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The Analysis of Sagace Wealth Management LLC's Holdings & P&L

Currently, Sagace Wealth Management LLC holds 69 types of securities in its portfolio with a total value $147.5M. In the most recent quarter, they have increased their positions in BNDX (+114.5K shares, valued at $5.5M), VWOB (+35.7K shares, valued at $2.3M), SCHD (+54.0K shares, valued at $1.7M); decreased their positions in VCLT (-34.8K shares, valued at $2.6M), BLV (-25.8K shares, valued at $1.8M), EFV (-17.3K shares, valued at $1.3M); initiated new positions in BNDX (+114.5K shares, valued at $5.5M), VWOB (+35.7K shares, valued at $2.3M), SCHD (+54.0K shares, valued at $1.7M).

1M P&L

+1.7M+1.24%

3M P&L

-37.1M-21.27%

HY P&L

-28.9M-17.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.0M

91.8%

2REIT - Specialty2.9M

2.2%

3Consumer Electronics1.2M

0.9%

Top Industries by Stock Count

1N/A39 stocks

65.0%

2Conglomerates1 stocks

1.7%

3Internet Retail1 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS114.3K shares-4.47%2026-03-312026-04-29

VO VANGUARD INDEX FDS29.8K shares-0.20%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T34.4K shares-2.83%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS83.8K shares1.12%2026-03-312026-04-29

BNDX VANGUARD CHARLOTTE FDS114.5K sharesnew addition2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS82.3K shares-2.96%2026-03-312026-04-29

SCHP SCHWAB STRATEGIC TR184.8K shares1.49%2026-03-312026-04-29

VXUS VANGUARD STAR FDS63.7K shares-0.60%2026-03-312026-04-29

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VCLT VANGUARD SCOTTSDALE FDS61.4K shares-36.19%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS7.6K shares-1.37%2026-03-312026-04-29

VOT VANGUARD INDEX FDS16.3K shares1.84%2026-03-312026-04-29

VB VANGUARD INDEX FDS15.8K shares-0.70%2026-03-312026-04-29

EFG ISHARES TR36.3K shares2.85%2026-03-312026-04-29

HYG ISHARES TR49.2K shares1.49%2026-03-312026-04-29

PFF ISHARES TR127.3K shares-11.78%2026-03-312026-04-29

XMHQ INVESCO EXCHANGE TRADED FD T35.2K shares-1.58%2026-03-312026-04-29

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VTIP VANGUARD MALVERN FDS66.3K shares1.62%2026-03-312026-04-29

TDIV FIRST TR EXCHANGE TRADED FD34.1K shares16.14%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR34.0K shares-3.99%2026-03-312026-04-29

DLR DIGITAL RLTY TR INC15.9K shares1.21%2026-03-312026-04-29

BLV VANGUARD BD INDEX FDS40.7K shares-38.86%2026-03-312026-04-29

VOE VANGUARD INDEX FDS15.0K shares-2.04%2026-03-312026-04-29

SCHH SCHWAB STRATEGIC TR123.2K shares-0.88%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS31.7K shares12.19%2026-03-312026-04-29

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AVEM AMERICAN CENTY ETF TR29.5K shares2.01%2026-03-312026-04-29

VWOB VANGUARD WHITEHALL FDS35.7K sharesnew addition2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F42.6K shares-1.12%2026-03-312026-04-29

VAW VANGUARD WORLD FD10.0K shares1.26%2026-03-312026-04-29

VUG VANGUARD INDEX FDS5.1K shares-19.00%2026-03-312026-04-29

VTV VANGUARD INDEX FDS10.1K shares-9.91%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR3.3K shares-0.60%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS12.0K shares-1.56%2026-03-312026-04-29

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VBK VANGUARD INDEX FDS5.6K shares-0.11%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR54.0K sharesnew addition2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS19.2K shares-5.83%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF37.0K shares-7.18%2026-03-312026-04-29

IDV ISHARES TR30.3K sharesnew addition2026-03-312026-04-29

EFV ISHARES TR16.7K shares-50.93%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T16.2K shares-2.40%2026-03-312026-04-29

SRLN SSGA ACTIVE ETF TR29.9K shares-33.29%2026-03-312026-04-29

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AAPL APPLE INC4.5K shares-8.37%2026-03-312026-04-29

VBR VANGUARD INDEX FDS4.7K shares0.36%2026-03-312026-04-29

AMZN AMAZON COM INC3.1K shares-2.07%2026-03-312026-04-29

NFLX NETFLIX INC.6.3K shares26.47%2026-03-312026-04-29

XOM EXXON MOBIL CORP2.9K shares-17.57%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.5K shares-10.22%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.9K shares-22.58%2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC3.8K shares0.00%2026-03-312026-04-29

