SageGuard Financial Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), SageGuard Financial Group, LLC reported 177 stock positions worth $628.3 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Nvidia (NVDA, 4.2%) and Microsoft (MSFT, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- GOODLETTSVILLE, TN
- CIK
- 0001861378
- Portfolio Value
- $628.3M (Q4 2025)
- SEC Filing
- 0002085853-26-000111 ↗ filed Jan 27, 2026
Holdings Value
Holdings 177 stocks · $628.3M
| AAPL Apple Inc. | 6.27% | 145,017 | $39.4M | — |
| NVDA Nvidia Corp. | 4.18% | 140,756 | $26.3M | — |
| MSFT Microsoft Corp. | 4.10% | 53,297 | $25.8M | — |
| WMT Walmart Inc. | 3.64% | 205,485 | $22.9M | — |
| AMZN Amazon.com Inc. | 3.56% | 96,952 | $22.4M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 3.39% | 366,313 | $21.3M | — |
| GLD SPDR Gold Shares | 3.19% | 50,640 | $20.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.15% | 39,413 | $19.8M | — |
| JEPI JPMorgan Equity Premium Inco | 2.72% | 298,448 | $17.1M | — |
| KO The Coca-Cola Co. | 2.72% | 244,270 | $17.1M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.48% | 455,390 | $15.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.38% | 24,340 | $15.0M | — |
| LMT Lockheed Martin Corp. | 2.21% | 28,652 | $13.9M | — |
| COST Costco Wholesale Corp. | 2.14% | 15,559 | $13.4M | — |
| PGR Progressive Corp. | 2.09% | 57,677 | $13.1M | — |
| GE General Electric filed as GE AEROSPACE | 1.89% | 38,600 | $11.9M | — |
| CL Colgate-Palmolive Co. | 1.85% | 147,445 | $11.7M | — |
| DUK Duke Energy Corp. | 1.81% | 96,850 | $11.4M | — |
| MCD McDonald's Corp. | 1.77% | 36,466 | $11.1M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.55% | 32,951 | $9.8M | — |
| XLF SS Financial Select Sector | 1.53% | 175,657 | $9.6M | — |
| XLP SS Consumer Staples Sel Sect | 1.50% | 120,993 | $9.4M | — |
| META Meta Platforms Inc. Class A | 1.43% | 13,643 | $9.0M | — |
| TMFE Motley Fool Capital Efficie | 1.42% | 305,054 | $8.9M | — |
| CAT Caterpillar Inc. | 1.40% | 15,350 | $8.8M | — |
| CEG Constellation Energy | 1.32% | 23,392 | $8.3M | — |
| STLD Steel Dynamics Inc. | 1.30% | 48,347 | $8.2M | — |
| SPYI Neos S&P 500 High Income ETF | 1.29% | 154,528 | $8.1M | — |
| XOM Exxon Mobil Corp. | 1.29% | 67,215 | $8.1M | — |
| GOOG Alphabet Inc. Class C | 1.22% | 24,373 | $7.6M | — |
| PPA Invesco Aerospace & Defense | 1.09% | 43,596 | $6.8M | — |
| VGT Vanguard Info Tech ETF | 0.94% | 7,856 | $5.9M | — |
| WM Waste Management Inc. | 0.93% | 26,665 | $5.9M | — |
| QQA Invesco QQQ Income Adv ETF | 0.91% | 107,368 | $5.7M | — |
| ET Energy Transfer LP | 0.87% | 332,732 | $5.5M | — |
| T AT&T Inc. | 0.74% | 186,800 | $4.6M | — |
| HCA HCA Healthcare Inc. | 0.73% | 9,801 | $4.6M | — |
| XLK SS Technology Select Sector | 0.68% | 29,799 | $4.3M | — |
| IAU iShares Gold Trust | 0.60% | 46,782 | $3.8M | — |
| EFAA Invesco MSCI Eafe Income Adv | 0.60% | 69,874 | $3.8M | — |
| RSPA Invesco S&P 500 Ew Income Ad | 0.59% | 73,234 | $3.7M | — |
| CVX Chevron Corp. | 0.59% | 24,427 | $3.7M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.58% | 8,103 | $3.7M | — |
| ABBV Abbvie Inc. | 0.53% | 14,556 | $3.3M | — |
| JPM JPMorgan Chase & Co. | 0.52% | 10,175 | $3.3M | — |
| SCHD Schwab US DVD Equity ETF | 0.49% | 113,284 | $3.1M | — |
