SageView Advisory Group, LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$3B
Holdings
2,607
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q3 2025: Increased +1.3% (3.31M → 3.36M shares)
12.2%
02
$VONV
VANGUARD SCOTTSDALE FDS
Q3 2025: Sold 0.6% (2.78M → 2.76M shares)
9.2%
03
$VONG
VANGUARD SCOTTSDALE FDS
Q3 2025: Sold 2.6% (2.16M → 2.11M shares)
8.3%
04
$SCHF
SCHWAB STRATEGIC TR
Q3 2025: Sold 1.0% (7.26M → 7.19M shares)
5.4%
05
$VXF
VANGUARD INDEX FDS
Q3 2025: Sold 1.1% (626.7k → 620.2k shares)
4.6%
06
$SCHE
SCHWAB STRATEGIC TR
Q3 2025: Sold 1.4% (3.76M → 3.71M shares)
3.7%
07
$IAGG
ISHARES TR
Q3 2025: Increased +1.3% (1.97M → 1.99M shares)
3.7%
08
$REET
ISHARES TR
Q3 2025: Increased +2.9% (2.95M → 3.04M shares)
2.8%
09
$SCHC
SCHWAB STRATEGIC TR
Q3 2025: Sold 0.5% (1.93M → 1.92M shares)
2.7%
10
$AAPL
APPLE INC
Q1 2026: New position (44.1k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.