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 |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 8,658 | $1.80M | 0.1% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 50,133 | $1.85M | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 25,883 | $1.91M | 0.2% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 89,944 | $1.96M | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,193 | $2.00M | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,532 | $2.01M | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 18,419 | $2.03M | 0.2% | – | – | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 67,645 | $2.03M | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 11,876 | $2.15M | 0.2% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 21,870 | $2.15M | 0.2% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 32,080 | $2.18M | 0.2% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 88,846 | $2.19M | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,250 | $2.19M | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,173 | $2.22M | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 8,517 | $2.24M | 0.2% | – | – | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 96,346 | $2.25M | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 75,555 | $2.31M | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 27,649 | $2.32M | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,543 | $2.32M | 0.2% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 51,476 | $2.34M | 0.2% | – | – | – |
| OKEONEOK Inc | COM | 36,245 | $2.38M | 0.2% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 48,663 | $2.41M | 0.2% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 51,588 | $2.42M | 0.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 53,953 | $2.43M | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,560 | $2.43M | 0.2% | – | – | – |
| Vericity, Inc.92347D100 | COM | 327,782 | $2.46M | 0.2% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 55,335 | $2.55M | 0.2% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 115,772 | $2.59M | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 20,270 | $2.72M | 0.2% | – | – | History |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 83,195 | $2.86M | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 7,967 | $2.91M | 0.2% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 27,958 | $2.95M | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 9,360 | $2.96M | 0.2% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 58,284 | $2.99M | 0.2% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 62,277 | $3.06M | 0.2% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 90,417 | $3.09M | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 69,794 | $3.12M | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 65,644 | $3.13M | 0.3% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 20,592 | $3.27M | 0.3% | – | – | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 120,936 | $3.42M | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 83,270 | $3.49M | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 70,071 | $3.62M | 0.3% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 21,809 | $3.75M | 0.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 53,926 | $4.01M | 0.3% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 40,332 | $4.15M | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 56,762 | $4.40M | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,453 | $4.46M | 0.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 98,125 | $4.48M | 0.4% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 96,952 | $4.53M | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 81,600 | $4.72M | 0.4% | – | – | – |
| SRESempra | Stock | 30,860 | $4.77M | 0.4% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 73,652 | $4.84M | 0.4% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 60,591 | $4.99M | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 24,294 | $5.18M | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,283 | $5.19M | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,701 | $5.80M | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 92,274 | $5.90M | 0.5% | – | – | – |
| iShares Tr46435U150 | IBONDS 23 TRM HG | 255,660 | $6.00M | 0.5% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 58,672 | $6.12M | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 25,884 | $6.21M | 0.5% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 86,898 | $6.24M | 0.5% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 151,465 | $6.29M | 0.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 132,882 | $6.30M | 0.5% | – | – | – |
| ADSKAutodesk, Inc. | COM | 35,597 | $6.65M | 0.5% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 62,535 | $6.66M | 0.5% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 128,302 | $6.81M | 0.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 151,175 | $7.06M | 0.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 315,054 | $7.16M | 0.6% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 51,173 | $7.47M | 0.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 163,376 | $7.63M | 0.6% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 156,400 | $7.74M | 0.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 75,184 | $7.93M | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 22,641 | $7.95M | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,733 | $8.31M | 0.7% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 98,683 | $8.35M | 0.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,274 | $8.46M | 0.7% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 97,063 | $8.74M | 0.7% | – | – | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 167,937 | $9.15M | 0.7% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 313,042 | $9.51M | 0.8% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 419,482 | $9.53M | 0.8% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 410,720 | $9.97M | 0.8% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 363,993 | $10.5M | 0.9% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 165,508 | $10.5M | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 56,130 | $10.7M | 0.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 149,241 | $11.2M | 0.9% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 123,774 | $11.3M | 0.9% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 136,936 | $12.3M | 1.0% | – | – | – |
| Flexshares Tr33939L803 | M STAR DEV MKT | 220,319 | $13.3M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 106,443 | $13.8M | 1.1% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 200,392 | $14.4M | 1.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 37,675 | $14.5M | 1.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 85,106 | $14.8M | 1.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 140,319 | $16.0M | 1.3% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 568,771 | $17.9M | 1.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 351,203 | $21.6M | 1.8% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 227,232 | $30.2M | 2.5% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 215,592 | $32.0M | 2.6% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 1,521,624 | $36.0M | 2.9% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 816,556 | $38.8M | 3.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 585,302 | $42.2M | 3.4% | – | – | – |