| VOO Vanguard S&P 500 ETF | 0.49% | 4,867 | $3.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 6,079 | $3.0M | — |
| XLV SS Health Care Select Sector | 0.46% | 18,841 | $2.9M | — |
| BUFT FT Vest Buffered Allocation | 0.43% | 109,629 | $2.7M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.42% | 56,832 | $2.6M | — |
| NOC Northrop Grumman Corp. | 0.40% | 4,434 | $2.5M | — |
| OKE Oneok Inc. | 0.37% | 32,052 | $2.4M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 3 | $2.3M | — |
| QYLD Global X Nasd 100 Cov Call | 0.36% | 127,468 | $2.3M | — |
| COF Capital One Financial Corp. | 0.31% | 8,060 | $2.0M | — |
| IQQQ Proshares NDX High Incom ETF | 0.29% | 41,305 | $1.8M | — |
| ITWO Proshares R2000 Hi Incom ETF | 0.29% | 45,464 | $1.8M | — |
| AVGO Broadcom Inc. | 0.29% | 5,199 | $1.8M | — |
| WES Western Midstream Partners L | 0.28% | 44,999 | $1.8M | — |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.28% | 87,769 | $1.8M | — |
| ISPY Proshares S&P High Incom ETF | 0.28% | 38,653 | $1.8M | — |
| TSLA Tesla Inc. | 0.28% | 3,911 | $1.8M | — |
| HYTI FT VST High YLD & Tar in ETF | 0.28% | 88,644 | $1.8M | — |
| FENY Fidelity MSCI Energy Index | 0.28% | 70,592 | $1.7M | — |
| AXP American Express Co. | 0.28% | 4,715 | $1.7M | — |
| CR Crane Co. | 0.27% | 9,354 | $1.7M | — |
| OHI Omega Healthcare Investors | 0.27% | 37,985 | $1.7M | — |
| GEV GE Vernova Inc. | 0.26% | 2,540 | $1.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 4,950 | $1.7M | — |
| BND Vanguard Total Bond Market | 0.26% | 21,780 | $1.6M | — |
| XLI SS Industrial Select Sector | 0.26% | 10,367 | $1.6M | — |
| AMD Advanced Micro Devices | 0.25% | 7,394 | $1.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 5,129 | $1.6M | — |
| HON Honeywell International Inc. | 0.25% | 7,930 | $1.5M | — |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.24% | 17,038 | $1.5M | — |
| XYLD Global X S&P 500 Cove Call E | 0.24% | 37,596 | $1.5M | — |
| MRK Merck & Co. Inc. | 0.24% | 14,280 | $1.5M | — |
| HD Home Depot Inc. | 0.24% | 4,345 | $1.5M | — |
| LLY Eli Lilly & Co. | 0.22% | 1,258 | $1.4M | — |
| PM Philip Morris International | 0.20% | 7,876 | $1.3M | — |
| RYLD Global X Russell 2000 Cov Class | 0.19% | 77,265 | $1.2M | — |
| KR Kroger Co. | 0.19% | 18,611 | $1.2M | — |
| BUFG FT Vest Buffered Allocation | 0.18% | 40,114 | $1.1M | — |
| SPH Suburban Propane Partners LP | 0.17% | 58,634 | $1.1M | — |
| GRAL Grail Inc. | 0.17% | 12,511 | $1.1M | — |
| JNJ Johnson & Johnson | 0.16% | 4,925 | $1.0M | — |
| BBDC Barings BDC Inc. | 0.16% | 107,212 | $984K | — |
| TMFG Motley Fool Global Opp | 0.16% | 32,364 | $976K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.15% | 13,560 | $969K | — |
| ATO Atmos Energy Corp. | 0.14% | 5,329 | $893K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 1,308 | $892K | — |
| MPLX MPLX LP | 0.14% | 16,679 | $890K | — |
| GOOGL Alphabet Inc. Class A | 0.14% | 2,780 | $870K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 19,066 | $814K | — |
| DVY iShares Select Dividend ETF | 0.12% | 5,477 | $773K | — |
| HSY The Hershey Co. | 0.12% | 4,040 | $735K | — |
| MO Altria Group Inc. | 0.11% | 12,395 | $715K | — |
| MPC Marathon Petroleum Corp. | 0.11% | 4,238 | $689K | — |
| SCHG Schwab US Large-Cap Growth | 0.11% | 20,863 | $681K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.