SageView Advisory Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1914558
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.1B
Holdings
615
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SageView Advisory Group, LLC disclosed 615 positions worth $3.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 48 new positions and exited 21 and a full exit from $CBRE. The portfolio is most concentrated in Other (81.1% of disclosed assets). All figures are sourced directly from SageView Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1914558.
AI Fund Analysis
DiversifyingISHARES TR - CORE US AGGBD
11.5% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
9.6% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
8.1% weight
Held 10 quarters
SCHWAB STRATEGIC TR - INTL
5.7% weight
Held 9 quarters
VANGUARD INDEX FDS - EXTEN
5.2% weight
Held 10 quarters
PIMCO ETF TR - INTER MUN B
8 quarters accumulating
$INTC7 quarters accumulating
PGIM ETF TR - PGIM ULTRA S
7 quarters accumulating
PIMCO ETF TR - ENHAN SHRT
7 quarters accumulating
ISHARES TR - FLTG RATE NT
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE US AGGBD ET
—Quality
$349.7M3,533,005 shVANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
—Quality
$293.9M2,764,707 shVANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—Quality
$246.9M1,931,426 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$173.3M6,255,699 shVANGUARD INDEX FDS - EXTEND MKT ETF
—Quality
$157.2M638,507 shSCHWAB STRATEGIC TR - EMRG MKTEQ ETF
—Quality
$114.9M3,169,433 shISHARES TR - CORE INTL AGGR
—Quality
$102.4M2,023,152 shISHARES TR - GLOBAL REIT ETF
—Quality
$89.5M3,241,966 shSCHWAB STRATEGIC TR - INTL SCEQT ETF
—Quality
$82.0M1,703,083 shISHARES TR - CORE S&P500 ETF
—Quality
$70.1M93,564 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE US AGGBD ET | — | $349.7M | 3,533,005 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $293.9M | 2,764,707 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $246.9M | 1,931,426 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $173.3M | 6,255,699 |
| VANGUARD INDEX FDS - EXTEND MKT ETF | — | $157.2M | 638,507 |
| SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $114.9M | 3,169,433 |
| ISHARES TR - CORE INTL AGGR | — | $102.4M | 2,023,152 |
| ISHARES TR - GLOBAL REIT ETF | — | $89.5M | 3,241,966 |
| SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $82.0M | 1,703,083 |
| ISHARES TR - CORE S&P500 ETF | — | $70.1M | 93,564 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SageView Advisory Group, LLC's 615 positions.
Showing top 10 of 615 holdings.
Sector Allocation
Other
$2.5B
Technology
$248.3M
Financials
$87.8M
Consumer Discretionary
$50.8M
Healthcare
$50.3M
Industrials
$46.2M
Consumer Staples
$29.5M
Materials
$18.2M
Top Holdings — SageView Advisory Group, LLC (Q2 2026)
Top 150 of 615 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE US AGGBD ET | $349.7M | 11.5% | -5% | — |
| 2 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $293.9M | 9.6% | -7% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $246.9M | 8.1% | -6% | — |
| 4 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $173.3M | 5.7% | -5% | — |
| 5 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $157.2M | 5.2% | -5% | — |
| 6 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $114.9M | 3.8% | -6% | — |
| 7 | — | ISHARES TR - CORE INTL AGGR | $102.4M | 3.4% | -8% | — |
| 8 | — | ISHARES TR - GLOBAL REIT ETF | $89.5M | 2.9% | -4% | — |
| 9 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $82.0M | 2.7% | -4% | — |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $70.1M | 2.3% | +113% | — |
| 11 |  $AAPL | Apple Inc. | $51.1M | 1.7% | -1% | 76.4 |
