Sageworth Trust Company of South Dakota Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.26M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.54M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$2.84M |
| 4 |
Amazon
AMZN
|
+$1.47M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.36M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$819K |
| 2 |
Vanguard Morningstar Value ETF
VTV
|
+$785K |
| 3 |
Broadcom
AVGO
|
+$530K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$503K |
| 5 |
Philip Morris
PM
|
+$270K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 5.46% |
| 2 | Industrials | 3.64% |
| 3 | Communication Services | 3.03% |
| 4 | Financials | 2.32% |
| 5 | Healthcare | 1.83% |
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Sageworth Trust Company of South Dakota's Q2 2026 Portfolio in Review
As of Q2 2026, Sageworth Trust Company of South Dakota held 64 positions worth $162M, up 28% from $126M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Sageworth Trust Company of South Dakota deployed $20M of net new capital in Q2 2026, opening 8 new positions and adding to 18 existing holdings. Its largest new stake was Eagle Capital Select Equity ETF: 32,488 shares worth $1.05M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 5.5% of assets, up from 4.7% a quarter earlier, followed by Industrials and Communication Services.
On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $819K trimmed.
- Sageworth Trust Company of South Dakota's largest Q2 2026 buy was Eagle Capital Select Equity ETF: 32,488 shares worth $1.05M.
- Sageworth Trust Company of South Dakota added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.26M increase.
- Sageworth Trust Company of South Dakota's biggest Q2 2026 reduction was iShares Russell 2000 ETF, cutting an estimated $819K.
- Sageworth Trust Company of South Dakota fully exited iShares MSCI EAFE ETF in Q2 2026, selling an estimated $503K.
- Sageworth Trust Company of South Dakota's ten largest holdings make up 68% of its $162M portfolio in Q2 2026.
- Sageworth Trust Company of South Dakota opened 8 new positions and closed 3 in Q2 2026.
- Sageworth Trust Company of South Dakota's portfolio value rose 28% quarter-over-quarter to $162M.
Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.