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Portfolio (Quarterly) Guide ↗

Sagace Wealth Management LLC

· CIK 0002027449
13F Portfolio $149M AUM 75 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 17 Added 38 Reduced 6 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 16,658.0 $1.2M 0.83% -17K -50.9% $74.35 +5.8%
22 SPHQ INVESCO EXCHANGE TRADED FD T 16,166.0 $1.2M 0.81% -398.0 -2.4% $75.19 +12.6%
23 SRLN SSGA ACTIVE ETF TR 29,852.0 $1.2M 0.80% -15K -33.3% $40.14 +0.8%
24 AAPL APPLE INC Technology 4,546.0 $1.2M 0.77% -415.0 -8.4% $253.79 +21.7%
25 AMZN AMAZON COM INC Consumer Cyclical 3,130.0 $652K 0.44% -66.0 -2.1% $208.27 +27.9%
26 XOM EXXON MOBIL CORP Energy 2,853.0 $484K 0.32% -608.0 -17.6% $169.66 -8.7%
27 AVGO BROADCOM INC Technology 1,520.0 $470K 0.32% -173.0 -10.2% $309.51 +33.8%
28 JNJ JOHNSON & JOHNSON Healthcare 1,875.0 $458K 0.31% -547.0 -22.6% $244.44 -4.1%
29 META META PLATFORMS INC Communication Services 735.0 $421K 0.28% -120.0 -14.0% $572.13 +6.7%
30 MSFT MICROSOFT CORP Technology 951.0 $352K 0.24% -63.0 -6.2% $370.17 +13.1%
31 PG PROCTER & GAMBLE CO Consumer Defensive 2,113.0 $305K 0.20% -48.0 -2.2% $144.44 -0.0%
32 HD HOME DEPOT INC Consumer Cyclical 881.0 $290K 0.19% -18.0 -2.0% $328.89 -4.8%
33 CSCO CISCO SYS INC Technology 3,621.0 $281K 0.19% -753.0 -17.2% $77.59 +55.2%
34 GEV GE VERNOVA INC Utilities 311.0 $271K 0.18% -11.0 -3.4% $872.90 +19.0%
35 MMM 3M CO Industrials 1,430.0 $208K 0.14% -183.0 -11.3% $145.23 +5.0%
36 CAT CATERPILLAR INC Industrials 292.0 $207K 0.14% -121.0 -29.3% $708.46 +24.2%
37 GE GE AEROSPACE Industrials 720.0 $204K 0.14% -36.0 -4.8% $283.77 +6.7%
38 ISHARES TR 4,327.0 $200K 0.13% -2K -33.2% $46.23
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.0%
Real Estate 15.6%
Technology 14.3%
Industrials 9.1%
Communication Services 5.6%
Consumer Cyclical 5.1%
Utilities 2.8%
Energy 2.6%
Healthcare 2.5%
Basic Materials 1.7%