SageView Advisory Group, LLC

13F filer · CIK 0001914558

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$3.05BU.S. long equity reported on 13F

Positions35530 new · 19 closed

Net flow last quarter+$1.4MBuys minus sells

Top 10 positions weight6.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026355 positions
AAPLApple Inc.	$51.1M	1.68%	0.00%	-1.2%	Q4 2022
NVDANvidia Corp	$29.1M	0.95%	0.00%	-2.6%	Q4 2022
MSFTMicrosoft Corp	$22.5M	0.74%	0.00%	-4.2%	Q4 2022
GOOGLAlphabet Inc.	$19.4M	0.64%	0.00%	-1.0%	Q4 2022
SPMDSupermedia Inc.	$16M	0.52%	Not reported	+967.4%	Q4 2023
AMZNAmazon Com Inc	$15.7M	0.52%	0.00%	-0.1%	Q4 2022
PGPROCTER & GAMBLE Co	$13.5M	0.44%	0.00%	0.0%	Q4 2022
LLYELI LILLY & Co	$13.3M	0.43%	0.00%	-2.9%	Q4 2022
JPMJPMorgan Chase & Co	$12.4M	0.41%	0.00%	-1.1%	Q4 2022
CSCOCisco Systems, Inc.	$11.3M	0.37%	0.00%	+0.2%	Q4 2022
AVGOBroadcom Inc.	$10.2M	0.33%	0.00%	-2.6%	Q4 2022
BSVNBank7 Corp.	$9.69M	0.32%	1.31%	+243.2%	Q4 2022
METAMeta Platforms, Inc.	$8.65M	0.28%	Not reported	-12.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$7.44M	0.24%	Not reported	-0.6%	Q4 2022
CSWCSW Industrials, Inc.	$6.89M	0.23%	0.15%	-11.0%	Q4 2022
HDHome Depot, Inc.	$6.6M	0.22%	0.00%	-1.8%	Q4 2022
TSLATesla, Inc.	$6.55M	0.21%	0.00%	-1.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.24M	0.20%	Not reported	-1.3%	Q4 2022
ADSKAutodesk, Inc.	$5.96M	0.20%	0.01%	-0.3%	Q4 2022
AMDAdvanced Micro Devices Inc	$5.69M	0.19%	0.00%	+13.8%	Q4 2023
XOMExxonMobil Holdings Corp	$5.5M	0.18%	0.00%	-5.6%	Q4 2022
SRESempra	$5.46M	0.18%	0.01%	-3.0%	Q4 2022
VVisa Inc.	$5.07M	0.17%	0.00%	-5.6%	Q4 2022
