Institutional Fund
Sageworth Trust Co
Lancaster, PACIK 14826885 filings on record
Portfolio Value
$2.33B
Q1 2026
Holdings
172
Reported positions
New Buys
54
Opened this quarter
QoQ Change
-0.4%
from $2.33B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.5%
- Vanguard Star Fds13.1%
- Vanguard Index Fds10.3%
- Ishares Tr10.3%
- Dimensional ETF Trust8.7%
- Spdr S&P 500 ETF Tr6.4%
- Other35.7%
Portfolio Holdings
172 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.12M | $360.90M | 15.5% | −26.1K | Reduced |
| 2 | Vanguard Star Fds | 3.95M | $304.77M | 13.1% | −241.1K | Reduced |
| 3 | Vanguard Index Fds | 402.9K | $240.75M | 10.3% | +30.0K | Added |
| 4 | Ishares Tr | 1.73M | $239.37M | 10.3% | +68 | Added |
| 5 | Dimensional ETF Trust | 4.48M | $202.12M | 8.7% | −25.1K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 228.8K | $148.80M | 6.4% | −31.9K | Reduced |
| 7 | Dimensional ETF Trust | 3.23M | $114.68M | 4.9% | −3.4K | Reduced |
| 8 | Ishares Tr | 1.41M | $96.70M | 4.2% | −11.5K | Reduced |
| 9 | Vanguard Intl Equity Index F | 575.3K | $79.57M | 3.4% | −5.0K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 1.08M | $69.19M | 3.0% | +257.4K | Added |
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