Q2 2026 13F · SEC CIK 1914558

SageView Advisory Group, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.1B
Reported positions: 615
Top holdings a year, 3 yrs: +10.8%
Average holding period: 2.2 yrs

SageView Advisory Group, LLC is a wealth manager that reported 615 positions worth $3.1B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (AGG, 11.5%), Vanguard Scottsdale Fds (VONV, 9.6%), Vanguard Scottsdale Fds (VONG, 8.1%). A portfolio copying its top holdings returned 10.8% a year over the last 3 years, against 20.4% for the S&P 500.

SageView Advisory Group, LLC holdings largest 50 of 615 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SageView Advisory Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AGGIshares Tr	11.5%	13.5%	3,533,005	-4.8%	$349.7M
VONVVanguard Scottsdale Fds	9.6%	10.2%	2,764,707	-6.9%	$293.9M
VONGVanguard Scottsdale Fds	8.1%	8.3%	1,931,426	-6.4%	$246.9M
SCHFSchwab Strategic Tr	5.7%	6.0%	6,255,699	-5.4%	$173.3M
VXFVanguard Index Fds	5.2%	5.0%	638,507	-4.6%	$157.2M
SCHESchwab Strategic Tr	3.8%	4.1%	3,169,433	-5.8%	$114.9M
IAGGIshares Tr	3.4%	4.0%	2,023,152	-8.1%	$102.4M
REETIshares Tr	2.9%	3.1%	3,241,966	-3.9%	$89.5M
SCHCSchwab Strategic Tr	2.7%	3.0%	1,703,083	-4.4%	$82.0M
IVVIshares Tr	2.3%	1.0%	93,564	+113.3%	$70.1M
AAPLApple Inc	1.7%	1.7%	176,758	-1.2%	$51.1M
BNDVanguard Bd Index Fds	1.4%	0.3%	601,332	+388.3%	$44.1M
NVDANvidia Corporation	1.0%	1.0%	145,314	-2.6%	$29.1M
SPHYSpdr Series Trust	0.9%	1.1%	1,209,597	-8.4%	$28.4M
MUBIshares Tr	0.9%	1.0%	250,803	-5.0%	$27.0M
SPDWSpdr Index Shs Fds	0.8%	—	511,049	—	$25.8M
EMBIshares Tr	0.8%	0.9%	256,088	-5.8%	$24.7M
MSFTMicrosoft Corp	0.7%	0.9%	60,310	-4.2%	$22.5M
IEMGIshares Inc	0.7%	0.3%	241,387	+97.2%	$20.0M
GOOGLAlphabet Inc	0.6%	0.6%	54,222	-1.0%	$19.4M
VTIVanguard Index Fds	0.6%	0.6%	51,869	-1.8%	$19.2M
IEFAIshares Tr	0.6%	0.6%	181,320	-1.5%	$17.5M
TILTFlexshares Tr	0.6%	0.6%	62,120	-1.7%	$17.1M
IJHIshares Tr	0.5%	0.5%	211,782	+5.7%	$16.3M
SPMDSpdr Series Trust	0.5%	—	236,358	—	$16.0M
AMZNAmazon Com Inc	0.5%	0.5%	66,025	-0.1%	$15.7M
PGProcter & Gamble Co	0.4%	0.5%	92,074	-0.0%	$13.5M
LLYEli Lilly & Co	0.4%	0.4%	11,047	-2.8%	$13.3M
ESGVVanguard World Fd	0.4%	0.4%	100,084	+1.1%	$13.2M
JPMJpmorgan Chase & Co	0.4%	0.4%	37,999	-1.0%	$12.4M
DFACDimensional ETF Trust	0.4%	0.4%	269,949	-4.2%	$12.0M
CSCOCisco Sys Inc	0.4%	0.3%	96,233	+0.2%	$11.3M
VCEBVanguard Esg U.s. Corporate Bond ETF	0.4%	0.4%	177,552	+1.2%	$11.1M
VOOVanguard Index Fds	0.4%	0.4%	15,951	-0.8%	$11.0M
DDFOInnovator Etfs Trust	0.4%	0.4%	482,639	-3.8%	$10.9M
PAUGInnovator Etfs Trust	0.3%	0.4%	233,712	-4.1%	$10.7M
VCITVanguard Scottsdale Fds	0.3%	—	127,351	—	$10.5M
PSEPInnovator Etfs Trust	0.3%	0.4%	223,846	-4.2%	$10.3M
DDFDInnovator Etfs Trust	0.3%	0.4%	510,851	-4.1%	$10.2M
AVGOBroadcom Inc	0.3%	0.3%	26,952	-2.5%	$10.2M
VSGXVanguard World Fd	0.3%	0.3%	123,020	+1.4%	$10.1M
BSVVanguard Bd Index Fds	0.3%	—	124,335	—	$9.7M
VVVanguard Index Fds	0.3%	0.3%	25,180	-1.0%	$8.7M
SPLGSpdr Series Trust	0.3%	—	98,451	—	$8.7M
METAMeta Platforms Inc	0.3%	0.4%	15,359	-12.8%	$8.7M
AVUVAmerican Centy ETF Tr	0.3%	—	67,429	—	$8.4M
ISEPInnovator Etfs Trust	0.3%	0.3%	231,896	-4.2%	$8.0M
IOCTInnovator Etfs Trust	0.3%	0.3%	216,854	-4.2%	$8.0M
IMARInnovator Etfs Trust	0.3%	0.3%	259,720	-4.1%	$7.9M
SUBIshares Tr	0.2%	0.3%	70,883	-0.6%	$7.5M