TXNTexas Instruments Inc	$5.05M	0.17%	0.00%	+1.4%	Q1 2023
MUMicron Technology Inc	$5.04M	0.17%	0.00%	-7.7%	Q4 2023
EMXCEmax Holdings Corp	$5.03M	0.16%	Not reported	-0.2%	Q2 2023
JNJJohnson & Johnson	$5.02M	0.16%	0.00%	-6.5%	Q4 2022
ARDTArdent Health, Inc.	$4.73M	0.15%	0.34%	-25.0%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$4.69M	0.15%	Not reported	+0.1%	Q4 2022
WMTWalmart Inc.	$4.69M	0.15%	0.00%	-2.3%	Q4 2022
GOOGAlphabet Inc.	$4.69M	0.15%	Not reported	-3.3%	Q4 2022
COSTCostco Wholesale Corp	$4.51M	0.15%	0.00%	+5.6%	Q4 2022
PMPhilip Morris International Inc.	$4.48M	0.15%	0.00%	-1.0%	Q4 2022
INTCIntel Corp	$4.29M	0.14%	0.00%	+7.7%	Q4 2022
MCDMcdonalds Corp	$4.18M	0.14%	0.00%	-5.5%	Q4 2022
ABBVAbbVie Inc.	$4.1M	0.13%	0.00%	-14.5%	Q4 2022
GEGeneral Electric Co	$3.96M	0.13%	0.00%	+0.4%	Q4 2022
SUSASouthern USA Resources Inc.	$3.89M	0.13%	Not reported	-13.9%	Q4 2022
UNHUnitedhealth Group Inc	$3.83M	0.13%	0.00%	-4.8%	Q4 2022
BACBank of America Corp	$3.66M	0.12%	0.00%	-5.5%	Q4 2022
GEVGE Vernova Inc.	$3.61M	0.12%	0.00%	+2.2%	Q2 2024
GLWCorning Inc	$3.48M	0.11%	0.00%	-11.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.37M	0.11%	Not reported	-9.2%	Q4 2022
PULSPulse Electronics Corp	$3.33M	0.11%	0.38%	+19.9%	Q1 2023
MRKMerck & Co., Inc.	$3.24M	0.11%	0.00%	+8.3%	Q4 2022
VOTVan Kampen Municipal Opportunity Trust II	$3.04M	0.10%	Not reported	-3.2%	Q4 2022
CVXChevron Corp	$2.94M	0.10%	0.00%	-3.8%	Q4 2022
TTTrane Technologies plc	$2.91M	0.10%	0.00%	-26.6%	Q1 2023
PANWPalo Alto Networks Inc	$2.74M	0.09%	0.00%	+0.5%	Q2 2023
AMATApplied Materials Inc	$2.7M	0.09%	0.00%	-6.6%	Q1 2023

