Sage Financial Management Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Sage Financial Management Group, Inc. reported 56 stock positions worth $275.5 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 18.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 14.1%) and Vanguard Ftse All-World Ex-U (VEU, 9.9%). Compared with Q4 2024, it opened 2 new positions, added to 12 and reduced 25. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +5%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001762086
- Portfolio Value
- $275.5M (Q1 2025)
- SEC Filing
- 0001762086-25-000003 ↗ filed Apr 23, 2025
Holdings Value
Holdings 56 stocks · $275.5M
| BIV Vanguard Intermediate-Term B | 18.74% | 674,179 | $51.6M | Add +5.4% |
| IVV iShares Core S&P 500 ETF | 14.08% | 69,053 | $38.8M | Add +9.4% |
| VEU Vanguard Ftse All-World Ex-U | 9.87% | 448,210 | $27.2M | Add +6.6% |
| SCHX Schwab US Large-Cap ETF | 7.24% | 902,778 | $19.9M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.26% | 183,499 | $14.5M | Add +2.3% |
| BSV Vanguard Short-Term Bond ETF | 5.16% | 181,543 | $14.2M | Add +1.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.95% | 135,562 | $10.9M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 3.10% | 16,641 | $8.6M | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 3.04% | 299,268 | $8.4M | Add +7.6% |
| SCHG Schwab US Large-Cap Growth | 2.99% | 328,667 | $8.2M | Reduce -4.0% |
| SCHF Schwab Intl Equity ETF | 2.96% | 412,703 | $8.2M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 2.84% | 95,902 | $7.8M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 2.76% | 59,064 | $7.6M | Reduce -3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.25% | 24,159 | $6.2M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 1.93% | 91,018 | $5.3M | Add +2.8% |
| VSS Vanguard Ftse All Wo X-US SC | 1.79% | 42,744 | $4.9M | Add +5.0% |
| SCHM Schwab US Mid Cap ETF | 1.35% | 141,861 | $3.7M | Reduce -3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.16% | 78,055 | $3.2M | Reduce -1.5% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 24,352 | $2.5M | Reduce -2.6% |
| MDY State Street SPDR S&P Midcap | 0.91% | 4,680 | $2.5M | Reduce -5.0% |
| SCHA Schwab US Small-Cap ETF | 0.71% | 84,036 | $2.0M | Reduce -4.8% |
| MUB iShares National Muni Bond E | 0.60% | 15,775 | $1.7M | Reduce -3.5% |
| SHW The Sherwin-Williams Co. | 0.59% | 4,683 | $1.6M | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.54% | 30,363 | $1.5M | Add +9.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.52% | 61,886 | $1.4M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 2,421 | $898K | No change |
| IVW iShares S&P 500 Growth ETF | 0.31% | 9,060 | $841K | Reduce -0.7% |
| AAPL Apple Inc. | 0.28% | 3,513 | $780K | No change |
| MSFT Microsoft Corp. | 0.28% | 2,071 | $777K | No change |
| SUB iShares Short-Term National | 0.24% | 6,244 | $659K | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,157 | $647K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.23% | 5,065 | $644K | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 3,302 | $570K | No change |
| JNJ Johnson & Johnson | 0.20% | 3,256 | $540K | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.19% | 2,165 | $511K | Reduce -9.6% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.15% | 17,535 | $403K | No change |
| CB Chubb Ltd. | 0.14% | 1,300 | $393K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,570 | $390K | Add +4.7% |
| VGSH Vanguard Short-Term Treasury | 0.14% | 6,345 | $372K | Reduce -2.6% |
| USXF iShares ESG Advance MSCI USA | 0.13% | 7,930 | $370K | Add +96.1% |
| JPM JPMorgan Chase & Co. | 0.13% | 1,507 | $370K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 4,872 | $328K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 3,160 | $324K | Reduce -23.9% |
| XLP SS Consumer Staples Sel Sect | 0.12% | 3,888 | $318K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 3,573 | $304K | Reduce -12.0% |
| ABBV Abbvie Inc. | 0.11% | 1,393 | $292K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 1,465 | $273K | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 6,162 | $269K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.09% | 1,888 | $235K | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 919 | $231K | No change |
| MA Mastercard Inc. Class A | 0.08% | 403 | $221K | No change |
| KO The Coca-Cola Co. | 0.08% | 3,016 | $216K | New |
| PG The Procter & Gamble Co. | 0.08% | 1,267 | $216K | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.08% | 1,126 | $214K | No change |
| IVE iShares S&P 500 Value ETF | 0.08% | 1,084 | $207K | No change |
| PEP Pepsico Inc. | 0.07% | 1,363 | $204K | Reduce -0.7% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Reduce -4.0% | 2.99% | −0.55 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.2% | 7.24% | −0.53 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 3.10% | −0.25 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.4% | 2.25% | −0.19 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.5% | 1.16% | −0.16 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.1% | 1.35% | −0.15 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.6% | 0.92% | −0.14 |
| MDY State Street SPDR S&P Midcap | Reduce -5.0% | 0.91% | −0.13 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.8% | 0.71% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.4% | 2.76% | −0.12 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -23.9% | 0.12% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -3.5% | 0.60% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.7% | 0.31% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -3.1% | 0.23% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Reduce -12.0% | 0.11% | −0.02 |
| UNP Union Pacific Corp. | Reduce -9.6% | 0.19% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.6% | 0.09% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.6% | 0.14% | −0.01 |
| SUB iShares Short-Term National | Reduce -0.3% | 0.24% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.07% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.3% | 0.52% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.08% | −0.00 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.20% | +0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 2.96% | +0.13 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 2.84% | +0.16 |
Portfolio Buys Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Add +5.4% | 18.74% | +1.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.6% | 9.87% | +0.93 |
| IVV iShares Core S&P 500 ETF | Add +9.4% | 14.08% | +0.32 |
| SCHD Schwab US DVD Equity ETF | Add +7.6% | 3.04% | +0.22 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.12% | +0.12 |
| KO The Coca-Cola Co. | New | 0.08% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.3% | 5.26% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.0% | 1.79% | +0.07 |
| USXF iShares ESG Advance MSCI USA | Add +96.1% | 0.13% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +9.1% | 0.54% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +1.2% | 5.16% | +0.02 |
| IBM Intl Business Machines Corp. | Add +4.7% | 0.14% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 1.93% | −0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.7% | 3.95% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $364.0M | IVV, BIV, VEU, BSV, SCHX |
| Q1 2026 | 57 | $325.4M | BIV, IVV, VEU, BSV, SCHX |
| Q4 2025 | 58 | $327.4M | IVV, BIV, VEU, BSV, SCHX |
| Q3 2025 | 56 | $313.2M | IVV, BIV, VEU, SCHX, BSV |
| Q2 2025 | 55 | $289.1M | BIV, IVV, VEU, SCHX, BSV |
| Q1 2025 | 56 | $275.5M | BIV, IVV, VEU, SCHX, VCSH |
| Q4 2024 | 54 | $270.0M | BIV, IVV, VEU, SCHX, VCSH |
| Q3 2024 | 53 | $257.9M | BIV, IVV, VEU, SCHX, VCSH |
| Q2 2024 | 14 | $32.9M | VCSH, SPYG, SPSM, MDY, BNDX |
| Q1 2024 | 53 | $211.2M | IVV, BIV, SCHX, VEU, BSV |