Sagace Wealth Management LLC - Portfolio overview

Sagace Wealth Management LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 6.30%
2. VO - VANGUARD INDEX FDS, 5.70%
3. RSP - INVESCO EXCHANGE TRADED FD T, 4.41%

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

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