Sage Financial Management Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Sage Financial Management Group, Inc. reported 57 stock positions worth $325.4 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 15.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.0%) and Vanguard Ftse All-World Ex-U (VEU, 10.2%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 15 and reduced 25. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +4%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001762086
- Portfolio Value
- $325.4M (Q1 2026)
- SEC Filing
- 0001762086-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 57 stocks · $325.4M
| BIV Vanguard Intermediate-Term B | 15.91% | 670,494 | $51.7M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 14.99% | 74,689 | $48.8M | Reduce -0.8% |
| VEU Vanguard Ftse All-World Ex-U | 10.18% | 441,125 | $33.1M | Reduce -1.0% |
| BSV Vanguard Short-Term Bond ETF | 9.10% | 377,685 | $29.6M | Add +6.3% |
| SCHX Schwab US Large-Cap ETF | 7.51% | 952,828 | $24.4M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.53% | 117,386 | $11.5M | Reduce -3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.37% | 138,399 | $11.0M | Add +1.3% |
| EFA iShares MSCI Eafe ETF | 3.20% | 107,174 | $10.4M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 3.07% | 148,012 | $10.0M | Add +2.4% |
| SCHF Schwab Intl Equity ETF | 2.96% | 389,142 | $9.6M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 2.94% | 64,626 | $9.6M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 2.79% | 295,955 | $9.1M | Add +3.7% |
| SCHG Schwab US Large-Cap Growth | 2.74% | 306,537 | $8.9M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 2.56% | 13,942 | $8.3M | Reduce -3.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.08% | 22,621 | $6.8M | Reduce -1.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.86% | 41,591 | $6.1M | Add +1.7% |
| SCHM Schwab US Mid Cap ETF | 1.29% | 135,765 | $4.2M | Reduce -0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.14% | 76,535 | $3.7M | Add +3.1% |
| MDY State Street SPDR S&P Midcap | 0.78% | 4,103 | $2.5M | Reduce -2.2% |
| SCHA Schwab US Small-Cap ETF | 0.70% | 78,752 | $2.3M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 0.69% | 18,159 | $2.3M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.49% | 3,667 | $1.6M | Reduce -5.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.49% | 33,102 | $1.6M | Reduce -4.3% |
| SHW The Sherwin-Williams Co. | 0.46% | 4,676 | $1.5M | No change |
| MUB iShares National Muni Bond E | 0.42% | 12,777 | $1.4M | Reduce -0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.41% | 57,184 | $1.3M | Add +0.4% |
| AAPL Apple Inc. | 0.38% | 4,882 | $1.2M | Add +6.8% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 8,657 | $979K | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.26% | 2,317 | $858K | Add +6.5% |
| JNJ Johnson & Johnson | 0.24% | 3,227 | $789K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,155 | $751K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.21% | 4,404 | $683K | Reduce -4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 3,302 | $648K | No change |
| EEM iShares MSCI Emerging Market | 0.16% | 9,405 | $534K | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.15% | 2,044 | $496K | Reduce -5.6% |
| SUB iShares Short-Term National | 0.15% | 4,626 | $493K | Add +16.9% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,607 | $473K | No change |
| USXF iShares ESG Advance MSCI USA | 0.13% | 7,648 | $422K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 1,413 | $406K | Reduce -6.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 3,326 | $403K | Add +9.8% |
| CB Chubb Ltd. | 0.12% | 1,235 | $403K | Reduce -5.0% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,341 | $385K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,570 | $381K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.11% | 4,574 | $345K | Reduce -5.3% |
| VGSH Vanguard Short-Term Treasury | 0.11% | 5,879 | $344K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 3,293 | $320K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.09% | 1,415 | $307K | No change |
| ABBV Abbvie Inc. | 0.09% | 1,393 | $303K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.09% | 10,605 | $288K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.08% | 1,786 | $258K | Reduce -1.5% |
| GLD SPDR Gold Shares | 0.08% | 587 | $253K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 1,423 | $241K | New |
| IVE iShares S&P 500 Value ETF | 0.07% | 1,071 | $226K | No change |
| KO The Coca-Cola Co. | 0.07% | 2,891 | $220K | Reduce -4.1% |
| AMZN Amazon.com Inc. | 0.06% | 993 | $207K | Reduce -5.3% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,434 | $203K | Add +2.5% |
| MA Mastercard Inc. Class A | 0.06% | 403 | $201K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 14.99% | −0.75 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.5% | 3.53% | −0.43 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.5% | 2.74% | −0.32 |
| VOO Vanguard S&P 500 ETF | Reduce -3.3% | 2.56% | −0.20 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.0% | 2.08% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.7% | 0.49% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 0.30% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.0% | 0.21% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -4.3% | 0.49% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 0.06% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.5% | 0.12% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -5.3% | 0.11% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -0.6% | 0.42% | −0.00 |
| UNP Union Pacific Corp. | Reduce -5.6% | 0.15% | −0.00 |
| CB Chubb Ltd. | Reduce -5.0% | 0.12% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.5% | 0.08% | +0.00 |
| KO The Coca-Cola Co. | Reduce -4.1% | 0.07% | +0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -2.2% | 0.78% | +0.00 |
| EEM iShares MSCI Emerging Market | Reduce -1.3% | 0.16% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.69% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.9% | 1.29% | +0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 3.20% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.5% | 2.94% | +0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 2.96% | +0.10 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.0% | 10.18% | +0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Add +4.3% | 15.91% | +0.62 |
| BSV Vanguard Short-Term Bond ETF | Add +6.3% | 9.10% | +0.55 |
| SCHD Schwab US DVD Equity ETF | Add +3.7% | 2.79% | +0.40 |
| IJH iShares Core S&P Midcap ETF | Add +2.4% | 3.07% | +0.16 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.1% | 1.14% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.7% | 1.86% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 3.37% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +2.0% | 0.70% | +0.03 |
| SUB iShares Short-Term National | Add +16.9% | 0.15% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +9.8% | 0.12% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.4% | 0.41% | +0.00 |
| AAPL Apple Inc. | Add +6.8% | 0.38% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +2.5% | 0.06% | −0.00 |
| MSFT Microsoft Corp. | Add +6.5% | 0.26% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 7.51% | −0.30 |
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 |