Sagace Wealth Management LLC 13F Holdings
CIK 0002027449 · ST. PETERSBURG, FL
As of Sep 30, 2025, Sagace Wealth Management LLC reported 64 positions worth
CIK 0002027449 · ST. PETERSBURG, FL
As of Sep 30, 2025, Sagace Wealth Management LLC reported 64 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 118,081 | $9.9M | 6.75% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 30,046 | $8.8M | 6.00% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 95,037 | $7.4M | 5.01% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 35,771 | $6.8M | 4.61% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 81,547 | $6.4M | 4.33% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 85,435 | $5.1M | 3.48% |
| SCHWAB US TIPS ETF | SCHP | — | 180,391 | $4.9M | 3.30% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 16,246 | $4.8M | 3.24% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 64,789 | $4.8M | 3.23% |
| VANGUARD 500 INDEX FUND | VOO | — | 7,757 | $4.8M | 3.23% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 65,463 | $4.6M | 3.15% |
| ISHARES PREFERRED & INCOME S | PFF | — | 137,540 | $4.3M | 2.96% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 35,902 | $4.1M | 2.78% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,900 | $4.0M | 2.75% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 46,094 | $3.7M | 2.54% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 35,591 | $3.7M | 2.54% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 64,145 | $3.2M | 2.21% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 6,496 | $3.1M | 2.12% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | TDIV | — | 30,304 | $3.0M | 2.03% |
| DIGITAL REALTY TRUST INC | DLR | Real Estate | 15,570 | $2.7M | 1.83% |
| ISHARES GOLD TRUST | IAU | — | 36,913 | $2.7M | 1.83% |
| SCHWAB US REIT ETF | SCHH | — | 123,544 | $2.7M | 1.81% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 15,072 | $2.6M | 1.79% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 37,881 | $2.5M | 1.67% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 43,744 | $2.4M | 1.61% |