Sageguard Financial Group, LLC Top Holdings and 13F Report (2026) About Sageguard Financial Group, LLCInvestment ActivitySageguard Financial Group, LLC has $722.49 million in total holdings as of September 30, 2026.Sageguard Financial Group, LLC owns shares of 221 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 14.32% of the portfolio was purchased this quarter.About 13.05% of the portfolio was sold this quarter.This quarter, Sageguard Financial Group, LLC has purchased 211 new stocks and bought additional shares in 83 stocks.Sageguard Financial Group, LLC sold shares of 102 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $43,399,210NVIDIA $25,649,084JPMorgan Nasdaq Equity Premium Income ETF $24,802,379Amazon.com $20,711,646Microsoft $20,053,751 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $10,702,475 Holding381430206 - Goldman Sachs ActiveBeta Emerging Markets Equity ETF $5,987,668 Holding38149W416 - GOLDMAN SACHS ETF TR $5,162,680 Holding30609A109 - ONEOK INC NEW $2,149,385 Holding38149W440 - GOLDMAN SACHS ETF TR $2,148,548 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 65,760 shares (about $10.70M)T ROWE PRICE EXCHANGE-TRADED 247,644 shares (about $7.96M)Goldman Sachs ActiveBeta Emerging Markets Equity ETF 117,176 shares (about $5.99M)T. Rowe Price Small-Mid Cap ETF 143,113 shares (about $5.82M)T ROWE PRICE EXCHANGE-TRADED 117,509 shares (about $5.22M) Largest Sales this Quarter Costco Wholesale 8,085 shares (about $7.36M)Meta Platforms 8,007 shares (about $5.81M)Consumer Staples Select Sector SPDR Fund 56,630 shares (about $4.56M)McDonald's 18,884 shares (about $4.36M)Progressive 19,822 shares (about $4.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSageguard Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$43,399,210$3,184,007 ▼-6.8%130,3206.0%TechnologyNVDANVIDIA$25,649,084$1,746,419 ▼-6.4%112,3093.6%TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$24,802,379$1,471,158 ▲6.3%404,8713.4%ETFAMZNAmazon.com$20,711,646$1,738,075 ▼-7.7%83,1292.9%Consumer DiscretionaryMSFTMicrosoft$20,053,751$1,990,039 ▼-9.0%39,0992.8%TechnologyWALMART INC$19,847,643$917,924 ▼-4.4%190,9902.7%COMQQQInvesco QQQ$17,265,056$1,328,650 ▼-7.1%23,3382.4%ETFBRK.BBerkshire Hathaway$15,536,111$3,083,320 ▼-16.6%31,2002.2%FinanceKOCoca-Cola$14,672,436$1,938,265 ▼-11.7%170,4512.0%Consumer StaplesCATCaterpillar$13,411,629$1,341,893 ▲11.1%16,5411.9%IndustrialsGEGE Aerospace$12,213,117$509,973 ▼-4.0%39,1081.7%IndustrialsT ROWE PRICE EXCHANGE-TRADED$11,451,967$5,222,101 ▲83.8%257,6951.6%TECHNOLOGY ETFDUKDuke Energy$11,377,731$583,047 ▲5.4%99,7961.6%UtilitiesBUFRFT Vest Laddered Buffer ETF$10,926,933$1,659,322 ▼-13.2%291,6181.5%ETFEXXONMOBIL HOLDINGS CORP$10,702,475$10,702,475 ▲New Holding65,7601.5%COM SHST ROWE PRICE EXCHANGE-TRADED$10,369,087$7,960,845 ▲330.6%322,5591.4%INTL EQT RESEARCFIRST TR EXCHANGE-TRADED FD$10,113,104$1,916,913 ▲23.4%512,3151.4%CORE INVESTMENTFENYFidelity MSCI Energy Index ETF$9,365,091$123,566 ▼-1.3%276,2561.3%ETFTMSLT. Rowe Price Small-Mid Cap ETF$9,258,221$5,824,692 ▲169.6%227,4751.3%ETFJEPIJPMorgan Equity Premium Income ETF$8,341,594$1,346,414 ▼-13.9%148,3741.