13F Filings History of Sagace Wealth Management LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$147,019,618
Signature - Title
Dodd M Disler - CEO/CCO
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Sagace Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sagace Wealth Management LLC reported 66 stock holdings with total value $147,019,618 as of Q4 2025. Top holdings included VCIT, VO, VCLT, RSP, and BIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $147,019,618 +$2,251,409 -$1,036,740 +$1,214,669 VCIT, VO, VCLT, RSP, BIV 13F-HR 02 Feb 2026, 15:02
Q3 2025 64 $146,795,793 +$31,538,985 -$23,899,232 +$7,639,753 VCIT, VO, VCLT, RSP, BIV 13F-HR 15 Oct 2025, 13:59
Q2 2025 62 $133,789,302 +$14,441,718 -$20,431,162 -$5,989,444 VCIT, VO, RSP, SRLN, VCSH 13F-HR 28 Jul 2025, 15:01
Q1 2025 62 $132,211,492 +$2,516,791 -$2,571,493 -$54,702 VCIT, VO, SRLN, RSP, VCSH 13F-HR 15 Apr 2025, 17:01
Q4 2024 59 $133,403,998 +$42,367,758 -$33,881,626 +$8,486,132 VCIT, VO, SRLN, RSP, VB 13F-HR 14 Jan 2025, 15:18
Q3 2024 60 $125,633,997 +$23,550,157 -$610,220 +$22,939,937 VCIT, VCLT, XMHQ, VB, SPHQ 13F-HR 15 Oct 2024, 14:10
Q2 2024 48 $101,686,619 $0 $0 $0 VCIT, VCLT, XMHQ, VB, SPHQ 13F-HR 23 Jul 2024, 11:06