Sagace Wealth Management LLC
Q4 2025 13F Holdings
- Locationst. petersburg, FL
- Num holdings
67
- Value ($000)
$147,444
- Date Filed02/02/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $10.02M | 7 % | 119,665 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.67M | 6 % | 29,866 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $7.3M | 5 % | 96,236 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6.79M | 5 % | 35,448 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $6.46M | 4 % | 82,895 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.3M | 4 % | 84,837 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $4.84M | 3 % | 64,111 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $4.82M | 3 % | 182,115 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.81M | 3 % | 7,676 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $4.62M | 3 % | 66,490 |
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