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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRLN SSGA ACTIVE ETF TR 29,852.0 $1.2M 0.80% -15K -33.3% $40.14 +0.8%
42 AAPL APPLE INC Technology 4,546.0 $1.2M 0.77% -415.0 -8.4% $253.79 +21.7%
43 VBR VANGUARD INDEX FDS 4,700.0 $1.0M 0.68% $217.25 +7.1%
44 AMZN AMAZON COM INC Consumer Cyclical 3,130.0 $652K 0.44% -66.0 -2.1% $208.27 +27.9%
45 NFLX NETFLIX INC. Communication Services 6,298.0 $606K 0.41% +1K +26.5% $96.15 -7.9%
46 XOM EXXON MOBIL CORP Energy 2,853.0 $484K 0.32% -608.0 -17.6% $169.66 -8.7%
47 AVGO BROADCOM INC Technology 1,520.0 $470K 0.32% -173.0 -10.2% $309.51 +33.8%
48 JNJ JOHNSON & JOHNSON Healthcare 1,875.0 $458K 0.31% -547.0 -22.6% $244.44 -4.1%
49 C CITIGROUP INC Financial Services 3,825.0 $434K 0.29% $113.41 +10.3%
50 META META PLATFORMS INC Communication Services 735.0 $421K 0.28% -120.0 -14.0% $572.13 +6.7%
51 BERKSHIRE HATHAWAY INC DEL 858.0 $411K 0.28% +62.0 +7.8% $479.20
52 V VISA INC Financial Services 1,352.0 $409K 0.27% +39.0 +3.0% $302.24 +8.8%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 1,528.0 $370K 0.25% +49.0 +3.3% $242.39 +4.7%
54 MSFT MICROSOFT CORP Technology 951.0 $352K 0.24% -63.0 -6.2% $370.17 +13.1%
55 JCI JOHNSON CONTROLS INTERNATION Industrials 2,509.0 $329K 0.22% NEW $130.95 +5.7%
56 IVW ISHARES TR 2,791.0 $316K 0.21% $113.11 +20.8%
57 NEM NEWMONT CORP Basic Materials 2,912.0 $315K 0.21% NEW $108.25 -0.6%
58 PG PROCTER & GAMBLE CO Consumer Defensive 2,113.0 $305K 0.20% -48.0 -2.2% $144.44 -0.0%
59 HD HOME DEPOT INC Consumer Cyclical 881.0 $290K 0.19% -18.0 -2.0% $328.89 -4.8%
60 IVE ISHARES TR 1,341.0 $283K 0.19% $211.15 +8.0%
Page 3 of 4  ·  70 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%