| 12 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $44.1M | 1.4% | +388% | — |
| 13 |  $NVDA | NVIDIA CORP | $29.1M | 0.9% | -3% | 85.9 |
| 14 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $28.4M | 0.9% | -8% | — |
| 15 | — | ISHARES TR - NATIONAL MUN ETF | $27.0M | 0.9% | -5% | — |
| 16 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $25.8M | 0.8% | +655% | — |
| 17 | — | ISHARES TR - JPMORGAN USD EMG | $24.7M | 0.8% | -6% | — |
| 18 |  $MSFT | MICROSOFT CORP | $22.5M | 0.7% | -4% | 79.8 |
| 19 | — | ISHARES INC - CORE MSCI EMKT | $20.0M | 0.7% | +97% | — |
| 20 |  $GOOG | Alphabet Inc. | $19.4M | 0.6% | -1% | 78.2 |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $19.2M | 0.6% | -2% | — |
| 22 | — | ISHARES TR - CORE MSCI EAFE | $17.5M | 0.6% | -2% | — |
| 23 | — | FLEXSHARES TR - MORNSTAR USMKT | $17.1M | 0.6% | -2% | — |
| 24 | — | ISHARES TR - CORE S&P MCP ETF | $16.3M | 0.5% | +6% | — |
| 25 | — | SPDR SERIES TRUST - ST STR P400MID | $16.0M | 0.5% | +967% | — |
| 26 |  $AMZN | AMAZON COM INC | $15.7M | 0.5% | -0% | 68.7 |
| 27 |  $PG | PROCTER & GAMBLE Co | $13.5M | 0.4% | -0% | 64.6 |
| 28 |  $LLY | ELI LILLY & Co | $13.3M | 0.4% | -3% | 87.5 |
| 29 | — | VANGUARD WORLD FD - ESG US STK ETF | $13.2M | 0.4% | +1% | — |
| 30 |  $JPM | JPMORGAN CHASE & CO | $12.4M | 0.4% | -1% | 70.7 |
| 31 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $12.0M | 0.4% | -4% | — |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $11.3M | 0.4% | +0% | 70.3 |
| 33 | — | VANGUARD WORLD FD - ESG US CORP BD | $11.1M | 0.4% | +1% | — |
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $11.0M | 0.4% | -1% | — |
| 35 | — | INNOVATOR ETFS TRUST - EQUI DU DI OCTO | $10.9M | 0.4% | -4% | — |
| 36 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $10.7M | 0.3% | -4% | — |
| 37 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $10.5M | 0.3% | +138% | — |
| 38 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $10.3M | 0.3% | -4% | — |
| 39 | — | INNOVATOR ETFS TRUST - EQUI DUAL 15 DEC | $10.2M | 0.3% | -4% | — |
| 40 |  $AVGO | Broadcom Inc. | $10.2M | 0.3% | -3% | 84.5 |
| 41 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $10.1M | 0.3% | +1% | — |
| 42 |  $META | Meta Platforms, Inc. | $9.7M | 0.3% | +243% | 79.6 |
| 43 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $8.7M | 0.3% | -1% | — |
| 44 | — | SPDR SERIES TRUST - ST STR P500ETF | $8.7M | 0.3% | +539% | — |
| 45 | $META | Meta Platforms, Inc. | $8.7M | 0.3% | -13% | 79.6 |
| 46 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $8.4M | 0.3% | +770% | — |
| 47 | — | INNOVATOR ETFS TRUST - INNOVATOR INTER | $8.0M | 0.3% | -4% | — |
| 48 | — | INNOVATOR ETFS TRUST - INTERNATIONAL DV | $8.0M | 0.3% | -4% | — |
| 49 | — | INNOVATOR ETFS TRUST - INNOVATOR INTL D | $7.9M | 0.3% | -4% | — |
| 50 | — | ISHARES TR - SHRT NAT MUN ETF | $7.5M | 0.3% | -1% | — |
| 51 |  $SPY | SPDR S&P 500 ETF TRUST | $7.4M | 0.2% | -1% | — |
| 52 | — | BNY MELLON ETF TRUST II - MUNICIPAL SHT DU | $6.9M | 0.2% | -2% | — |
| 53 | — | ISHARES TR - MSCI USA MIN ETF | $6.9M | 0.2% | -1% | — |
| 54 | — | BNY MELLON ETF TRUST II - MUNICIPAL INTER | $6.9M | 0.2% | +1% | — |
| 55 |  $CSW | CSW INDUSTRIALS, INC. | $6.9M | 0.2% | -11% | 61.8 |
| 56 |  $STT | STATE STREET CORP | $6.8M | 0.2% | +1000% | 71.5 |
| 57 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $6.7M | 0.2% | -9% | — |
| 58 |  $HD | HOME DEPOT, INC. | $6.6M | 0.2% | -2% | 60.3 |
| 59 | — | ISHARES TR - RUS TOP 200 ETF | $6.6M | 0.2% | -1% | — |
| 60 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.6M | 0.2% | +716% | — |
| 61 |  $TSLA | Tesla, Inc. | $6.6M | 0.2% | -2% | 53.9 |
| 62 | — | ISHARES TR - RUS MID CAP ETF | $6.5M | 0.2% | +5% | — |
