Pacific Sage Partners, LLC: 13F holdings

CIK 19368452026Q2

Positions127
Reported value$704.6m
Filed2026-08-06

Top 10 holdings

SecuritySharesValueWeight
SCHR SCHWAB STRATEGIC TR3,835,408$94.6m13.4%
MSFT MICROSOFT CORP186,646$69.6m9.9%
BINC BLACKROCK ETF TRUST II1,297,061$67.9m9.6%
SCHF SCHWAB STRATEGIC TR1,728,851$47.9m6.8%
VGSH VANGUARD SCOTTSDALE FDS699,446$40.7m5.8%
VTIP VANGUARD MALVERN FDS809,759$40.7m5.8%
IWD ISHARES TR164,320$39.8m5.7%
STRATEGY SHS353,250$19.5m2.8%
GLOBAL X FDS354,216$17.6m2.5%
IWF ISHARES TR142,005$17.6m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1936845")

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

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