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$8,190,644$191,851 ▲2.4%79,4511.1%ETFPROSHARES TR$8,097,691$825,696 ▲11.4%169,4081.1%S&P 500 HIGH ETFGLDSPDR Gold Shares$8,076,027$1,759,466 ▼-17.9%21,2061.1%ETFSPYINEOS S&P 500 High Income ETF$7,887,456$603,320 ▲8.3%148,3441.1%ETFFBNDFidelity Total Bond ETF$7,859,095$2,659,708 ▲51.2%181,5031.1%ETFINVESCO ACTIVELY MANAGED EXC$7,659,961$295,592 ▲4.0%134,1051.1%QQQ INC ADV ETFHYFIAB High Yield ETF$7,579,861$1,199,642 ▲18.8%209,9681.0%ETFGOOGAlphabet$7,085,255$714,182 ▼-9.2%20,7941.0%Communication ServicesIAUiShares Gold Trust$7,007,273$280,535 ▼-3.8%89,7221.0%ETFMETAMeta Platforms$6,733,766$5,806,296 ▼-46.3%9,2860.9%Communication ServicesAB ACTIVE ETFS INC$6,467,401$2,240,378 ▲53.0%185,1530.9%SHOR DU YIEL ETFABBVAbbVie$6,315,894$1,244,396 ▲24.5%24,1440.9%HealthcareENERGY TRANSFER L P$6,308,961$100,768 ▲1.6%319,1180.9%COM UT LTD PTNGE VERNOVA INC$6,238,108$1,549,309 ▲33.0%6,5630.9%COMGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$6,203,305$330,134 ▲5.6%35,0250.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$6,185,905$1,046,249 ▲20.4%103,9470.9%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$5,987,668$5,987,668 ▲New Holding117,1760.8%ETFCEGConstellation Energy$5,964,629$36,325 ▲0.6%23,4810.8%UtilitiesSTLDSteel Dynamics$5,875,039$1,172,526 ▼-16.6%26,5110.8%MaterialsCVXChevron$5,826,770$846,049 ▲17.0%28,5330.8%EnergyAIRRFirst Trust RBA American Industrial Renaissance ETF$5,775,642$482,336 ▲9.1%55,9440.8%ETFLMTLockheed Martin$5,587,798$1,025,083 ▼-15.5%10,9730.8%IndustrialsSLViShares Silver Trust$5,526,502$1,079,735 ▲24.3%101,3850.8%ETFCOSTCostco Wholesale$5,505,589$7,359,902 ▼-57.2%6,0480.8%Consumer StaplesIBMInternational Business Machines$5,480,011$672,548 ▼-10.9%24,9170.8%TechnologyVGTVanguard Information Technology ETF$5,373,886$1,053,991 ▼-16.4%42,7620.7%ETFGOLDMAN SACHS ETF TR$5,162,680$5,162,680 ▲New Holding109,0420.7%VALUE OPPOR ETFPPAInvesco Aerospace & Defense ETF$5,094,605$551,378 ▼-9.8%32,9490.7%ETFINVESCO ACTIVELY MANAGED EXC$5,036,380$347,393 ▲7.4%91,6540.7%MSCI EAFE IN ETFINVESCO ACTIVELY MANAGED EXC$4,924,269$336,313 ▲7.3%95,5240.7%S&P 500 EQUA ETFPROSHARES TR$4,921,660$578,418 ▲13.3%100,7020.7%NASDAQ 100 HIGHJPMJPMorgan Chase & Co.$4,908,896$38,046 ▼-0.8%14,8380.7%FinanceFIRST TR EXCHANGE-TRADED FD$4,901,260$1,837,305 ▲60.0%234,9600.7%VEST LADDEREDLLYEli Lilly and Company$4,837,448$410,738 ▼-7.8%4,1810.7%HealthcareCBChubb$4,803,614$2,159,659 ▲81.7%14,7690.7%FinancePROSHARES TR$4,798,077$489,511 ▲11.4%111,5050.7%RUS 2000 HIG ETFXLIIndustrial Select Sector SPDR Fund$4,656,749$485,412 ▲11.6%27,8880.6%ETFHCAHCA Healthcare$4,618,134$191,178 ▼-4.0%10,8220.6%HealthcareCLColgate-Palmolive$4,574,511$1,227,412 ▼-21.2%53,6160.6%Consumer StaplesXLFFinancial Select Sector SPDR