SEC 13F Intelligence

Managers / Q1 2026

SageGuard Financial Group, LLC

CIK 0001861378 · 3066 BUSINESS PARK CIRCLE, GOODLETTSVILLE, TN, 37072 · 615-859-4567

Reported Value
$646M
Q1 2026
Positions
196
Filings on Record
6
2019–present window
Filed
Apr 23, 2026
original filing

Summary

Sageguard Financial Group, Llc reported $646M in U.S.-listed holdings across 196 positions for Q1 2026.

Its largest position, AAPL, represents 5.6% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q1 ’21: $215MQ1 ’21Q2 ’21: $220MQ2 ’21Q3 ’21: $6MQ3 ’21Q4 ’25: $628MQ4 ’25Q1 ’26: $646MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$646M196Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$628M177Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2021$6M15Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$220M138Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$215M131May 17, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.