Long-term investor

Sage Private Wealth Group, LLC @sageprivatewealthgroupll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845635).

Record

• Tracked since 2025-06-30 (434 days), 52 trades recorded
• Returns: week n/a · month n/a · 90 days +5.8% · 6 months +12.4% · 1 year +22.4% · all +22.4%
• Max drawdown 0.0% · Sharpe 2.23 · win rate 29% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 33738R704 · 12.4% · long · since 2025-06-30
• 33737J174 · 10.2% · long · since 2025-09-30
• 14020W106 · 9.1% · long · since 2026-03-31
• 886364231 · 8.4% · long · since 2025-09-30
• 53700T827 · 7.4% · long · since 2025-06-30
• IAU · 7.0% · long · since 2025-06-30
• 98149E303 · 6.4% · long · since 2025-06-30
• 92189F601 · 5.7% · long · since 2025-09-30
• NVDA · 4.7% · long · since 2025-06-30
• AAPL · 2.2% · long · since 2025-06-30
• MSFT · 1.5% · long · since 2025-06-30
• AMZN · 1.0% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.