What SageView Advisory Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BND Vanguard Bd Index Fds+388.3% shares
IVV Ishares Tr+113.3% shares
IEMG Ishares Inc+97.2% shares
IJH Ishares Tr+5.7% shares

Reduced

META Meta Platforms Inc-12.8% shares
SPHY Spdr Series Trust-8.4% shares
IAGG Ishares Tr-8.1% shares
VONV Vanguard Scottsdale Fds-6.9% shares
VONG Vanguard Scottsdale Fds-6.4% shares
SCHE Schwab Strategic Tr-5.8% shares
EMB Ishares Tr-5.8% shares
SCHF Schwab Strategic Tr-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.2% /yr; S&P 500 +20.1%
3 years: +10.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.1B	615
Q1 2026	$2.7B	584
Q4 2025	$3.0B	2,610
Q3 2025	$2.9B	643
Q2 2025	$2.6B	615
Q1 2025	$2.3B	598
Q4 2024	$2.3B	589
Q3 2024	$2.0B	509
Q2 2024	$1.6B	500
Q1 2024	$2.0B	520
Q4 2023	$1.7B	583
Q3 2023	$1.7B	523

Questions about SageView Advisory Group, LLC's portfolio

What stocks does SageView Advisory Group, LLC own?

SageView Advisory Group, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 615 positions worth $3.1B. The largest are Ishares Tr (AGG) at 11.5%, Vanguard Scottsdale Fds (VONV) at 9.6%, Vanguard Scottsdale Fds (VONG) at 8.1%, Schwab Strategic Tr (SCHF) at 5.7% and Vanguard Index Fds (VXF) at 5.2%.

What did SageView Advisory Group, LLC buy last quarter?

In Q2 2026, SageView Advisory Group, LLC added Vanguard Bd Index Fds (BND) (+388.3% shares), Ishares Tr (IVV) (+113.3% shares) and Ishares Inc (IEMG) (+97.2% shares), compared with its Q1 2026 filing.

What did SageView Advisory Group, LLC sell last quarter?

In Q2 2026, SageView Advisory Group, LLC cut from its top 50 Autodesk Inc (ADSK), cut from its top 50 Dimensional ETF Trust (DFCF), cut from its top 50 Csw Industrials Inc (CSW), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Bny Mellon ETF Trust II (BKMS), Meta Platforms Inc (META) (-12.8% shares), Spdr Series Trust (SPHY) (-8.4% shares) and Ishares Tr (IAGG) (-8.1% shares), compared with its Q1 2026 filing.

How has SageView Advisory Group, LLC's portfolio performed?

A portfolio copying SageView Advisory Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.2% against +20.1%.

When is SageView Advisory Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. SageView Advisory Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.