Sageguard Financial Group, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    goodlettsville, TN
  • CIK
    0001861378
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

177

$628.32M
AAPL, NVDA, MSFT, WMT
13F-HR
Jan 27, 2026
000208585326000111

15

$6.37M
KRE, SPDW, KRE, SPEM
13F-HR
Nov 15, 2021
000186137821000004

138

$220.27M
AMZN, PPA, VANGUARD WORLD FDS, AAPL
13F-HR
Aug 16, 2021
000186137821000003

131

$214.85M
AMZN, DUK, AAPL, PPA
13F-HR
May 17, 2021
000186137821000002

123

$207.66M
AMZN, DUK, MRK, AAPL
13F-HR
May 14, 2021
000186137821000001