SageView Advisory Group, LLC
- SEC CIK
- 0001914558
- Latest filing
- Aug 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only.
- Positions
- 404
- No filing for Q3 2022
- Portfolio value
- $1.23B
- No filing for Q3 2022
SageView Advisory Group, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 20,172 | $659.0K | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,196 | $661.7K | 0.1% | – | – | History |
| First Tr Exchange-Traded FD33719L106 | NASDAQ LUX DIGI | 8,970 | $672.3K | 0.1% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 13,862 | $682.4K | 0.1% | – | – | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 27,255 | $688.0K | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,098 | $695.2K | 0.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,322 | $711.6K | 0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 20,927 | $715.7K | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 14,061 | $720.5K | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,933 | $724.3K | 0.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 20,995 | $725.0K | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 13,330 | $740.6K | 0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 4,529 | $742.9K | 0.1% | – | – | History |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 24,006 | $747.1K | 0.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 15,862 | $748.0K | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 8,845 | $750.1K | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,644 | $750.7K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 8,563 | $759.8K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 16,627 | $760.0K | 0.1% | – | – | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 9,395 | $765.8K | 0.1% | – | – | – |
| MMM3M Co | Stock | 6,388 | $766.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 7,687 | $775.8K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 19,746 | $778.0K | 0.1% | – | – | History |
| iShares Inc46434G889 | EMNG MKTS EQT | 19,262 | $790.5K | 0.1% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 32,072 | $802.8K | 0.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 9,900 | $803.5K | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 3,055 | $810.9K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 4,677 | $815.6K | 0.1% | – | – | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 27,540 | $818.2K | 0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 16,450 | $827.9K | 0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,983 | $829.4K | 0.1% | – | – | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,049 | $849.6K | 0.1% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 38,038 | $854.3K | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 4,970 | $864.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 9,295 | $866.2K | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,861 | $891.8K | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 17,317 | $896.9K | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 6,177 | $912.7K | 0.1% | – | – | History |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 38,579 | $917.0K | 0.1% | – | – | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 35,060 | $923.0K | 0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 10,061 | $933.2K | 0.1% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,502 | $934.7K | 0.1% | – | – | History |
| CSWCSW Industrials, Inc. | COM | 8,086 | $937.4K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 5,323 | $955.5K | 0.1% | – | – | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 33,072 | $961.4K | 0.1% | – | – | – |
| OGSONE Gas, Inc. | COM | 12,753 | $965.7K | 0.1% | – | – | History |
| USBUS Bancorp DE | COM NEW | 22,156 | $966.2K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 4,083 | $978.1K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 8,880 | $985.2K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 29,806 | $987.2K | 0.1% | – | – | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 18,577 | $988.1K | 0.1% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 21,730 | $988.7K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 7,035 | $997.5K | 0.1% | – | – | History |
| Innovator ETFs Trust45782C805 | US EQT ULTRA BF | 40,215 | $997.7K | 0.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 34,674 | $1.03M | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 15,008 | $1.08M | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 16,178 | $1.08M | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,734 | $1.09M | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,422 | $1.10M | 0.1% | – | – | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 18,331 | $1.11M | 0.1% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 25,343 | $1.12M | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,774 | $1.13M | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 10,321 | $1.13M | 0.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 22,706 | $1.14M | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 13,219 | $1.15M | 0.1% | – | – | History |
| ADNTAdient plc | Stock | 33,165 | $1.15M | 0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 4,886 | $1.17M | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 30,275 | $1.18M | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 2,425 | $1.18M | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 20,641 | $1.21M | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 28,176 | $1.23M | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 51,469 | $1.24M | 0.1% | – | – | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 55,873 | $1.25M | 0.1% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 32,443 | $1.34M | 0.1% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 54,512 | $1.35M | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,857 | $1.36M | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,987 | $1.40M | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 58,975 | $1.40M | 0.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 58,498 | $1.40M | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 5,350 | $1.41M | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,821 | $1.41M | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 9,327 | $1.45M | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,165 | $1.46M | 0.1% | – | – | – |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 25,078 | $1.48M | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,987 | $1.49M | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 12,500 | $1.50M | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 8,569 | $1.51M | 0.1% | – | – | History |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 59,345 | $1.53M | 0.1% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 72,351 | $1.53M | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 51,618 | $1.55M | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 15,482 | $1.57M | 0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 23,316 | $1.57M | 0.1% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 64,571 | $1.58M | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,638 | $1.61M | 0.1% | – | – | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 66,765 | $1.62M | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 3,080 | $1.63M | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 10,126 | $1.64M | 0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,979 | $1.71M | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 22,549 | $1.72M | 0.1% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 39,160 | $1.76M | 0.1% | – | – | History |