Sagace Wealth Management LLC reported 74 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Sagace Wealth Management LLC reported 74 holdings worth US$159M as of Jun 30, 2026. Largest: Digital Realty Trust, Inc., Apple Inc and Amazon.com, Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Digital Realty Trust, Inc. | 15,869 | US$2.85M | 1.8% |
| Apple Inc | 4,618 | US$1.34M | 0.84% |
| Amazon.com, Inc. | 3,210 | US$765K | 0.48% |
| Broadcom Inc. | 1,402 | US$530K | 0.33% |
| Johnson & Johnson | 1,875 | US$476K | 0.30% |
| Citigroup, Inc. | 3,380 | US$473K | 0.30% |
| Visa Inc. | 1,352 | US$464K | 0.29% |
| Netflix, Inc. | 6,046 | US$432K | 0.27% |
| Berkshire Hathaway Inc. | 858 | US$429K | 0.27% |
| Exxon Mobil Corporation | 2,849 | US$390K | 0.24% |
| Meta Platforms, Inc. | 681 | US$384K | 0.24% |
| International Business Machines Corporation | 1,334 | US$375K | 0.24% |
| Cisco Systems, Inc. | 3,136 | US$368K | 0.23% |
| Ge Vernova Inc. | 282 | US$331K | 0.21% |
| Microsoft Corp. | 851 | US$317K | 0.20% |
| Crowdstrike Holdings, Inc. | 409 | US$312K | 0.20% |
| Caterpillar, Inc. | 285 | US$303K | 0.19% |
| Home Depot, Inc. (the) | 815 | US$287K | 0.18% |
| Procter & Gamble Company (the) | 1,807 | US$265K | 0.17% |
| Ge Aerospace | 701 | US$262K | 0.16% |
| Parker-hannifin Corporation | 266 | US$260K | 0.16% |
| Newmont Corporation | 2,650 | US$248K | 0.16% |
| 3m Company | 1,430 | US$232K | 0.15% |
| Nextera Energy, Inc. | 2,515 | US$221K | 0.14% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |