Holdings
Sagace Wealth Management LLC
As of Jun 30, 2026, Sagace Wealth Management LLC reported 24 positions worth US$12.3M. Largest: Digital Realty Trust, Inc., Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Digital Realty Trust, Inc. | 15,869 | US$2.85M | −37 | Jun 30, 2026 |
| Apple Inc | 4,618 | US$1.34M | +72 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,210 | US$765K | +80 | Jun 30, 2026 |
| Broadcom Inc. | 1,402 | US$530K | −118 | Jun 30, 2026 |
| Johnson & Johnson | 1,875 | US$476K | no change | Jun 30, 2026 |
| Citigroup, Inc. | 3,380 | US$473K | −445 | Jun 30, 2026 |
| Visa Inc. | 1,352 | US$464K | no change | Jun 30, 2026 |
| Netflix, Inc. | 6,046 | US$432K | −252 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 858 | US$429K | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,849 | US$390K | −4 | Jun 30, 2026 |