Q1 2026Reported Aug 10, 2026342 positions
AAPLApple Inc.	$45.4M	1.66%	0.00%	-6.2%	Q4 2022
NVDANvidia Corp	$26M	0.95%	0.00%	-6.6%	Q4 2022
MSFTMicrosoft Corp	$23.3M	0.85%	0.00%	-5.5%	Q4 2022
GOOGLAlphabet Inc.	$15.7M	0.58%	0.00%	-6.6%	Q4 2022
AMZNAmazon Com Inc	$13.8M	0.50%	0.00%	-7.5%	Q4 2022
PGPROCTER & GAMBLE Co	$13.3M	0.49%	0.00%	-8.7%	Q4 2022
JPMJPMorgan Chase & Co	$11.3M	0.41%	0.00%	-5.9%	Q4 2022
LLYELI LILLY & Co	$10.5M	0.38%	0.00%	-1.7%	Q4 2022
METAMeta Platforms, Inc.	$10.1M	0.37%	Not reported	-17.8%	Q4 2022
AVGOBroadcom Inc.	$8.56M	0.31%	0.00%	-1.0%	Q4 2022
CSCOCisco Systems, Inc.	$7.45M	0.27%	0.00%	-21.3%	Q4 2022
ADSKAutodesk, Inc.	$7.35M	0.27%	0.01%	-0.2%	Q4 2022
CSWCSW Industrials, Inc.	$7.25M	0.26%	0.17%	+43.0%	Q4 2022
XOMExxonMobil Holdings Corp	$7.23M	0.26%	0.00%	-46.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$6.52M	0.24%	Not reported	-6.2%	Q4 2022
HDHome Depot, Inc.	$6.27M	0.23%	0.00%	-12.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.05M	0.22%	Not reported	-2.8%	Q4 2022
SRESempra	$5.9M	0.22%	0.01%	-0.6%	Q4 2022
TSLATesla, Inc.	$5.89M	0.22%	0.00%	-2.3%	Q4 2022
ARDTArdent Health, Inc.	$5.48M	0.20%	0.45%	Not reported	Q1 2025
WMTWalmart Inc.	$5.27M	0.19%	0.00%	-4.5%	Q4 2022
JNJJohnson & Johnson	$5.17M	0.19%	0.00%	-27.4%	Q4 2022
MCDMcdonalds Corp	$5.09M	0.19%	0.00%	-35.5%	Q4 2022
VVisa Inc.	$4.73M	0.17%	0.00%	-14.9%	Q4 2022
COSTCostco Wholesale Corp	$4.55M	0.17%	0.00%	-0.9%	Q4 2022
ABBVAbbVie Inc.	$4.14M	0.15%	0.00%	-43.4%	Q4 2022
PMPhilip Morris International Inc.	$4.13M	0.15%	0.00%	-40.8%	Q4 2022
GOOGAlphabet Inc.	$3.94M	0.14%	Not reported	-9.4%	Q4 2022
EMXCEmax Holdings Corp	$3.88M	0.14%	Not reported	+3.7%	Q2 2023
SUSASouthern USA Resources Inc.	$3.87M	0.14%	Not reported	-2.0%	Q4 2022
CVXChevron Corp	$3.81M	0.14%	0.00%	-39.3%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.68M	0.13%	Not reported	-13.6%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.47M	0.13%	Not reported	-9.9%	Q4 2022
TTTrane Technologies plc	$3.37M	0.12%	0.00%	-2.6%	Q1 2023
BACBank of America Corp	$3.32M	0.12%	0.00%	-10.9%	Q4 2022
TXNTexas Instruments Inc	$3.24M	0.12%	0.00%	-29.2%	Q1 2023
GEGeneral Electric Co	$2.99M	0.11%	0.00%	-11.4%	Q4 2022
BSVNBank7 Corp.	$2.84M	0.10%	0.38%	-35.9%	Q4 2022
MRKMerck & Co., Inc.	$2.81M	0.10%	0.00%	-43.9%	Q4 2022
PULSPulse Electronics Corp	$2.77M	0.10%	0.32%	+10.4%	Q1 2023
TJXTJX Companies Inc	$2.72M	0.10%	0.00%	-7.9%	Q1 2023
VOTVan Kampen Municipal Opportunity Trust II	$2.64M	0.10%	Not reported	-9.3%	Q4 2022
GEVGE Vernova Inc.	$2.62M	0.10%	0.00%	+13.0%	Q2 2024
UNHUnitedhealth Group Inc	$2.62M	0.10%	0.00%	-13.6%	Q4 2022
NFLXNetflix Inc	$2.59M	0.09%	0.00%	-20.7%	Q4 2022
MAMastercard Inc	$2.56M	0.09%	0.00%	-12.4%	Q4 2022
TMUST-Mobile US, Inc.	$2.53M	0.09%	0.00%	-10.9%	Q1 2023
ABTAbbott Laboratories	$2.44M	0.09%	0.00%	-3.0%	Q4 2022
CTASCintas Corp	$2.34M	0.09%	0.00%	-0.1%	Q1 2023
PEPPepsico Inc	$2.29M	0.08%	0.00%	-31.6%	Q4 2022

