1.4%Prev: 1.3%	31,836 SH	Increased+1,071 SH
APPLE INC	PUT	$666K	0.1%	2,000 PRN	New
APPLIED MATLS INC	COM	$4.1M	0.5%Prev: 0.3%	8,084 SH	Increased-811 SH
APPLIED MATLS INC	PUT	$818K	0.1%	1,600 PRN	New
AT&T INC	COM	$523K	0.1%Prev: 0.1%	21,418 SH	Decreased-1,049 SH
BANK OF AMER CORP	COM	$697K	0.1%	12,800 SH	New
BARRICK MNG CORP	COM SHS	$365K	0.0%Prev: 0.1%	8,964 SH	Increased-1,950 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.2%Prev: 0.3%	3,695 SH	Increased+283 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$69.5M	9.0%	1,368,102 SH	New
BOEING CO	COM	$1.6M	0.2%Prev: 0.3%	8,623 SH	Decreased-129 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$14.6M	1.9%	291,505 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$234K	0.0%	3,750 SH	New
BROADCOM INC	COM	$474K	0.1%Prev: 0.1%	1,351 SH	Increased+371 SH
CHEVRON CORPORATION	COM	$1.5M	0.2%	7,279 SH	New
CISCO SYS INC	COM	$1.7M	0.2%Prev: 0.2%	15,844 SH	Increased-112 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$775K	0.1%Prev: 0.1%	15,072 SH	Increased+5,404 SH
CORNING INC	COM	$294K	0.0%	1,911 SH	New
COSTCO WHOLESALE CORPORATION	COM	$6.2M	0.8%	6,812 SH	New
CROWDSTRIKE HLDGS INC	CL A	$233K	0.0%	879 SH	New
DANAHER CORP DEL	COM	$368K	0.0%	1,659 SH	New
DEERE & CO	COM	$2.7M	0.4%Prev: 0.3%	4,086 SH	Increased-108 SH
DELL TECHNOLOGIES INC	CL C	$350K	0.0%	651 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$12.0M	1.6%Prev: 1.5%	277,758 SH	Increased+26,559 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$14.6M	1.9%Prev: 1.9%	188,024 SH	Increased+18,728 SH
DISNEY WALT CO	COM	$472K	0.1%Prev: 0.1%	4,497 SH	Decreased-312 SH
EA SERIES TRUST	CAMBRIA GLOBAL E	$985K	0.1%	19,443 SH	New
ELI LILLY & CO	COM	$1.7M	0.2%Prev: 0.2%	1,503 SH	Increased+131 SH
EMCOR GROUP INC	COM	$203K	0.0%	269 SH	New
EMERSON ELEC CO	COM	$225K	0.0%	1,448 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.6M	0.2%	9,576 SH	New
F5 INC	COM	$3.1M	0.4%Prev: 0.4%	6,877 SH	Increased-205 SH
F5 INC	PUT	$1.2M	0.1%	2,600 PRN	New
FEDEX CORP	COM	$261K	0.0%Prev: 0.0%	916 SH	Increased-143 SH
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$92K	0.0%Prev: 0.0%	17,345 SH	Increased
GARMIN LTD	SHS	$241K	0.0%Prev: 0.0%	839 SH	Increased-18 SH
GE AEROSPACE	COM NEW	$284K	0.0%Prev: 0.1%	911 SH	Decreased-306 SH
GE VERNOVA INC	COM	$329K	0.0%	346 SH	New
GLOBAL X FDS	1 3 MO T BI ET	$17.8M	2.3%	177,671 SH	New
GLOBAL X FDS	GLB X MLP ENRG I	$252K	0.0%	3,602 SH	New
GLOBAL X FDS	SHOR TER TRE ETF	$17.9M	2.3%	361,267 SH	New
HOME DEPOT INC	COM	$1.6M	0.2%Prev: 0.4%	5,578 SH	Decreased-103 SH
IMPINJ INC	COM	$392K	0.1%Prev: 0.1%	2,189 SH	Decreased-10 SH
INTEL CORP	COM	$1.9M	0.2%Prev: 0.1%	15,433 SH	Increased-1,299 SH
INTERNATIONAL BUSINESS MACHS	COM	$294K	0.0%Prev: 0.1%	1,337 SH	Decreased-24 SH
INVESCO DB MULTI-SECTOR COMM	OIL FD	$231K	0.0%Prev: 0.0%	9,713 SH	Increased-894 SH
INVESCO QQQ TR	UNIT SER 1	$857K	0.1%Prev: 0.1%	1,159 SH	Increased
ISHARES SILVER TR	ISHARES	$290K	0.0%Prev: 0.0%	5,325 SH	Increased-622 SH
ISHARES TR	CORE 60 BALA ETF	$364K	0.0%	5,309 SH	New
ISHARES TR	CORE S&P SCP ETF	$394K	0.1%Prev: 0.1%	2,895 SH	Increased+344 SH
