SAGE PRIVATE WEALTH GROUP, LLC 13F Holdings
CIK 0001845635 · OAKBROOK TERRACE, IL
As of Sep 30, 2025, SAGE PRIVATE WEALTH GROUP, LLC reported 89 positions worth
CIK 0001845635 · OAKBROOK TERRACE, IL
As of Sep 30, 2025, SAGE PRIVATE WEALTH GROUP, LLC reported 89 positions worth
79.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 218,800 | 9.5M | 10.83% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 194,528 | 8.8M | 10.46% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | GRNY | — | 690,207 | 7.2M | 9.59% |
| ISHARES GOLD TRUST | IAU | — | 182,284 | 3.3M | 7.38% |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | DBMF | — | 484,080 | 3.2M | 7.35% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 170,626 | 3.0M | 7.25% |
| FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | FDT | — | 169,314 | 2.8M | 7.10% |
| VANECK URANIUM AND NUCLEAR ETF | NLR | — | 80,821 | 1.0M | 6.10% |
| NVIDIA CORP | NVDA | Technology | 23,725 | $4.4M | 2.46% |
| APPLE INC | AAPL | Technology | 15,390 | $3.9M | 2.18% |
| MICROSOFT CORP | MSFT | Technology | 7,539 | $3.9M | 2.17% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 79,846 | $3.7M | 2.06% |
| GLOBAL X FDS | MLPX | — | 25,472 | .6M | 0.89% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4,183 | .3M | 0.73% |
| AMAZON.COM INC | AMZN | Equity | 5,978 | .3M | 0.73% |
| BROADCOM INC | AVGO | Technology | 3,831 | .3M | 0.70% |
| ALPHABET INC | GOOG | Equity | 4,753 | .2M | 0.64% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 2,427 | .1M | 0.62% |
| ALPHABET INC | GOOGL | Equity | 4,552 | .1M | 0.62% |
| SPDR GOLD TRUST | GQ9 | — | 3,070 | .1M | 0.61% |
| ELI LILLY & CO | LLY | Healthcare | 1,277 | $974.4K | 0.54% |
| ABBVIE INC | ABBV | Equity | 4,042 | $935.9K | 0.52% |
| CME GROUP INC | CME | Financial Services | 3,377 | $912.4K | 0.51% |
| VISA INC-CLASS A SHARES | V | Financial Services | 2,588 | $883.6K | 0.49% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 1,837 | $860.3K | 0.48% |