Sagace Wealth Management LLC
Q3 2025 13F Holdings
- Locationst. petersburg, FL
- Num holdings
65
- Value ($000)
$147,152
- Date Filed10/15/2025
- Form type13F-HR
- CIK0002027449
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.93 M | 7 % | 118,081 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.83 M | 6 % | 30,046 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $7.38 M | 5 % | 95,037 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6.79 M | 5 % | 35,771 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $6.37 M | 4 % | 81,547 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.12 M | 4 % | 85,435 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $4.86 M | 3 % | 180,391 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $4.77 M | 3 % | 16,246 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $4.76 M | 3 % | 64,789 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.75 M | 3 % | 7,757 |
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