Sage Financial Management Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Sage Financial Management Group, Inc. reported 55 stock positions worth $289.1 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 16.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.5%) and Vanguard Ftse All-World Ex-U (VEU, 9.9%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 8 and reduced 29. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +49%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001762086
- Portfolio Value
- $289.1M (Q2 2025)
- SEC Filing
- 0001762086-25-000004 ↗ filed Jul 21, 2025
Holdings Value
Holdings 55 stocks · $289.1M
| BIV Vanguard Intermediate-Term B | 16.07% | 600,438 | $46.4M | Reduce -10.9% |
| IVV iShares Core S&P 500 ETF | 15.54% | 72,349 | $44.9M | Add +4.8% |
| VEU Vanguard Ftse All-World Ex-U | 9.85% | 423,761 | $28.5M | Reduce -5.5% |
| SCHX Schwab US Large-Cap ETF | 8.19% | 968,329 | $23.7M | Add +7.3% |
| BSV Vanguard Short-Term Bond ETF | 7.38% | 271,146 | $21.3M | Add +49.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.09% | 124,068 | $11.8M | Reduce -8.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.59% | 130,493 | $10.4M | Reduce -28.9% |
| EFA iShares MSCI Eafe ETF | 3.36% | 108,709 | $9.7M | Add +13.3% |
| SCHG Schwab US Large-Cap Growth | 3.19% | 315,531 | $9.2M | Reduce -4.0% |
| SCHF Schwab Intl Equity ETF | 2.99% | 391,711 | $8.7M | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 2.97% | 15,105 | $8.6M | Reduce -9.2% |
| VYM Vanguard High DVD Yield ETF | 2.86% | 61,995 | $8.3M | Add +5.0% |
| SCHD Schwab US DVD Equity ETF | 2.60% | 283,956 | $7.5M | Reduce -5.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.28% | 23,093 | $6.6M | Reduce -4.4% |
| VSS Vanguard Ftse All Wo X-US SC | 1.82% | 39,205 | $5.3M | Reduce -8.3% |
| IJH iShares Core S&P Midcap ETF | 1.69% | 78,826 | $4.9M | Reduce -13.4% |
| SCHM Schwab US Mid Cap ETF | 1.34% | 138,064 | $3.9M | Reduce -2.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.02% | 69,010 | $2.9M | Reduce -11.6% |
| MDY State Street SPDR S&P Midcap | 0.85% | 4,356 | $2.5M | Reduce -6.9% |
| IJR iShares Core S&P Small-Cap E | 0.73% | 19,301 | $2.1M | Reduce -20.7% |
| SCHA Schwab US Small-Cap ETF | 0.68% | 77,293 | $2.0M | Reduce -8.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.59% | 34,655 | $1.7M | Add +14.1% |
| SHW The Sherwin-Williams Co. | 0.56% | 4,683 | $1.6M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 3,595 | $1.6M | Add +48.5% |
| MUB iShares National Muni Bond E | 0.48% | 13,343 | $1.4M | Reduce -15.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.46% | 57,283 | $1.3M | Reduce -7.4% |
| MSFT Microsoft Corp. | 0.36% | 2,071 | $1.0M | No change |
| IVW iShares S&P 500 Growth ETF | 0.34% | 8,920 | $982K | Reduce -1.6% |
| AAPL Apple Inc. | 0.25% | 3,513 | $721K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,157 | $715K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.24% | 4,588 | $690K | Reduce -9.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 3,302 | $584K | No change |
| UNP Union Pacific Corp. | 0.17% | 2,165 | $498K | No change |
| JNJ Johnson & Johnson | 0.17% | 3,256 | $497K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,570 | $463K | No change |
| EEM iShares MSCI Emerging Market | 0.16% | 9,527 | $460K | Add +54.6% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,507 | $437K | No change |
| USXF iShares ESG Advance MSCI USA | 0.15% | 7,884 | $425K | Reduce -0.6% |
| CB Chubb Ltd. | 0.13% | 1,300 | $377K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,345 | $376K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 4,804 | $358K | Reduce -1.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 3,029 | $352K | Reduce -4.2% |
| VGSH Vanguard Short-Term Treasury | 0.12% | 5,879 | $346K | Reduce -7.3% |
| SUB iShares Short-Term National | 0.12% | 3,172 | $337K | Reduce -49.2% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 3,293 | $303K | Reduce -7.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 1,427 | $278K | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.09% | 1,393 | $259K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.09% | 10,605 | $254K | Reduce -39.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.09% | 1,888 | $251K | No change |
| AMZN Amazon.com Inc. | 0.09% | 1,126 | $247K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 877 | $243K | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.08% | 403 | $226K | No change |
| KO The Coca-Cola Co. | 0.07% | 3,016 | $213K | No change |
| IVE iShares S&P 500 Value ETF | 0.07% | 1,084 | $212K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,267 | $202K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BIV Vanguard Intermediate-Term B | Reduce -10.9% | 16.07% | −2.67 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -28.9% | 3.59% | −1.67 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.1% | 2.60% | −0.43 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.4% | 1.69% | −0.24 |
| IJR iShares Core S&P Small-Cap E | Reduce -20.7% | 0.73% | −0.19 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -11.6% | 1.02% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -9.2% | 2.97% | −0.14 |
| SUB iShares Short-Term National | Reduce -49.2% | 0.12% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -15.4% | 0.48% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.12 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -7.4% | 0.46% | −0.06 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Reduce -39.5% | 0.09% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -6.9% | 0.85% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -8.0% | 0.68% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.3% | 0.12% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.5% | 9.85% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.7% | 1.34% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.8% | 0.10% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.6% | 0.10% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -4.6% | 0.08% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.2% | 0.12% | +0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -1.4% | 0.12% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -9.4% | 0.24% | +0.00 |
| USXF iShares ESG Advance MSCI USA | Reduce -0.6% | 0.15% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.4% | 2.28% | +0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -8.3% | 1.82% | +0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -5.1% | 2.99% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 0.34% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -8.5% | 4.09% | +0.14 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.0% | 3.19% | +0.20 |
Portfolio Buys Q1 2025 → Q2 2025
| BSV Vanguard Short-Term Bond ETF | Add +49.4% | 7.38% | +2.22 |
| IVV iShares Core S&P 500 ETF | Add +4.8% | 15.54% | +1.46 |
| SCHX Schwab US Large-Cap ETF | Add +7.3% | 8.19% | +0.95 |
| EFA iShares MSCI Eafe ETF | Add +13.3% | 3.36% | +0.52 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +48.5% | 0.55% | +0.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.13% | +0.13 |
| VYM Vanguard High DVD Yield ETF | Add +5.0% | 2.86% | +0.09 |
| EEM iShares MSCI Emerging Market | Add +54.6% | 0.16% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +14.1% | 0.59% | +0.06 |
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 |