Institutional Fund
Pacific Sage Partners, LLC
Edmonds, WACIK 19368455 filings on record
Portfolio Value
$634.53M
Q1 2026
Holdings
120
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+0.7%
from $630.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr13.7%
- Microsoft Corp11.0%
- Blackrock ETF Trust II9.6%
- Schwab Strategic Tr6.5%
- Vanguard Malvern Fds5.9%
- Vanguard Scottsdale Fds5.9%
- Other47.4%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 3.48M | $86.69M | 13.7% | +306.1K | Added |
| 2 | Microsoft Corp | 188.7K | $69.85M | 11.0% | +364 | Added |
| 3 | Blackrock ETF Trust II | 1.17M | $60.92M | 9.6% | +105.9K | Added |
| 4 | Schwab Strategic Tr | 1.67M | $41.41M | 6.5% | +34.9K | Added |
| 5 | Vanguard Malvern Fds | 750.5K | $37.49M | 5.9% | +70.0K | Added |
| 6 | Vanguard Scottsdale Fds | 637.2K | $37.30M | 5.9% | +54.9K | Added |
| 7 | Ishares Tr | 155.0K | $33.12M | 5.2% | +3.0K | Added |
| 8 | Strategy Shs | 389.7K | $18.19M | 2.9% | +21.9K | Added |
| 9 | Global X Fds | 344.1K | $17.21M | 2.7% | +27.2K | Added |
| 10 | Spdr Series Trust | 153.8K | $15.29M | 2.4% | +19.6K | Added |
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