Pacific Sage Partners, LLC - Portfolio overview
Pacific Sage Partners, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-04-21.
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
- SCHR - SCHWAB STRATEGIC TR, 13.64%
- MSFT - MICROSOFT CORP, 10.99%
- BINC - BLACKROCK ETF TRUST II, 9.58%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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