Sagace Wealth Management LLC Top Holdings and 13F Report (2026) About Sagace Wealth Management LLCInvestment ActivitySagace Wealth Management LLC has $149.19 million in total holdings as of March 31, 2026.Sagace Wealth Management LLC owns shares of 69 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.22% of the portfolio was purchased this quarter.About 8.20% of the portfolio was sold this quarter.This quarter, Sagace Wealth Management LLC has purchased 66 new stocks and bought additional shares in 18 stocks.Sagace Wealth Management LLC sold shares of 39 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $9,459,235Vanguard Mid-Cap ETF $8,559,687Invesco S&P 500 Equal Weight ETF $6,610,876Vanguard Intermediate-Term Bond ETF $6,469,536Vanguard Total International Bond ETF $5,502,109 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $5,502,109 Holding921946885 - Vanguard Emerging Markets Government Bond ETF $2,343,819 Holding808524797 - Schwab US Dividend Equity ETF $1,655,892 Holding464288448 - iShares International Select Dividend ETF $1,287,568 HoldingG51502105 - Johnson Controls International $328,554 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 114,508 shares (about $5.50M)Vanguard Emerging Markets Government Bond ETF 35,680 shares (about $2.34M)Schwab US Dividend Equity ETF 53,973 shares (about $1.66M)iShares International Select Dividend ETF 30,253 shares (about $1.29M)First Trust NASDAQ Technology Dividend Index Fund 4,733 shares (about $443.29K) Largest Sales this Quarter Vanguard Long-Term Corporate Bond ETF 34,830 shares (about $2.60M)Vanguard Long-Term Bond ETF 25,835 shares (about $1.78M)iShares MSCI EAFE Value ETF 17,291 shares (about $1.29M)SPDR Blackstone Senior Loan ETF 14,895 shares (about $597.89K)Vanguard Growth ETF 1,194 shares (about $521.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSagace Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$9,459,235$443,043 ▼-4.5%114,3116.3%ETFVOVanguard Mid-Cap ETF$8,559,687$17,231 ▼-0.2%29,8065.7%ETFRSPInvesco S&P 500 Equal Weight ETF$6,610,876$192,304 ▼-2.8%34,4464.4%ETFBIVVanguard Intermediate-Term Bond ETF$6,469,536$71,700 ▲1.1%83,8244.3%ETFBNDXVanguard Total International Bond ETF$5,502,109$5,502,109 ▲New Holding114,5083.7%ETFVEAVanguard FTSE Developed Markets ETF$5,275,258$161,097 ▼-3.0%82,3233.5%ETFSCHPSchwab U.S. TIPS ETF$4,918,433$72,353 ▲1.5%184,8343.3%ETFVXUSVanguard Total International Stock ETF$4,913,835$29,764 ▼-0.6%63,7253.3%ETFVCLTVanguard Long-Term Corporate Bond ETF$4,588,256$2,602,497 ▼-36.2%61,4063.1%ManufacturingVOOVanguard S&P 500 ETF$4,524,051$62,743 ▼-1.4%7,5713.0%ETFVOTVanguard Mid-Cap Growth ETF$4,199,952$75,918 ▲1.8%16,3202.8%ETFVBVanguard Small-Cap ETF$4,146,979$29,073 ▼-0.7%15,8332.8%ETFEFGiShares MSCI EAFE Growth ETF$4,040,169$111,927 ▲2.8%36,2772.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,915,386$57,363 ▲1.5%49,2132.6%ETFPFFiShares Preferred and Income Securities ETF$3,860,918$515,410 ▼-11.8%127,3392.6%ETFXMHQInvesco S&P MidCap Quality ETF$3,634,282$58,404 ▼-1.6%35,1582.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,314,133$52,747 ▲1.6%66,3492.2%ManufacturingTDIVFirst Trust NASDAQ Technology Dividend Index Fund$3,189,310$443,293 ▲16.1%34,0522.1%ManufacturingIAUiShares Gold Trust$2,994,002$124,482 ▼-4.0%33,9612.0%FinanceDLRDigital Realty Trust$2,866,420$34,240 ▲1.2%15,9061.9%FinanceAAPLApple$2,854,122$148,467 ▲5.5%11,2461.9%Computer and TechnologyBLVVanguard Long-Term Bond ETF$2,796,251$1,776,931 ▼-38.9%40,6551.9%ETFVOEVanguard Mid-Cap Value ETF$2,771,018$57,680 ▼-2.0%15,0371.9%ETFSCHHSchwab U.S. REIT ETF$2,647,418$23,489 ▼-0.9%123,1931.