Pacific Sage Partners, LLC

Q3 2025 13F Holdings

  • Location
    edmonds, WA
  • Num holdings

    115

  • Value ($000)

    $598,037

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001936845
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
$97.86 M
16 %

188,938

SCHR
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
$73.47 M
12 %

2,923,563

BINC
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$52.06 M
9 %

977,929

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$37.72 M
6 %

1,620,479

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$31.16 M
5 %

529,421

VTIP
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$31.09 M
5 %

614,052

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$29.83 M
5 %

146,525

SSUS
SSUS

STRATEGY SHS

DAY HAGAN SMART
$17.52 M
3 %

362,700

---

GLOBAL X FDS

SHORT-TERM TREAS
$14.28 M
2 %

283,562

AMZN
AMZN

AMAZON COM INC

COM
$14.17 M
2 %

64,523

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