| 63 | — | VANGUARD STAR FDS - VG TL INTL STK F | $6.4M | 0.2% | -1% | — |
| 64 | — | FLEXSHARES TR - M STAR DEV MKT | $6.3M | 0.2% | -0% | — |
| 65 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $6.3M | 0.2% | +1704% | — |
| 66 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.2M | 0.2% | -1% | 73.8 |
| 67 | — | BNY MELLON ETF TRUST II - MUN OPPTYS ETF | $6.2M | 0.2% | -1% | — |
| 68 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $6.1M | 0.2% | -5% | — |
| 69 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $6.1M | 0.2% | -5% | — |
| 70 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $6.1M | 0.2% | +635% | — |
| 71 | — | ISHARES TR - CORE S&P SCP ETF | $6.1M | 0.2% | -0% | — |
| 72 |  $ADSK | Autodesk, Inc. | $6.0M | 0.2% | -0% | 78.6 |
| 73 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $5.9M | 0.2% | -5% | — |
| 74 | — | VANGUARD INDEX FDS - SMALL CP ETF | $5.8M | 0.2% | -4% | — |
| 75 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $5.8M | 0.2% | +991% | — |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $5.7M | 0.2% | +14% | 79.8 |
| 77 |  $XOM.R34088 | EXXON MOBIL CORP | $5.5M | 0.2% | -6% | 57.9 |
| 78 | — | ISHARES TR - MSCI USA QLT FCT | $5.5M | 0.2% | -0% | — |
| 79 |  $SRE | SEMPRA | $5.5M | 0.2% | -3% | 41.9 |
| 80 |  $V | VISA INC. | $5.1M | 0.2% | -6% | 82.9 |
| 81 |  $TXN | TEXAS INSTRUMENTS INC | $5.0M | 0.2% | +1% | 73.4 |
| 82 |  $MU | MICRON TECHNOLOGY INC | $5.0M | 0.2% | -8% | 86.2 |
| 83 | — | ISHARES INC - MSCI EMRG CHN | $5.0M | 0.2% | -0% | — |
| 84 |  $JNJ | JOHNSON & JOHNSON | $5.0M | 0.2% | -7% | 69 |
| 85 |  $ARDT | Ardent Health, Inc. | $4.7M | 0.1% | -25% | 57.1 |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.7M | 0.1% | +0% | — |
| 87 |  $WMT | Walmart Inc. | $4.7M | 0.1% | -2% | 60.2 |
| 88 |  $GOOGL | Alphabet Inc. | $4.7M | 0.1% | -3% | 78.2 |
| 89 | — | ISHARES TR - ESG MSCI KLD ETF | $4.6M | 0.1% | -17% | — |
| 90 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.5M | 0.1% | +6% | 66.2 |
| 91 |  $PM | Philip Morris International Inc. | $4.5M | 0.1% | -1% | 75.9 |
| 92 | — | ISHARES TR - ESG AWR US AGRGT | $4.4M | 0.1% | -1% | — |
| 93 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.4M | 0.1% | +488% | — |
| 94 | — | ISHARES TR - 0-5YR HI YL CP | $4.4M | 0.1% | +1% | — |
| 95 | — | ISHARES TR - ISHS 5-10YR INVT | $4.3M | 0.1% | -2% | — |
| 96 | $INTC | INTEL CORP | $4.3M | 0.1% | +8% | 45.6 |
| 97 | — | ISHARES INC - MSCI EURZONE ETF | $4.2M | 0.1% | +35% | — |
| 98 |  $MCD | MCDONALDS CORP | $4.2M | 0.1% | -5% | 69 |
| 99 | — | INNOVATOR ETFS TRUST - EMERGING MKT PWR | $4.1M | 0.1% | -5% | — |
| 100 |  $GS | GOLDMAN SACHS GROUP INC | $4.1M | 0.1% | +1% | 73.5 |
| 101 |  $ABBV | AbbVie Inc. | $4.1M | 0.1% | -14% | 72.6 |
| 102 | — | INNOVATOR ETFS TRUST - EMRGNG MKT JAN | $4.1M | 0.1% | -4% | — |
| 103 |  $GE | GENERAL ELECTRIC CO | $4.0M | 0.1% | +0% | 73.8 |
| 104 | — | AMERICAN CENTY ETF TR - US EQT ETF | $3.9M | 0.1% | -0% | — |
| 105 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.9M | 0.1% | -3% | — |
| 106 | — | ISHARES TR - MSCI USA MMENTM | $3.9M | 0.1% | -1% | — |
| 107 | — | ISHARES TR - ESG OPTIMIZED | $3.9M | 0.1% | -14% | — |
| 108 |  $UNH | UNITEDHEALTH GROUP INC | $3.8M | 0.1% | -5% | 62.7 |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.7M | 0.1% | -6% | 67.6 |
| 110 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $3.6M | 0.1% | -5% | — |
| 111 |  $GEV | GE Vernova Inc. | $3.6M | 0.1% | +2% | 81.1 |
| 112 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.6M | 0.1% | +3% | — |
| 113 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $3.6M | 0.1% | -0% | — |
| 114 | — | VANGUARD INDEX FDS - VALUE ETF | $3.5M | 0.1% | -2% | — |