ISHARES TR	CORE S&P500 ETF	$356K	0.0%Prev: 0.0%	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	$17.7M	2.3%Prev: 2.3%	141,434 SH	Increased+112,251 SH
ISHARES TR	RUS 1000 VAL ETF	$39.2M	5.1%Prev: 5.0%	158,141 SH	Increased+11,616 SH
ISHARES TR	S&P 100 ETF	$259K	0.0%Prev: 0.0%	679 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$336K	0.0%Prev: 0.1%	1,472 SH	Decreased-292 SH
JOHNSON & JOHNSON	COM	$1.1M	0.1%Prev: 0.1%	4,078 SH	Increased-213 SH
JPMORGAN CHASE & CO	COM	$480K	0.1%	1,450 SH	New
KEEL INFRASTRUCTURE CORP	COM SHS	$309K	0.0%	87,497 SH	New
LUMEN TECHNOLOGIES INC	COM	$83K	0.0%Prev: 0.0%	14,849 SH	Decreased-8,133 SH
MARATHON PETE CORP	COM	$261K	0.0%	660 SH	New
MCDONALDS CORP	COM	$315K	0.0%Prev: 0.1%	1,364 SH	Decreased-148 SH
MERCK & CO INC	COM	$208K	0.0%	1,434 SH	New
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.2%	1,701 SH	Decreased-8 SH
META PLATFORMS INC	PUT	$363K	0.0%	500 PRN	New
MICRON TECHNOLOGY INC	COM	$243K	0.0%	228 SH	New
MICROSOFT CORP	COM	$95.5M	12.4%Prev: 16.4%	186,200 SH	Decreased-2,738 SH
MICROSOFT CORP	PUT	$23.7M	3.1%	46,200 PRN	New
NETFLIX INC.	COM	$1.0M	0.1%	14,734 SH	New
NEWMONT CORP	COM	$304K	0.0%Prev: 0.1%	2,634 SH	Decreased-1,787 SH
NVIDIA CORPORATION	COM	$5.2M	0.7%Prev: 0.8%	22,916 SH	Increased-1,338 SH
NVIDIA CORPORATION	PUT	$548K	0.1%	2,400 PRN	New
ONEOK INC NEW	COM	$450K	0.1%	5,275 SH	New
ORACLE CORP	COM	$2.2M	0.3%Prev: 0.8%	16,008 SH	Decreased-1,305 SH
ORACLE CORP	PUT	$233K	0.0%	1,700 PRN	New
PACCAR INC	COM	$830K	0.1%Prev: 0.2%	7,560 SH	Decreased-3,630 SH
PALANTIR TECHNOLOGIES INC	CL A	$292K	0.0%	1,560 SH	New
PALO ALTO NETWORKS INC	COM	$5.2M	0.7%Prev: 0.4%	13,197 SH	Increased+513 SH
PHILIP MORRIS INTL INC	COM	$282K	0.0%Prev: 0.0%	1,480 SH	Increased+57 SH
PROCTER & GAMBLE CO	COM	$546K	0.1%	3,755 SH	New
PROGRESSIVE CORP	COM	$1.5M	0.2%Prev: 0.3%	7,272 SH	Decreased-20 SH
PRUDENTIAL FINL INC	COM	$200K	0.0%	1,764 SH	New
REGENERON PHARMACEUTICALS	COM	$209K	0.0%	275 SH	New
SALESFORCE INC	COM	$432K	0.1%Prev: 0.1%	1,883 SH	Increased+81 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$30.3M	3.9%Prev: 12.3%	1,277,551 SH	Decreased-1,646,012 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$48.9M	6.3%Prev: 6.3%	1,778,983 SH	Increased+158,504 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$368K	0.0%Prev: 0.0%	11,320 SH	Increased+2,004 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$14.8M	1.9%Prev: 2.0%	436,120 SH	Increased+38,164 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$567K	0.1%Prev: 0.1%	17,366 SH	Decreased-3,071 SH
SEMPRA	COM	$227K	0.0%Prev: 0.0%	2,907 SH	Decreased+41 SH
SHOPIFY INC	CL A SUB VTG SHS	$316K	0.0%Prev: 0.1%	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
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$300K	0.0%	1,989 SH	New
SPDR GOLD TR	GOLD SHS	$1.5M	0.2%Prev: 0.2%	3,916 SH	Increased-3 SH
SPDR SERIES TRUST	ST STR BL 12 ETF	$1.6M	0.2%	16,198 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$11.7M	1.5%Prev: 1.7%	281,171 SH	Increased+10,662 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$10.5M	1.4%Prev: 1.6%	336,668 SH	Increased+15,491 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$8.9M	1.1%Prev: 1.2%	457,505 SH	Increased-5,753 SH
