Notify me when SAGE PRIVATE WEALTH GROUP, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 90 | $185,995,679 | +$4,346,558 | -$3,100,602 | +$1,245,956 | AIRR, DGRW, GRNY, IAU, GLDM | 13F-HR | 28 Jan 2026, 15:26 |
| Q3 2025 | 89 | $179,800,268 | +$49,510,352 | -$39,634,223 | +$9,876,129 | DGRW, AIRR, GRNY, IAU, DBMF | 13F-HR | 27 Oct 2025, 14:18 |
| Q2 2025 | 86 | $156,110,170 | +$49,158,505 | -$33,578,233 | +$15,580,272 | DGRW, AIRR, DBEF, DBMF, GLDM | 13F-HR | 29 Jul 2025, 10:17 |
| Q1 2025 | 88 | $132,076,467 | +$5,173,866 | -$2,003,284 | +$3,170,582 | SDVY, DGRW, DBEF, AIRR, DBMF | 13F-HR | 02 May 2025, 09:28 |
| Q4 2024 | 86 | $133,206,167 | +$12,931,888 | -$5,824,430 | +$7,107,458 | SDVY, DGRW, DBEF, AIRR, DBMF | 13F-HR | 29 Jan 2025, 14:29 |
| Q3 2024 | 92 | $126,977,824 | +$26,375,640 | -$23,000,307 | +$3,375,333 | DGRW, SDVY, DBEF, AIRR, DBMF | 13F-HR | 29 Jan 2025, 14:27 |
| Q2 2024 | 86 | $118,795,500 | +$34,885,648 | -$39,470,541 | -$4,584,893 | DGRW, CALF, DBEF, DBMF, AIRR | 13F-HR | 29 Jan 2025, 14:21 |
| Q1 2024 | 83 | $124,780,755 | +$35,882,358 | -$29,923,514 | +$5,958,844 | CALF, DGRW, SSUS, ICOW, DBMF | 13F-HR | 29 Jan 2025, 14:18 |
| Q4 2023 | 60 | $112,098,932 | +$37,937,149 | -$3,899,464 | +$34,037,685 | CALF, IWR, DGRW, GCOW, SSUS | 13F-HR | 29 Jan 2025, 14:16 |
| Q3 2023 | 49 | $72,610,738 | +$17,082,816 | -$15,915,507 | +$1,167,309 | CALF, GCOW, SSUS, DBMF, EDV | 13F-HR | 29 Jan 2025, 14:14 |
| Q2 2023 | 48 | $73,396,112 | +$1,466,845 | -$17,010,463 | -$15,543,618 | CALF, GCOW, MUB, DBMF, EDV | 13F-HR | 29 Jan 2025, 14:12 |
| Q1 2023 | 46 | $87,087,977 | +$3,396,411 | -$3,856,549 | -$460,138 | GCOW, CALF, MUB, EDV, XLV | 13F-HR | 29 Jan 2025, 14:09 |
| Q4 2022 | 45 | $84,271,240 | +$37,051,356 | -$30,020,240 | +$7,031,116 | GCOW, CALF, MUB, XLV, DBMF | 13F-HR | 29 Jan 2025, 11:30 |
| Q3 2022 | 187 | $75,709,000 | +$11,305,419 | -$1,624,997 | +$9,680,422 | IWB, CALF, DBC, EDV, CME | 13F-HR | 08 Nov 2022, 11:02 |
| Q2 2022 | 164 | $69,532,000 | +$1,836,679 | -$10,018,811 | -$8,182,132 | IWB, CALF, DBC, CME, ICE | 13F-HR | 01 Aug 2022, 15:41 |
| Q1 2022 | 171 | $88,507,000 | +$45,182,889 | -$19,708,234 | +$25,474,655 | IWB, CALF, ARKK, COIN, DBC | 13F-HR | 13 May 2022, 12:24 |
| Q4 2021 | 169 | $66,376,000 | +$2,266,796 | -$749,909 | +$1,516,887 | IWB, IWN, AAPL, ARKK, MSFT | 13F-HR | 24 Jan 2022, 11:30 |
| Q3 2021 | 171 | $72,388,000 | +$941,003 | -$479,136 | +$461,867 | IWB, IWN, ICE, CME, AAPL | 13F-HR | 01 Nov 2021, 21:04 |
| Q2 2021 | 161 | $73,893,000 | +$13,826,044 | -$860,332 | +$12,965,712 | IWB, IWN, ICE, CME, AAPL | 13F-HR | 16 Aug 2021, 12:24 |
| Q1 2021 | 164 | $57,941,000 | +$21,380,827 | -$1,268,564 | +$20,112,263 | IWB, IWN, AAPL, AMZN, MO | 13F-HR | 17 May 2021, 19:25 |
| Q4 2020 | 155 | $35,841,000 | $0 | $0 | $0 | IWB, AAPL, AMZN, DIS, SBUX | 13F-HR | 01 Mar 2021, 20:48 |