All 47 'S' SEC Investors

Institutional investment managers with at least $100 million in assets under management.

CIK 0001845635 13F manager

SAGE PRIVATE WEALTH GROUP, LLC

Top reported holdings
First Trust - American Industrial Renaissance ETF, FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND, Capital Group Dividend Value ETF, iShares Gold Trust
Location
Oakbrook Terrace, IL
Latest filing
Q1 2026
Holdings count
97
Holdings value
$198.69M
CIK 0002010574 13F manager

Sachetta, LLC

Top reported holdings
INVESCO QQQ TR, STATE STR SPDR S&P 500 ETF T, SPDR INDEX SHS FDS, FIDELITY MERRIMACK STR TR
Location
Lynnfield, MA
Latest filing
Q1 2026
Holdings count
1,068
Holdings value
$184.23M
CIK 0001713286 13F manager

SFAM, LLC

Top reported holdings
Vanguard Large Cap, iShares Core US Bond, iShares Russell 2500, iShares Dividend Growth
Location
Elmhurst, IL
Latest filing
Q1 2026
Holdings count
268
Holdings value
$107.82M

SEC Investors

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