SageGuard Financial Group, LLC
Q2 2026 13F filing
Updated 47 days ago211 disclosed positions worth $711.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $40.5M | 139.9K | 5.69% | Trimmed(-2.0%) |
| 2 | N NVDA NVIDIA CORPORATION | $24M | 120.0K | 3.37% | Trimmed(-6.0%) |
| 3 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $23.4M | 380.9K | 3.29% | Added(+8.1%) |
| 4 | W WMT WALMART INC | $22.6M | 199.8K | 3.18% | Added(+2.5%) |
| 5 | A AMZN AMAZON COM INC | $21.5M | 90.1K | 3.02% | Trimmed(-3.7%) |
| 6 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $18.7M | 37.4K | 2.63% | Added(+0.2%) |
| 7 | Q QQQ INVESCO QQQ TR | $18.5M | 25.1K | 2.60% | Trimmed(-0.0%) |
| 8 | M MSFT MICROSOFT CORP | $16M | 43.0K | 2.25% | Trimmed(-14.5%) |
| 9 | C CAT CATERPILLAR INC | $15.9M | 14.9K | 2.23% | Trimmed(-2.8%) |
| 10 | K KO COCA COLA CO | $15.7M | 193.0K | 2.20% | Trimmed(-8.8%) |
| 11 | G GE GE AEROSPACE | $15.2M | 40.7K | 2.14% | Added(+1.2%) |
| 12 | C COST COSTCO WHOLESALE CORPORATION | $13.2M | 14.1K | 1.86% | Trimmed(-7.9%) |
| 13 | F FPF FIRST TR EXCHNG TRADED FD VI | $12.3M | 335.9K | 1.72% | Trimmed(-12.1%) |
| 14 | D DUK-PA DUKE ENERGY CORP NEW | $12M | 94.7K | 1.68% | Trimmed(-2.5%) |
| 15 | M META META PLATFORMS INC | $9.7M | 17.3K | 1.37% | Added(+16.1%) |
| 16 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $9.7M | 172.3K | 1.37% | Trimmed(-23.1%) |
| 17 | X XOM EXXON MOBIL CORP | $9.7M | 70.7K | 1.36% | Added(+4.7%) |
| 18 | G GLD SPDR GOLD TR | $9.5M | 25.8K | 1.34% | Trimmed(-28.2%) |
| 19 | M MCD MCDONALDS CORP | $9.5M | 35.1K | 1.33% | Trimmed(-2.9%) |
| 20 | A AAPL SELECT SECTOR SPDR TR | $9M | 108.7K | 1.27% | Trimmed(-5.7%) |
| 21 | F FPF FIRST TR EXCHANGE-TRADED FD | $8.7M | 415.2K | 1.22% | Added(+38.4%) |
| 22 | ? N/A FIDELITY COVINGTON TRUST | $8.3M | 279.9K | 1.16% | Added(+85.6%) |
| 23 | G GOOGN ALPHABET INC | $8.1M | 22.9K | 1.14% | Trimmed(-4.8%) |
| 24 | I IBM INTERNATIONAL BUSINESS MACHS | $7.9M | 28.0K | 1.11% | Trimmed(-6.3%) |
| 25 | P PGR PROGRESSIVE CORP | $7.7M | 35.2K | 1.08% | Trimmed(-36.4%) |
| 26 | S STT-PG SELECT SECTOR SPDR TR | $7.7M | 142.8K | 1.08% | Trimmed(-15.1%) |
| 27 | ? N/A INVESCO ACTIVELY MANAGED EXC | $7.4M | 128.9K | 1.04% | Added(+15.3%) |
| 28 | K KOLD PROSHARES TR | $7.3M | 152.1K | 1.03% | Added(+34.5%) |
| 29 | S STLD STEEL DYNAMICS INC | $7.3M | 31.8K | 1.03% | Trimmed(-15.2%) |
| 30 | ? N/A NEOS ETF TRUST | $7.3M | 137.0K | 1.02% | Added(+4.4%) |
| 31 | I IAU ISHARES GOLD TR | $7M | 93.3K | 0.99% | Added(+17.8%) |
| 32 | F FPF FIRST TR EXCHANGE-TRADED FD | $7M | 77.6K | 0.98% | Added(+76.9%) |
| 33 | F FPF FIRST TR EXCHANGE TRADED FD | $6.8M | 51.3K | 0.96% | Added(+96.6%) |
| 34 | L LMT LOCKHEED MARTIN CORP | $6.6M | 13.0K | 0.93% | Trimmed(-35.6%) |
| 35 | ? N/A AB ACTIVE ETFS INC | $6.6M | 176.7K | 0.93% | Added(+355.8%) |
| 36 | ? N/A INVESCO EXCHANGE TRADED FD T | $6.5M | 36.5K | 0.91% | Trimmed(-16.2%) |
| 37 | F FPF FIRST TR EXCHANGE-TRADED FD | $6.4M | 33.2K | 0.89% | Added(+98.7%) |
| 38 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $6.3M | 140.2K | 0.88% | — |
| 39 | C CL COLGATE PALMOLIVE CO | $6.2M | 68.0K | 0.88% | Trimmed(-33.9%) |
| 40 | V VGES VANGUARD WORLD FD | $6.1M | 51.1K | 0.86% | Added(+550.4%) |
| 41 | E ET-PI ENERGY TRANSFER L P | $6M | 314.0K | 0.84% | Trimmed(-3.1%) |
| 42 | C CEG CONSTELLATION ENERGY CORP | $5.8M | 23.3K | 0.81% | Trimmed(-3.0%) |
| 43 | G GEV GE VERNOVA INC | $5.8M | 4.9K | 0.81% | Added(+10.8%) |
| 44 | ? N/A FIDELITY MERRIMACK STR TR | $5.5M | 120.1K | 0.77% | Added(+1980.3%) |
| 45 | L LLY ELI LILLY & CO | $5.4M | 4.5K | 0.76% | Added(+29.8%) |
| 46 | F FFA FIRST TR EXCHANGE-TRADED FD | $5.2M | 86.4K | 0.72% | Added(+3.0%) |
| 47 | S STT-PG SELECT SECTOR SPDR TR | $4.9M | 25.9K | 0.69% | Trimmed(-45.3%) |
| 48 | J JPM-PM JPMORGAN CHASE & CO | $4.9M | 15.0K | 0.69% | Added(+13.5%) |
| 49 | A ABBV ABBVIE INC | $4.9M | 19.4K | 0.69% | Added(+3.7%) |
| 50 | ? N/A INVESCO ACTIVELY MANAGED EXC | $4.8M | 85.3K | 0.67% | Added(+24.9%) |