SAGE PRIVATE WEALTH GROUP, LLC

CIK 0001845635 • 7 13F filings • May 2, 2025 – Oct 21, 2026

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Filer information

Filed by: SAGE PRIVATE WEALTH GROUP, LLC, Chief Compliance Officer
Address: 18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL, 60181
Phone: 813-543-9849
AUM: $186.0M

AUM over time

$297.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $156.1M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$514K	0.3%	2,770 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$439K	0.3%	1,468 SH	New
ADOBE INC	COM	$234K	0.1%	605 SH	New
ADVANCED MICRO DEVICES INC	COM	$213K	0.1%	1,503 SH	New
AFLAC INC	COM	$479K	0.3%	4,537 SH	New
AIR PRODS & CHEMS INC	COM	$400K	0.3%	1,417 SH	New
ALPHABET INC	CAP STK CL A	$745K	0.5%	4,226 SH	New
ALPHABET INC	CAP STK CL C	$947K	0.6%	5,340 SH	New
ALTRIA GROUP INC	COM	$317K	0.2%	5,413 SH	New
AMAZON COM INC	COM	$1.3M	0.8%	5,739 SH	New
AMERICAN EXPRESS CO	COM	$565K	0.4%	1,771 SH	New
ANALOG DEVICES INC	COM	$480K	0.3%	2,018 SH	New
APPLE INC	COM	$3.2M	2.1%	15,681 SH	New
AUTODESK INC	COM	$254K	0.2%	822 SH	New
BEST BUY INC	COM	$268K	0.2%	3,986 SH	New
BOSTON BEER INC	CL A	$293K	0.2%	1,535 SH	New
BROADCOM INC	COM	$1.5M	1.0%	5,545 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$454K	0.3%	8,079 SH	New
CHUBB LIMITED	COM	$507K	0.3%	1,748 SH	New
CISCO SYS INC	COM	$541K	0.3%	7,796 SH	New
CME GROUP INC	COM	$882K	0.6%	3,200 SH	New
COMCAST CORP NEW	CL A	$666K	0.4%	18,667 SH	New
COSTCO WHSL CORP NEW	COM	$398K	0.3%	402 SH	New
CSX CORP	COM	$231K	0.1%	7,071 SH	New
CUMMINS INC	COM	$273K	0.2%	834 SH	New
DARDEN RESTAURANTS INC	COM	$388K	0.2%	1,781 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$11.9M	7.6%	272,472 SH	New
DICKS SPORTING GOODS INC	COM	$351K	0.2%	1,773 SH	New
EATON CORP PLC	SHS	$859K	0.6%	2,407 SH	New
ELI LILLY & CO	COM	$1.2M	0.8%	1,516 SH	New
FACTSET RESH SYS INC	COM	$606K	0.4%	1,355 SH	New
FIDELITY NATL INFORMATION SV	COM	$371K	0.2%	4,561 SH	New
FIRST SOLAR INC	COM	$500K	0.3%	3,020 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$13.6M	8.7%	166,803 SH	New
GLOBAL X FDS	GLB X MLP ENRG I	$11.0M	7.1%	175,687 SH	New
HOME DEPOT INC	COM	$728K	0.5%	1,986 SH	New
ILLUMINA INC	COM	$634K	0.4%	6,649 SH	New
INCYTE CORP	COM	$702K	0.4%	10,315 SH	New
INTEL CORP	COM	$493K	0.3%	21,987 SH	New
INTUIT	COM	$558K	0.4%	708 SH	New
ISHARES GOLD TR	ISHARES NEW	$10.7M	6.8%	171,284 SH	New
ISHARES TR	CORE S&P500 ETF	$498K	0.3%	802 SH	New
ISHARES TR	RUS 1000 ETF	$669K	0.4%	1,969 SH	New
ISHARES TR	RUS 1000 GRW ETF	$691K	0.4%	1,626 SH	New
JOHNSON & JOHNSON	COM	$505K	0.3%	3,304 SH	New
JOHNSON CTLS INTL PLC	SHS	$373K	0.2%	3,532 SH	New
JPMORGAN CHASE & CO.	COM	$1.3M	0.8%	4,474 SH	New