| 115 | — | ISHARES TR - IBOXX HI YD ETF | $3.5M | 0.1% | -1% | — |
| 116 |  $GLW | CORNING INC /NY | $3.5M | 0.1% | -12% | 73.7 |
| 117 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $3.4M | 0.1% | -9% | — |
| 118 | — | PGIM ETF TR - PGIM ULTRA SH BD | $3.3M | 0.1% | +20% | — |
| 119 |  $MRK | Merck & Co., Inc. | $3.2M | 0.1% | +8% | 59.9 |
| 120 | — | PIMCO ETF TR - INTER MUN BD ACT | $3.1M | 0.1% | +1% | — |
| 121 | — | ISHARES TR - CORE MSCI TOTAL | $3.1M | 0.1% | +0% | — |
| 122 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $3.1M | 0.1% | -1% | — |
| 123 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $3.0M | 0.1% | -3% | — |
| 124 | — | ISHARES TR - ESG AW MSCI EAFE | $3.0M | 0.1% | -18% | — |
| 125 |  $CVX | CHEVRON CORP | $2.9M | 0.1% | -4% | 62.8 |
| 126 |  $TT | Trane Technologies plc | $2.9M | 0.1% | -27% | — |
| 127 | — | ISHARES TR - RUSSELL 2000 ETF | $2.8M | 0.1% | +1% | — |
| 128 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $2.8M | 0.1% | -6% | — |
| 129 |  $PANW | Palo Alto Networks Inc | $2.7M | 0.1% | +0% | 65.5 |
| 130 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $2.7M | 0.1% | -9% | — |
| 131 |  $AMAT | APPLIED MATERIALS INC /DE | $2.7M | 0.1% | -7% | 72.3 |
| 132 |  $PWR | QUANTA SERVICES, INC. | $2.6M | 0.1% | -3% | 72.1 |
| 133 |  $TJX | TJX COMPANIES INC /DE/ | $2.6M | 0.1% | -1% | 68.7 |
| 134 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $2.5M | 0.1% | -2% | — |
| 135 | — | ISHARES INC - MSCI JAPAN ETF | $2.5M | 0.1% | +33% | — |
| 136 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.1% | -5% | 70 |
| 137 |  $MA | Mastercard Inc | $2.5M | 0.1% | -6% | 85.1 |
| 138 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $2.4M | 0.1% | +15% | — |
| 139 |  $ORCL | ORACLE CORP | $2.4M | 0.1% | +15% | 66.2 |
| 140 | — | ISHARES TR - ESG AWARE MSCI | $2.4M | 0.1% | +0% | — |
| 141 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.4M | 0.1% | +164% | — |
| 142 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.4M | 0.1% | +19% | — |
| 143 | — | ISHARES TR - ESG AWR MSCI USA | $2.4M | 0.1% | +0% | — |
| 144 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $2.4M | 0.1% | +40% | — |
| 145 |  $STX | Seagate Technology Holdings plc | $2.4M | 0.1% | +13% | — |
| 146 |  $CAT | CATERPILLAR INC | $2.3M | 0.1% | +3% | 66.5 |
| 147 | — | ISHARES TR - MSCI USA VALUE | $2.3M | 0.1% | +0% | — |
| 148 | — | ISHARES TR - FLTG RATE NT ETF | $2.2M | 0.1% | +28% | — |
| 149 |  $KO | COCA COLA CO | $2.2M | 0.1% | +0% | 69.5 |
| 150 |  $D | DOMINION ENERGY, INC | $2.1M | 0.1% | -4% | 69.9 |
New Positions (48)
SPDR SERIES TRUST - ST STR R1K YLD$1.0M
$RSG REPUBLIC SERVICES, INC.$1.0M SPDR SERIES TRUST - ST STR SP600 SML$922,563
VANGUARD WHITEHALL FDS - INTL HIGH ETF$779,512
BNY MELLON ETF TRUST - CORE BOND ETF$730,308
$HONA Honeywell Aerospace Inc.$717,737 AMERICAN CENTY ETF TR - AVANTIS EMGMKT$671,474
ISHARES TR - IBONDS 26 TRM TS$410,212
$IRM IRON MOUNTAIN INC$381,000
$UTZ Utz Brands, Inc.$353,623 ISHARES INC - EM MKTS DIV ETF$338,222
$BE Bloom Energy Corp$326,311
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$319,721
$ASX ASE Technology Holding Co., Ltd.$316,066
$STM STMicroelectronics N.V.$310,195Exited Positions (21)
$CBRE CBRE GROUP, INC.
$ABNB Airbnb, Inc. ISHARES TR - INTRM GOV CR ETF
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$DOW DOW INC.
$COR Cencora, Inc.
$DASH DoorDash, Inc.
$SPOT Spotify Technology S.A.
$AME AMETEK INC/
$SLV iShares Silver Trust
$VIAV VIAVI SOLUTIONS INC.
$SNOW Snowflake Inc.
$FOX Fox Corp
$APP AppLovin Corp
$BSX BOSTON SCIENTIFIC CORPBrowse Top Institutional Investors
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