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,509,292$272,689 ▲12.2%31,6551.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,379,205$46,978 ▲2.0%29,5261.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,343,819$2,343,819 ▲New Holding35,6801.6%ETFVWOVanguard FTSE Emerging Markets ETF$2,301,611$25,998 ▼-1.1%42,5831.5%ETFVAWVanguard Materials ETF$2,263,090$28,168 ▲1.3%10,0431.5%ETFVUGVanguard Growth ETF$2,223,261$521,527 ▼-19.0%5,0901.5%ETFVTVVanguard Value ETF$1,988,487$218,763 ▼-9.9%10,1351.3%ETFQQQInvesco QQQ$1,901,808$11,544 ▼-0.6%3,2951.3%FinanceVYMVanguard High Dividend Yield ETF$1,775,275$28,139 ▼-1.6%11,9871.2%ETFVBKVanguard Small-Cap Growth ETF$1,683,533$1,814 ▼-0.1%5,5701.1%ETFSCHDSchwab US Dividend Equity ETF$1,655,892$1,655,892 ▲New Holding53,9731.1%ETFBSVVanguard Short-Term Bond ETF$1,507,197$93,229 ▼-5.8%19,2221.0%ETFISHARES BITCOIN TRUST ETF$1,421,617$109,958 ▼-7.2%37,0021.0%SHS BEN INTIDViShares International Select Dividend ETF$1,287,568$1,287,568 ▲New Holding30,2530.9%ETFEFViShares MSCI EAFE Value ETF$1,238,522$1,285,586 ▼-50.9%16,6580.8%ETFSPHQInvesco S&P 500 Quality ETF$1,215,522$29,926 ▼-2.4%16,1660.8%ETFSRLNSPDR Blackstone Senior Loan ETF$1,198,259$597,885 ▼-33.3%29,8520.8%ETFVBRVanguard Small-Cap Value ETF$1,021,075$3,693 ▲0.4%4,7000.7%ETFAMZNAmazon.com$651,885$13,746 ▼-2.1%3,1300.4%Retail/WholesaleNFLXNetflix$605,553$126,726 ▲26.5%6,2980.4%Consumer DiscretionaryXOMExxonMobil$484,040$103,153 ▼-17.6%2,8530.3%EnergyAVGOBroadcom$470,455$53,545 ▼-10.2%1,5200.3%Computer and TechnologyJNJJohnson & Johnson$458,325$133,709 ▼-22.6%1,8750.3%MedicalCCitigroup$433,7930.0%3,8250.3%Financial ServicesMETAMeta Platforms$420,516$68,656 ▼-14.0%7350.3%Computer and TechnologyBRK.BBerkshire Hathaway$411,154$29,710 ▲7.8%8580.3%FinanceVVisa$408,628$11,787 ▲3.0%1,3520.3%Business ServicesIBMInternational Business Machines$370,372$11,877 ▲3.3%1,5280.2%Computer and TechnologyMSFTMicrosoft$352,032$23,321 ▼-6.2%9510.2%Computer and TechnologyJCIJohnson Controls International$328,554$328,554 ▲New Holding2,5090.2%ConstructionIVWiShares S&P 500 Growth ETF$315,6900.0%2,7910.2%ETFNEMNewmont$315,224$315,224 ▲New Holding2,9120.2%Basic MaterialsPGProcter & Gamble$305,202$6,933 ▼-2.2%2,1130.2%Consumer StaplesHDHome Depot$289,752$5,920 ▼-2.0%8810.2%Retail/WholesaleIVEiShares S&P 500 Value ETF$283,1520.0%1,3410.2%ETFCSCOCisco Systems$280,953$58,425 ▼-17.2%3,6210.2%Computer and TechnologyGE VERNOVA INC$271,472$9,602 ▼-3.4%3110.2%COMETNEaton$268,968$268,968 ▲New Holding7520.2%IndustrialsPHParker-Hannifin$238,134$4,476 ▲1.9%2660.2%IndustrialsNEENextEra Energy$233,965$233,965 ▲New Holding2,5190.2%UtilitiesLMTLockheed Martin$207,910$207,910 ▲New Holding3440.1%AerospaceMMM3M$207,679$26,577 ▼-11.3%1,4300.1%Multi-Sector ConglomeratesCATCaterpillar$206,870$85,724 ▼-29.3%2920.1%IndustrialsGEGE Aerospace$204,314$10,216 ▼-4.8%7200.1%AerospaceIQLTiShares MSCI Intl Quality Factor ETF$200,037$99,487 ▼-33.2%4,3270.1%ETFVIGVanguard Dividend Appreciation ETF$0$1,560,658 ▼-100.0%00.0%ETFUBERUber Technologies$0$253,791 ▼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$245,688 ▼-100.0%00.0%Computer and TechnologyCRWDCrowdStrike$0$227,349 ▼-100.0%00.0%Computer and TechnologyGILDGilead Sciences$0$224,982 ▼-100.0%00.0%MedicalCANCanaan$0$10,809 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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