KIMBERLY-CLARK CORP	COM	$349K	0.2%	2,704 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$11.9M	7.6%	460,951 SH	New
MARATHON PETE CORP	COM	$594K	0.4%	3,577 SH	New
MASTERCARD INCORPORATED	CL A	$496K	0.3%	883 SH	New
MCDONALDS CORP	COM	$330K	0.2%	1,128 SH	New
MEDTRONIC PLC	SHS	$355K	0.2%	4,072 SH	New
MERCK & CO INC	COM	$231K	0.1%	2,920 SH	New
META PLATFORMS INC	CL A	$383K	0.2%	518 SH	New
MICROSOFT CORP	COM	$3.7M	2.4%	7,421 SH	New
MONDELEZ INTL INC	CL A	$349K	0.2%	5,169 SH	New
MONSTER BEVERAGE CORP NEW	COM	$401K	0.3%	6,397 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$1.0M	0.7%	2,436 SH	New
NETFLIX INC	COM	$374K	0.2%	279 SH	New
NEXTERA ENERGY INC	COM	$388K	0.2%	5,590 SH	New
NOVO-NORDISK A S	ADR	$226K	0.1%	3,273 SH	New
NUVEEN AMT FREE MUN CR INC F	COM	$137K	0.1%	11,473 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$190K	0.1%	16,787 SH	New
NVIDIA CORPORATION	COM	$3.7M	2.4%	23,583 SH	New
PEPSICO INC	COM	$232K	0.1%	1,753 SH	New
PHILIP MORRIS INTL INC	COM	$235K	0.2%	1,287 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$227K	0.1%	2,698 SH	New
QUALCOMM INC	COM	$485K	0.3%	3,045 SH	New
REALTY INCOME CORP	COM	$396K	0.3%	6,878 SH	New
SALESFORCE INC	COM	$608K	0.4%	2,228 SH	New
SMUCKER J M CO	COM NEW	$365K	0.2%	3,721 SH	New
SPDR GOLD TR	GOLD SHS	$936K	0.6%	3,070 SH	New
STERIS PLC	SHS USD	$428K	0.3%	1,783 SH	New
TARGET CORP	COM	$413K	0.3%	4,182 SH	New
TESLA INC	COM	$417K	0.3%	1,313 SH	New
TJX COS INC NEW	COM	$690K	0.4%	5,589 SH	New
TRANE TECHNOLOGIES PLC	SHS	$446K	0.3%	1,020 SH	New
UNDER ARMOUR INC	CL A	$367K	0.2%	53,695 SH	New
UNION PAC CORP	COM	$296K	0.2%	1,284 SH	New
UNITEDHEALTH GROUP INC	COM	$515K	0.3%	1,651 SH	New
VERIZON COMMUNICATIONS INC	COM	$357K	0.2%	8,249 SH	New
VISA INC	COM CL A	$883K	0.6%	2,485 SH	New
WALMART INC	COM	$774K	0.5%	7,914 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$35.7M	22.9%	426,417 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$11.5M	7.4%	175,961 SH	New

Sold (vs prior filing)

ABBVIE INC COM — $915K
ACCENTURE PLC IRELAND SHS CLASS A — $496K
ADOBE INC COM — $228K
ADVANCED MICRO DEVICES INC COM — $418K
AFLAC INC COM — $584K
AIR PRODUCTS AND CHEMICALS INC COM — $586K
ALLSTATE CORP COM — $216K
ALPHABET INC CAP STK CL A — $971K
ALPHABET INC CAP STK CL C — $1.2M
ALTRIA GROUP INC COM — $382K
AMAZON COM INC COM — $1.8M
AMERICAN EXPRESS CO COM — $542K
ANALOG DEVICES INC COM — $905K
APPLE INC COM — $4.2M
AUTODESK INC COM — $244K
BANK OF AMER CORP COM — $230K
BEST BUY INC COM — $414K
BOSTON BEER INC CL A — $285K
BROADCOM INC COM — $1.1M
Capital Group Dividend Value ETF — $17.9M
… and 77 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001765380-26-000056	$186.0M	View
Oct 21, 2026	Q3 2026	13F-HR	0001845635-26-000001	$297.7M	View
Oct 27, 2025	Q3 2025