Sagace Wealth Management Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    st. petersburg, FL
  • CIK
    0002027449
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

67

$147.44M
VCIT, VO, VCLT, RSP
13F-HR
Feb 2, 2026
000202744926000001

65

$147.15M
VCIT, VO, VCLT, RSP
13F-HR
Oct 15, 2025
000202744925000007

62

$133.79M
VCIT, VO, RSP, SRLN
13F-HR
Jul 28, 2025
000202744925000004

63

$132.42M
VCIT, VO, SRLN, RSP
13F-HR
Apr 15, 2025
000202744925000002

60

$133.78M
VCIT, VO, SRLN, RSP
13F-HR
Jan 14, 2025
000202744925000001

61

$129.61M
VCIT, VCLT, XMHQ, VB
13F-HR
Oct 15, 2024
000202744924000002

49

$102.25M
VCIT, VCLT, XMHQ, VB
13F-HR
Jul 23, 2024
000202744924000001