Q4 2025Reported Feb 17, 20261,974 positions
AAPLApple Inc.	$51.9M	1.75%	0.00%	-4.9%	Q4 2022
MSFTMicrosoft Corp	$32.2M	1.09%	0.00%	-4.9%	Q4 2022
NVDANvidia Corp	$29.8M	1.01%	0.00%	-1.1%	Q4 2022
GOOGLAlphabet Inc.	$18.3M	0.62%	0.00%	+5.6%	Q4 2022
AMZNAmazon Com Inc	$16.5M	0.56%	0.00%	-3.4%	Q4 2022
PGPROCTER & GAMBLE Co	$14.4M	0.49%	0.00%	-3.8%	Q4 2022
METAMeta Platforms, Inc.	$14.1M	0.48%	Not reported	-10.3%	Q4 2022
IDEVEndo Pharmaceuticals Solutions Inc.	$13.2M	0.45%	Not reported	-2.3%	Q1 2023
JPMJPMorgan Chase & Co	$13.1M	0.44%	0.00%	-7.3%	Q4 2022
LLYELI LILLY & Co	$12.4M	0.42%	0.00%	-4.7%	Q4 2022
AVGOBroadcom Inc.	$9.67M	0.33%	0.00%	-6.1%	Q4 2022
XOMExxonMobil Holdings Corp	$9.65M	0.33%	0.00%	+19.6%	Q4 2022
CSCOCisco Systems, Inc.	$9.39M	0.32%	0.00%	+3.1%	Q4 2022
ADSKAutodesk, Inc.	$9.11M	0.31%	0.01%	+0.1%	Q4 2022
MCDMcdonalds Corp	$7.76M	0.26%	0.00%	+5.0%	Q4 2022
ABBVAbbVie Inc.	$7.68M	0.26%	0.00%	-7.4%	Q4 2022
HDHome Depot, Inc.	$7.46M	0.25%	0.00%	-15.8%	Q4 2022
TSLATesla, Inc.	$7.29M	0.25%	0.00%	+6.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$7.28M	0.25%	Not reported	-31.5%	Q4 2022
PMPhilip Morris International Inc.	$6.77M	0.23%	0.00%	-2.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.53M	0.22%	Not reported	-2.1%	Q4 2022
VVisa Inc.	$6.45M	0.22%	0.00%	-5.9%	Q4 2022
JNJJohnson & Johnson	$6.03M	0.20%	0.00%	-3.4%	Q4 2022
CSWCSW Industrials, Inc.	$5.71M	0.19%	0.12%	-20.7%	Q4 2022
ARDTArdent Health, Inc.	$5.66M	0.19%	0.45%	-19.0%	Q1 2025
SRESempra	$5.39M	0.18%	0.01%	-0.4%	Q4 2022
WMTWalmart Inc.	$4.95M	0.17%	0.00%	-3.1%	Q4 2022
GOOGAlphabet Inc.	$4.75M	0.16%	Not reported	+7.7%	Q4 2022
CVXChevron Corp	$4.62M	0.16%	0.00%	-17.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.53M	0.15%	Not reported	-1.5%	Q4 2022
BSVNBank7 Corp.	$4.45M	0.15%	0.60%	+0.5%	Q4 2022
MRKMerck & Co., Inc.	$4.38M	0.15%	0.00%	-9.0%	Q4 2022
BACBank of America Corp	$4.2M	0.14%	0.00%	-13.1%	Q4 2022
KOCoca Cola Co	$4.18M	0.14%	0.00%	+30.4%	Q4 2022
SUSASouthern USA Resources Inc.	$4.17M	0.14%	Not reported	-1.7%	Q4 2022
TXNTexas Instruments Inc	$4.09M	0.14%	0.00%	-3.6%	Q1 2023
COSTCostco Wholesale Corp	$3.97M	0.13%	0.00%	-9.1%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.74M	0.13%	Not reported	-18.8%	Q4 2022
UNHUnitedhealth Group Inc	$3.7M	0.13%	0.00%	-6.9%	Q4 2022
GEGeneral Electric Co	$3.67M	0.12%	0.00%	-14.5%	Q4 2022
EMXCEmax Holdings Corp	$3.45M	0.12%	Not reported	-18.7%	Q2 2023
MAMastercard Inc	$3.33M	0.11%	0.00%	-2.4%	Q4 2022
ORCLOracle Corp	$3.3M	0.11%	0.00%	-6.6%	Q4 2022
DDominion Energy, Inc	$3.24M	0.11%	0.01%	-1.6%	Q4 2022
TTTrane Technologies plc	$3.23M	0.11%	0.00%	-12.4%	Q1 2023
NVSNovartis AG	$3.22M	0.11%	0.00%	-4.6%	Q4 2022
NFLXNetflix Inc	$3.18M	0.11%	0.00%	-20.2%	Q4 2022
VOTVan Kampen Municipal Opportunity Trust II	$3.15M	0.11%	Not reported	-3.9%	Q4 2022
IBMInternational Business Machines Corp	$3.14M	0.11%	0.00%	-5.2%	Q4 2022
PEPPepsico Inc	$3.09M	0.10%	0.00%	-27.7%	Q4 2022

