Sage Advisory Services, Ltd.Co.

Q4 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    45

  • Value ($000)

    $183,586

  • Date Filed
    01/28/2026
  • Form type
    13F-HR
  • CIK
    0001534378
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$23.65M
13 %

34,523

KRE

SPDR SERIES TRUST

STATE STREET SPD
$15.14M
8 %

141,848

SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$12.58M
7 %

283,259

---

SPDR SERIES TRUST

STATE STREET SPD
$10.95M
6 %

345,547

JMBS

JANUS DETROIT STR TR

HENDERSON MTG
$10.57M
6 %

231,243

IEFA

ISHARES TR

CORE MSCI EAFE
$10.17M
6 %

113,654

FLBL

FRANKLIN TEMPLETON ETF TR

SENIOR LOAN ETF
$9.12M
5 %

389,587

USHY

ISHARES TR

BROAD USD HIGH
$8.57M
5 %

229,109

IJR

ISHARES TR

CORE S&P SCP ETF
$7.29M
4 %

60,625

IEMG

ISHARES INC

CORE MSCI EMKT
$5.59M
3 %

83,202

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