Sageworth Trust Co: 13F holdings

CIK 14826882026Q2

Positions127
Reported value$2.5bn
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD US TOTAL STOCK MKT SH1,089,282$403.1m15.9%
VXUS VANGUARD TOTAL INTERNATIONAL S3,822,374$326.8m12.9%
VOO VANGUARD S & P 500 ETF400,722$275.2m10.8%
ACWI ISHARES MSCI ACWI ETF1,726,067$270.9m10.7%
PAVE DIMENSIONAL US CORE EQUITY MAR4,443,421$229.7m9.0%
SPY SPDR S & P 500 ETF TRUST220,218$164.5m6.5%
DFIC DIMENSIONAL ETF TRUST INTERNAT3,184,052$118.6m4.7%
ACWX ISHARES MSCI ACWI EX US1,378,607$104.9m4.1%
ACWI VANGUARD TOTAL WORLD STOCK ETF568,189$89.2m3.5%
VEA VANGUARD FTSE DEVELOPED MARKET1,104,193$78.7m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1482688")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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