STARBUCKS CORP	COM	$2.9M	0.4%Prev: 0.5%	30,346 SH	Increased-2,731 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$714K	0.1%	937 SH	New
STRATEGY SHS	DAY HAGAN SMART	$19.1M	2.5%Prev: 2.9%	339,955 SH	Increased-22,745 SH
T-MOBILE US INC	COM	$302K	0.0%Prev: 0.1%	1,849 SH	Decreased+211 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$322K	0.0%	706 SH	New
TC ENERGY CORP	COM	$215K	0.0%Prev: 0.0%	3,722 SH	Increased
TESLA INC	COM	$2.6M	0.3%Prev: 0.6%	7,398 SH	Decreased-710 SH
TESLA INC	PUT	$248K	0.0%	700 PRN	New
THE CIGNA GROUP	COM	$744K	0.1%Prev: 0.1%	2,739 SH	Decreased-9 SH
THERMO FISHER SCIENTIFIC INC	COM	$463K	0.1%Prev: 0.1%	686 SH	Increased-73 SH
TRANE TECHNOLOGIES PLC	SHS	$608K	0.1%Prev: 0.1%	1,345 SH	Increased+4 SH
UNION PAC CORP	COM	$303K	0.0%Prev: 0.1%	1,113 SH	Decreased-248 SH
UNITED AIRLS HLDGS INC	COM	$340K	0.0%Prev: 0.0%	3,066 SH	Increased+8 SH
UNITED PARCEL SVCS INC	CL B	$261K	0.0%	2,791 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$513K	0.1%	5,694 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$452K	0.1%	5,758 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$482K	0.1%	1,694 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$762K	0.1%	2,037 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$737K	0.1%	3,412 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$267K	0.0%	381 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$273K	0.0%Prev: 0.0%	3,290 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$271K	0.0%Prev: 0.0%	4,570 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$287K	0.0%Prev: 0.0%	1,819 SH	Increased+253 SH
VANGUARD MALVERN FDS	CORE BD ETF	$59.8M	7.7%	812,059 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$42.3M	5.5%Prev: 5.2%	859,133 SH	Increased+245,081 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$49.5M	6.4%Prev: 5.2%	859,951 SH	Increased+330,530 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.2%Prev: 0.1%	20,861 SH	Increased+9,740 SH
VANGUARD WORLD FD	INF TECH ETF	$314K	0.0%Prev: 0.0%	2,496 SH	Increased+2,197 SH
VERIZON COMMUNICATIONS INC	COM	$412K	0.1%Prev: 0.1%	8,993 SH	Decreased-792 SH
VISA INC	COM CL A	$1.5M	0.2%Prev: 0.2%	4,220 SH	Increased-31 SH
WALMART INC	COM	$1.1M	0.1%Prev: 0.2%	10,991 SH	Decreased-506 SH
WELLS FARGO & CO	COM	$211K	0.0%	2,634 SH	New

Sold (vs prior filing)

ABBOTT LABS — $469K
AMERICAN CENTY ETF TR — $8.8M
BANK AMERICA CORP — $592K
BITFARMS LTD — $230K
BLACKROCK ETF TRUST II — $52.1M
CHEVRON CORP NEW — $973K
COMCAST CORP NEW — $257K
COSTCO WHSL CORP NEW — $6.4M
DANAHER CORPORATION — $328K
EXXON MOBIL CORP — $984K
GLOBAL X FDS — $11.6M
GLOBAL X FDS — $14.3M
HONEYWELL INTL INC — $417K
INVESCO CURRENCYSHARES JAPAN — $244K
ISHARES BITCOIN TRUST ETF — $222K
ISHARES TR — $252K
JPMORGAN CHASE & CO. — $330K
MICROSOFT CORP — $836K
NETFLIX INC — $1.9M
NIKE INC — $250K
… and 9 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