Fund$4,541,695$3,084,294 ▼-40.4%85,0500.6%ETFFIRST TR EXCHANGE-TRADED FD$4,444,951$629,504 ▲16.5%241,6710.6%VEST HIGH YIELDFIRST TR EXCHANGE-TRADED FD$4,368,034$598,997 ▲15.9%241,8620.6%VEST INVESTMENTTSMTaiwan Semiconductor Manufacturing$4,231,004$356,727 ▲9.2%9,2750.6%TechnologyAMDAdvanced Micro Devices$4,200,552$114,405 ▼-2.7%6,8660.6%TechnologyXLPConsumer Staples Select Sector SPDR Fund$4,195,672$4,564,420 ▼-52.1%52,0550.6%ETFT ROWE PRICE EXCHANGE-TRADED$4,170,013$746,381 ▲21.8%190,9350.6%CAP APP PREM ETFAVGOBroadcom$3,939,760$1,006,188 ▲34.3%11,2180.5%TechnologyMCDMcDonald's$3,747,608$4,360,971 ▼-53.8%16,2280.5%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$3,689,223$1,375,115 ▼-27.2%18,8470.5%ETFIGOViShares International Treasury Bond ETF$3,592,276$1,060,749 ▲41.9%90,3260.5%ETFTAT&T$3,251,597$1,427,670 ▼-30.5%133,2620.5%Communication ServicesPGRProgressive$3,189,264$4,109,308 ▼-56.3%15,3840.4%FinanceXLVHealth Care Select Sector SPDR Fund$3,140,012$99,199 ▼-3.1%18,6440.4%ETFVOOVanguard S&P 500 ETF$3,109,012$409,302 ▲15.2%4,4360.4%ETFSCHDSchwab US Dividend Equity ETF$2,966,411$324,389 ▼-9.9%91,1900.4%ETFTSLATesla$2,618,525$555,638 ▲26.9%7,3800.4%Consumer DiscretionaryMPCMarathon Petroleum$2,356,425$781,784 ▲49.6%5,9590.3%EnergyJNJJohnson & Johnson$2,324,107$1,044,644 ▲81.6%8,7790.3%HealthcareWMWaste Management$2,321,244$1,751,690 ▼-43.0%11,3830.3%IndustrialsAIM ETF PRODUCTS TRUST$2,250,476$1,277,110 ▲131.2%73,6690.3%ALLIANZIM BUF 15NOCNorthrop Grumman$2,177,013$10,636 ▲0.5%4,5030.3%IndustrialsONEOK INC NEW$2,149,385$2,149,385 ▲New Holding25,2070.3%COMGOLDMAN SACHS ETF TR$2,148,548$2,148,548 ▲New Holding47,2620.3%GROWT OPPOR ETFVTIVanguard Total Stock Market ETF$2,009,375$127,621 ▲6.8%5,3690.3%ETFWESWestern Midstream Partners$1,931,569$41,885 ▼-2.1%43,5330.3%EnergyMUMicron Technology$1,815,981$1,366,512 ▲304.0%1,7050.3%TechnologyT ROWE PRICE EXCHANGE-TRADED$1,805,706$209,732 ▼-10.4%60,0260.2%HEDGED EQUTY ETFMRKMerck & Co., Inc.$1,746,670$151,272 ▼-8.0%12,0200.2%HealthcareBUFTFT Vest Buffered Allocation Defensive ETF$1,732,929$352,417 ▼-16.9%65,6800.2%ETFHDHome Depot$1,687,971$635,585 ▲60.4%5,9330.2%Consumer DiscretionaryVZVerizon Communications$1,635,694$1,098,276 ▲204.4%35,6590.2%Communication ServicesBRK.ABerkshire Hathaway$1,494,010$747,005 ▼-33.3%20.2%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,481,681$1,481,681 ▲New Holding10,2160.2%ETFCRCrane$1,477,160$156,897 ▼-9.6%7,2400.2%IndustrialsTTTrane Technologies$1,441,485$16,273 ▼-1.1%3,1890.2%IndustrialsQYLDGlobal X Nasdaq 100 Covered Call ETF$1,411,115$136,417 ▼-8.8%76,0710.2%ETFIUSBiShares Core Total USD Bond Market ETF$1,408,086$1,527,260 ▼-52.0%31,9370.2%ETFCOFCapital One Financial$1,336,034$1,051,065 ▼-44.0%6,9200.2%FinanceAMZAInfraCap MLP ETF$1,334,391$1,334,391 ▲New Holding28,5550.2%ETFOHIOmega Healthcare Investors$1,322,550$128,462 ▼-8.9%28,5590.2%Real EstateShowing largest 100 holdings. 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