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SageView Advisory Group, LLC

Q4 2025 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    2,610

  • Value ($000)

    $2,957,577

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001914558
  • 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
A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$361.94M
12 %

3,623,752

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$272.82M
9 %

2,955,832

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$246.86M
8 %

2,027,559

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$158.95M
5 %

6,611,853

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$135.68M
5 %

648,820

S
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$110.01M
4 %

3,358,935

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$108.55M
4 %

2,170,574

R
REET

ISHARES TR

GLOBAL REIT ETF
46434V647
$81.95M
3 %

3,284,630

S
SCHC

SCHWAB STRATEGIC TR

INTL SCEQT ETF
808524888
$79.86M
3 %

1,754,109

A
AAPL

APPLE INC

COM
037833100
$51.88M
2 %

190,817

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