Sageworth Trust
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Sageworth Trust’s Alpha Architect US Equity ETF AAUS Stock Holding History

Sageworth Trust’s Portfolio AAUS Stock Details AAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11M Hold
177,900
– – 0.41% 21
2026
Q2 		$10.6M Hold
177,900
– – 0.42% 20
2026
Q1 		$9.32M Hold
177,900
– – 0.4% 20
2025
Q4 		$9.8M Buy
+177,900
New +$9.7M 0.42% 20

Other funds holding AAUS

Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Frankly Finances
Frankly Finances Winter Park, Florida $128M AUM 12.51% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Sherman Wealth Management
Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sageworth Trust's AAUS Position: Q3 2026 in Review

Sageworth Trust held its Alpha Architect US Equity ETF (AAUS) position steady in Q3 2026 at 177,900 shares worth $11M. The position accounts for 0.41% of the portfolio, ranked #21.

Sageworth Trust first reported a position in AAUS in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold AAUS as of Q3 2026.

  • Sageworth Trust held 177,900 shares of Alpha Architect US Equity ETF worth $11M as of Q3 2026.
  • Sageworth Trust left its Alpha Architect US Equity ETF share count unchanged in Q3 2026.
  • Alpha Architect US Equity ETF made up 0.41% of Sageworth Trust's portfolio in Q3 2026, its #21 holding.
  • Sageworth Trust first reported a position in Alpha Architect US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q3 2026.

Based on Sageworth Trust's 13F filing for Q3 2026, filed 30 Oct 2026.