Sagace Wealth Management Llc Portfolio Shifts: Significant Increases and Selective Reductions in Q2 2026

Sagace Wealth Management Llc has released its portfolio data for the period ending June 30, 2026. This comprehensive filing provides valuable insights into the investment strategy of this prominent financial institution.

According to the Sagace Wealth Management Llc portfolio snapshot, there were notable changes in their holdings during Q2 2026. The total portfolio value stood at $15,813,286 as of the filing date.

The most significant activity observed this quarter involved substantial increases in certain funds:

• VO: Vanguard S&P 500 Index Fund (VO) experienced a massive increase of +299.5% in shares, making it one of the largest additions to Sagace's portfolio.
• VUG: Vanguard U.S. Growth ETF (VUG) saw a substantial increase with +504.85% in shares, indicating strong conviction in growth-oriented US stocks by this fund.
• IMCG: iShares Core Tech MNC Multi-Factor ETF (IMCG) was newly added or significantly increased with a 100% share increase, highlighting Sagace's focus on core technology stocks.

Conversely, the data shows reductions in several holdings:

• BNDX: Vanguard Balanced Index Fund (BNDX) decreased by -2.49% in portfolio allocation.
• SCHP: Schwab U.S. Bond ETF (SCHP) saw a reduction of -1.38% in its portfolio percentage.
• PFF: iShares Core Preferred Stock ETF (PFF) experienced an allocation decrease of -1.83%, despite being a significant position previously.

Other notable changes included:

• SCHH: Schwab U.S. Total Bond Market ETF (SCHH) decreased by -2.82% in shares.
• VWOB: Vanguard Wellington Balanced Fund (VWOB) saw a slight reduction of -0.93% in its portfolio allocation.
• IAU: iShares Gold Trust ETF (IAU) increased by +7.3%, adding exposure to the precious metals sector.

The portfolio's overall allocation remains diversified, with a large portion ($145,503,447 or 92.01%) still classified as 'Unknown'. However, specific sectors show activity:

• Technology: IMCG was added, contributing to this sector's allocation.
• Growth Stocks: The significant increase in VUG suggests a continued interest in US growth stocks within the Technology and broader market segments.

In summary, Sagace Wealth Management Llc demonstrated an active investment strategy during Q2 2026. They significantly boosted their exposure to broad-market index funds (VO) and specific thematic funds like VUG, while gradually reducing positions in several other ETFs including SCHP, BNDX, and PFF.