Sage Investment Advisers LLC - Portfolio overview

Sage Investment Advisers LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.31%
2. IAU - ISHARES GOLD TR, 5.36%
3. VXUS - VANGUARD STAR FDS, 3.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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