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Sage Investment Advisers LLC

Q4 2025 13F Holdings

  • Location
    wappingers falls, NY
  • Num holdings

    86

  • Value ($000)

    $133,397

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0001925418
  • 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
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$18.4M
14 %

29,334

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$6.32M
5 %

77,830

V
V

VISA INC

COM CL A
92826C839
$5.69M
4 %

16,228

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$4.1M
3 %

13,846

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$3.98M
3 %

12,349

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$3.97M
3 %

18,715

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$3.75M
3 %

33,991

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$3.72M
3 %

47,242

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$3.67M
3 %

49,609

C
CHV

CHEVRON CORP NEW

COM
166764100
$3.65M
3 %

23,973

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