SageView Advisory Group, LLC - Portfolio overview

SageView Advisory Group, LLC has 2601 reported holdings in this dataset, with the latest filing dated 2026-02-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 12.20%
2. VONV - VANGUARD SCOTTSDALE FDS, 9.20%
3. VONG - VANGUARD SCOTTSDALE FDS, 8.32%

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

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