Sagace Wealth Management LLC
Q1 2025 13F Holdings
- Locationst. petersburg, FL
- Num holdings
63
- Value ($000)
$132,422
- Date Filed04/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $10.23 M | 8 % | 125,096 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.80 M | 7 % | 34,046 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $8.35 M | 6 % | 202,961 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6.43 M | 5 % | 37,132 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $5.29 M | 4 % | 67,000 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $5.05 M | 4 % | 22,764 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $4.99 M | 4 % | 125,708 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.93 M | 4 % | 96,971 | ||
VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | $4.22 M | 3 % | 22,333 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.01 M | 3 % | 7,801 |
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