Sponsored

META META PLATFORMS INC735 shares-14.04%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL858 shares7.79%2026-03-312026-04-29

V VISA INC1.4K shares2.97%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.5K shares3.31%2026-03-312026-04-29

MSFT MICROSOFT CORP951 shares-6.21%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION2.5K sharesnew addition2026-03-312026-04-29

IVW ISHARES TR2.8K shares0.00%2026-03-312026-04-29

NEM NEWMONT CORP2.9K sharesnew addition2026-03-312026-04-29

Sponsored

PG PROCTER & GAMBLE CO2.1K shares-2.22%2026-03-312026-04-29

HD HOME DEPOT INC881 shares-2.00%2026-03-312026-04-29

IVE ISHARES TR1.3K shares0.00%2026-03-312026-04-29

CSCO CISCO SYS INC3.6K shares-17.22%2026-03-312026-04-29

GEV GE VERNOVA INC311 shares-3.42%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC752 sharesnew addition2026-03-312026-04-29

PH PARKER-HANNIFIN CORP266 shares1.92%2026-03-312026-04-29

NEE NEXTERA ENERGY INC2.5K sharesnew addition2026-03-312026-04-29

Sponsored

LMT LOCKHEED MARTIN CORP344 sharesnew addition2026-03-312026-04-29

MMM 3M CO1.4K shares-11.35%2026-03-312026-04-29

CAT CATERPILLAR INC292 shares-29.30%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE720 shares-4.76%2026-03-312026-04-29

IQLT ISHARES TR4.3K shares-33.22%2026-03-312026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

-4.47%

Shares114.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-0.20%

Shares29.8K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

-2.83%

Shares34.4K

Event2026-03-31

Filed2026-04-29

BIV

VANGUARD BD INDEX FDS

1.12%

Shares83.8K

Event2026-03-31

Filed2026-04-29

BNDX

VANGUARD CHARLOTTE FDS

New

Shares114.5K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-2.96%

Shares82.3K

Event2026-03-31

Filed2026-04-29

SCHP

SCHWAB STRATEGIC TR

1.49%

Shares184.8K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

-0.60%

Shares63.7K

Event2026-03-31

Filed2026-04-29

VCLT

VANGUARD SCOTTSDALE FDS

-36.19%

Shares61.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-1.37%

Shares7.6K

Event2026-03-31

Filed2026-04-29

VOT

VANGUARD INDEX FDS

1.84%

Shares16.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-0.70%

Shares15.8K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

2.85%

Shares36.3K

Event2026-03-31

Filed2026-04-29

HYG

ISHARES TR

1.49%

Shares49.2K

Event2026-03-31

Filed2026-04-29

PFF

ISHARES TR

-11.78%

Shares127.3K

Event2026-03-31

Filed2026-04-29

XMHQ

INVESCO EXCHANGE TRADED FD T

-1.58%

Shares35.2K

Event2026-03-31

Filed2026-04-29

VTIP

VANGUARD MALVERN FDS

1.62%

Shares66.3K

Event2026-03-31

Filed2026-04-29

TDIV

FIRST TR EXCHANGE TRADED FD

16.14%

Shares34.1K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-3.99%

Shares34.0K

Event2026-03-31

Filed2026-04-29

DLR

DIGITAL RLTY TR INC

1.21%

Shares15.9K

Event2026-03-31

Filed2026-04-29

BLV

VANGUARD BD INDEX FDS

-38.86%

Shares40.7K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

-2.04%

Shares15.0K

Event2026-03-31

Filed2026-04-29

SCHH

SCHWAB STRATEGIC TR

-0.88%

Shares123.2K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

12.19%

Shares31.7K

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

2.01%

Shares29.5K

Event2026-03-31

Filed2026-04-29

VWOB

VANGUARD WHITEHALL FDS

New

Shares35.7K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

-1.12%

Shares42.6K

Event2026-03-31

Filed2026-04-29

VAW

VANGUARD WORLD FD

1.26%

Shares10.0K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-19.00%

Shares5.1K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

-9.91%

Shares10.1K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-0.60%

Shares3.3K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

-1.56%

Shares12.0K

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

-0.11%

Shares5.6K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

New

Shares54.0K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

-5.83%

Shares19.2K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

-7.18%

Shares37.0K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

New

Shares30.3K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-50.93%

Shares16.7K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.40%

Shares16.2K

Event2026-03-31

Filed2026-04-29

SRLN

SSGA ACTIVE ETF TR

-33.29%

Shares29.9K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-8.37%

Shares4.5K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-2.07%

Shares3.1K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

26.47%

Shares6.3K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-17.57%

Shares2.9K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-10.22%

Shares1.5K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-22.58%

Shares1.9K

Event2026-03-31

Filed2026-04-29

CITIGROUP INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-29