SageView Advisory Group Portfolio holdings
SageView Advisory Group is a retirement plan consulting firm that Randy Long started in 1989. It designs and runs 401(k), 403(b), 457, defined benefit and cash balance retirement plans, and later expanded from those retirement roots into wealth management. In August 2026, SageView changed its name to Creative Planning Institutional Advisors to match its affiliate Creative Planning, a nationwide firm that advises corporations and nonprofits on retirement plans.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$36.2M |
| 2 |
Vanguard Total Bond Market
BND
|
+$35.1M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$22M |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$13.8M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$9.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 1000 Value ETF
VONV
|
+$21M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$17.6M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$16.3M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$9.6M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$8.91M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 82.22% |
| 2 | Technology | 6.31% |
| 3 | Financials | 2.15% |
| 4 | Industrials | 2.04% |
| 5 | Healthcare | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
626
iShares Intermediate Government/Credit Bond ETF
GVI
$3.84B
| – | – |
-3,130
| Closed | -$334K | – |
|
627
Health Catalyst
HCAT
$107M
| – | – |
-55,442
| Closed | -$70.4K | – |
|
628
iShares MBS ETF
MBB
$35.3B
| – | – |
-2,129
| Closed | -$202K | – |
|
629
Marsh
MRSH
$98.4B
| – | – |
-1,706
| Closed | -$296K | – |
|
630
Oneok
OKE
$56.5B
| – | – |
-2,296
| Closed | -$208K | – |
|
631
iShares Silver Trust
SLV
$24.3B
| – | – |
-3,460
| Closed | -$236K | – |
|
632
Snowflake
SNOW
$106B
| – | – |
-1,538
| Closed | -$232K | – |
|
633
Spotify
SPOT
$125B
| – | – |
-509
| Closed | -$247K | – |
|
634
Televisa
TV
$2.36B
| – | – |
-10,000
| Closed | -$29.1K | – |
|
635
Innovator US Equity Ultra Buffer ETF September
USEP
$244M
| – | – |
-30,227
| Closed | -$1.17M | – |
|
636
Viavi Solutions
VIAV
$8.01B
| – | – |
-7,063
| Closed | -$235K | – |
|
637
Vanguard Mortgage-Backed Securities ETF
VMBS
$16B
| – | – |
-4,341
| Closed | -$204K | – |
|
Similar funds
SageView Advisory Group's Q2 2026 Portfolio in Review
As of Q2 2026, SageView Advisory Group held 637 positions worth $3.05B, up 12% from $2.74B the previous quarter. Its ten largest holdings account for 55% of the portfolio.
SageView Advisory Group's Q2 2026 filing shows 53 new, 179 increased, 339 reduced and 22 closed positions. Its largest new stake was State Street SPDR Russell 1000 Yield Focus ETF: 8,148 shares worth $1.04M. The largest sale was Vanguard Russell 1000 Value ETF, an estimated $21M.
By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, up from 82% a quarter earlier, followed by Technology and Financials.
- SageView Advisory Group's largest Q2 2026 buy was State Street SPDR Russell 1000 Yield Focus ETF: 8,148 shares worth $1.04M.
- SageView Advisory Group added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $36.2M increase.
- SageView Advisory Group's biggest Q2 2026 reduction was Vanguard Russell 1000 Value ETF, cutting an estimated $21M.
- SageView Advisory Group fully exited Innovator US Equity Ultra Buffer ETF September in Q2 2026, selling an estimated $1.17M.
- SageView Advisory Group's ten largest holdings make up 55% of its $3.05B portfolio in Q2 2026.
- SageView Advisory Group opened 53 new positions and closed 22 in Q2 2026.
- SageView Advisory Group's portfolio value rose 12% quarter-over-quarter to $3.05B.
Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.