Institutional Fund
Sage Investment Advisers LLC
Wappingers Falls, NYCIK 19254182 filings on record
Portfolio Value
$135.04M
Q1 2026
Holdings
89
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+1.2%
from $133.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.3%
- Ishares Gold Tr5.4%
- Vanguard Star Fds3.6%
- Visa Inc3.6%
- Chevron Corp New3.5%
- Vanguard Bd Index Fds3.0%
- Other67.6%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 29.8K | $17.98M | 13.3% | +514 | Added |
| 2 | Ishares Gold Tr | 80.7K | $7.24M | 5.4% | +2.9K | Added |
| 3 | Vanguard Star Fds | 62.1K | $4.85M | 3.6% | +14.3K | Added |
| 4 | Visa Inc | 16.1K | $4.80M | 3.6% | −145 | Reduced |
| 5 | Chevron Corp New | 24.2K | $4.79M | 3.5% | +267 | Added |
| 6 | Vanguard Bd Index Fds | 55.8K | $4.10M | 3.0% | +6.2K | Added |
| 7 | Ishares Tr | 36.3K | $3.95M | 2.9% | +2.3K | Added |
| 8 | Spdr Gold Tr | 8.9K | $3.91M | 2.9% | −127 | Reduced |
| 9 | Vanguard Bd Index Fds | 49.5K | $3.87M | 2.9% | +2.3K | Added |
| 10 | Ishares Tr | 17.5K | $3.71M | 2.7% | −1.2K | Reduced |
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