SageView Advisory Group, LLC
CIK 1914558 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- AGG11.46%
- VONV9.63%
- VONG8.09%
- SCHF5.68%
- VXF5.15%
- SCHE3.77%
- IAGG3.35%
- REET2.93%
- SCHC2.69%
- IVV2.30%
Share classes counted separately55.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight decreased · -2.00 pp13.46% → 11.46%Shares -177.45K (-4.78%)
- IVVWeight increased · +1.25 pp1.05% → 2.30%Shares +49.69K (+113.27%)
- BNDWeight increased · +1.12 pp0.33% → 1.45%Shares +478.18K (+388.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $349.70M | 11.46% | 3.53M shares | 13.46% → 11.46%-2.00 pp -177.45K (-4.78%) | Reduced | ↗▾ |
| 02 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $293.92M | 9.63% | 2.76M shares | 10.17% → 9.63%-0.54 pp -205.05K (-6.90%) | Reduced | ↗▾ |
| 03 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $246.86M | 8.09% | 1.93M shares | 8.27% → 8.09%-0.18 pp -131.64K (-6.38%) | Reduced | ↗▾ |
| 04 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $173.28M | 5.68% | 6.26M shares | 5.98% → 5.68%-0.30 pp -357.68K (-5.41%) | Reduced | ↗▾ |
| 05 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $157.21M | 5.15% | 638.51K shares | 5.03% → 5.15%+0.12 pp -30.50K (-4.56%) | Reduced | ↗▾ |
| 06 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $114.92M | 3.77% | 3.17M shares | 4.05% → 3.77%-0.28 pp -196.38K (-5.83%) | Reduced | ↗▾ |
| 07 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $102.37M | 3.35% | 2.02M shares | 4.02% → 3.35%-0.67 pp -177.84K (-8.08%) | Reduced | ↗▾ |
| 08 | REETISHARES GLOBAL REIT ETFGLOBAL REIT ETF View history and evidence | $89.54M | 2.93% | 3.24M shares | 3.10% → 2.93%-0.17 pp -132.15K (-3.92%) | Reduced | ↗▾ |
| 09 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $81.95M | 2.69% | 1.70M shares | 3.04% → 2.69%-0.35 pp -78.01K (-4.38%) | Reduced | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $70.07M | 2.30% | 93.56K shares | 1.05% → 2.30%+1.25 pp +49.69K (+113.27%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| USEP INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -30,227 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
| CBRE CBRE GROUP INC - A | Non-derivative | -3,385 | -$458.53K | SEC filing ↗ | SEC filing ↗ |
| ABNB AIRBNB INC-CLASS A | Non-derivative | -2,985 | -$376.95K | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1914558 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Aug 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3051421129
}Research all 615 reported holdings.
This page includes 30 of 615 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 615 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1914558","quarter":"2026Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1914558","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.