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 (465 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +2.3% · 1 year +2.3% · all +2.3%
- Max drawdown n/a · data quality Good
- 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