Q3 2025Reported Nov 13, 2025399 positions
AAPLApple Inc.	$51.1M	1.76%	0.00%	+7.5%	Q4 2022
MSFTMicrosoft Corp	$36.3M	1.25%	0.00%	0.0%	Q4 2022
NVDANvidia Corp	$30.1M	1.04%	0.00%	+4.5%	Q4 2022
METAMeta Platforms, Inc.	$17.5M	0.61%	Not reported	+16.1%	Q4 2022
AMZNAmazon Com Inc	$16.2M	0.56%	0.00%	+4.8%	Q4 2022
PGPROCTER & GAMBLE Co	$16.1M	0.56%	0.00%	+7.5%	Q4 2022
JPMJPMorgan Chase & Co	$13.9M	0.48%	0.00%	-3.9%	Q4 2022
GOOGLAlphabet Inc.	$13.5M	0.47%	0.00%	+5.2%	Q4 2022
IDEVEndo Pharmaceuticals Solutions Inc.	$13.1M	0.45%	Not reported	+1243.1%	Q1 2023
ARDTArdent Health, Inc.	$10.5M	0.36%	0.55%	Not reported	Q1 2025
HDHome Depot, Inc.	$10.4M	0.36%	0.00%	+20.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$10.4M	0.36%	Not reported	+43.9%	Q4 2022
AVGOBroadcom Inc.	$9.82M	0.34%	0.00%	-1.1%	Q4 2022
ADSKAutodesk, Inc.	$9.76M	0.34%	0.01%	-9.3%	Q4 2022
LLYELI LILLY & Co	$9.26M	0.32%	0.00%	+3.6%	Q4 2022
ABBVAbbVie Inc.	$8.41M	0.29%	0.00%	+61.9%	Q4 2022
CSCOCisco Systems, Inc.	$8.09M	0.28%	0.00%	+33.7%	Q4 2022
PDECPetals Decorative Accents, Inc.	$7.75M	0.27%	Not reported	+38.5%	Q1 2024
XOMExxonMobil Holdings Corp	$7.56M	0.26%	0.00%	+46.1%	Q4 2022
MCDMcdonalds Corp	$7.34M	0.25%	0.00%	+44.1%	Q4 2022
PMPhilip Morris International Inc.	$7.01M	0.24%	0.00%	+49.7%	Q4 2022
TSLATesla, Inc.	$6.76M	0.23%	0.00%	+3.3%	Q4 2022
VVisa Inc.	$6.68M	0.23%	0.00%	-2.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.67M	0.23%	Not reported	-20.3%	Q4 2022
CSWCSW Industrials, Inc.	$5.95M	0.21%	0.15%	-10.4%	Q4 2022
CVXChevron Corp	$5.73M	0.20%	0.00%	+104.0%	Q4 2022
JNJJohnson & Johnson	$5.59M	0.19%	0.00%	+38.9%	Q4 2022
SRESempra	$5.52M	0.19%	0.01%	-0.3%	Q4 2022
ORCLOracle Corp	$5.11M	0.18%	0.00%	-5.5%	Q4 2022
NFLXNetflix Inc	$5.1M	0.18%	0.00%	+11.4%	Q4 2022
WMTWalmart Inc.	$4.72M	0.16%	0.00%	-2.0%	Q4 2022
COSTCostco Wholesale Corp	$4.69M	0.16%	0.00%	-6.3%	Q4 2022
BACBank of America Corp	$4.54M	0.16%	0.00%	+7.8%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.52M	0.16%	Not reported	-10.3%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.5M	0.16%	Not reported	-1.6%	Q4 2022
TXNTexas Instruments Inc	$4.49M	0.16%	0.00%	+42.9%	Q1 2023
BSVNBank7 Corp.	$4.44M	0.15%	0.60%	+90.7%	Q4 2022
PEPPepsico Inc	$4.19M	0.14%	0.00%	+80.4%	Q4 2022
GEGeneral Electric Co	$4.19M	0.14%	0.00%	-3.2%	Q4 2022
UNHUnitedhealth Group Inc	$4.16M	0.14%	0.00%	+52.9%	Q4 2022
SUSASouthern USA Resources Inc.	$4.12M	0.14%	Not reported	+0.4%	Q4 2022
TTTrane Technologies plc	$3.99M	0.14%	0.00%	-3.1%	Q1 2023
EMXCEmax Holdings Corp	$3.95M	0.14%	Not reported	-18.5%	Q2 2023
MRKMerck & Co., Inc.	$3.84M	0.13%	0.00%	+95.2%	Q4 2022
PWRQuanta Services, Inc.	$3.72M	0.13%	0.01%	-2.7%	Q1 2023
VOTVan Kampen Municipal Opportunity Trust II	$3.45M	0.12%	Not reported	-0.5%	Q4 2022
ABTAbbott Laboratories	$3.45M	0.12%	0.00%	-1.6%	Q4 2022
DDominion Energy, Inc	$3.44M	0.12%	0.01%	+100.8%	Q4 2022
GOOGAlphabet Inc.	$3.42M	0.12%	Not reported	+6.0%	Q4 2022
MAMastercard Inc	$3.4M	0.12%	0.00%	+2.1%	Q4 2022

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