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.
Compared with Q4 2025, the fund opened 24 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 59.8% · $386M
- ETP · 37.5% · $242M
- MLP · 1.7% · $11M
- ADR · 0.4% · $3M
- REIT · 0.3% · $2M
- Other · 0.2% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
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 ↗.