SAGE FINANCIAL MANAGEMENT GROUP, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 5K | $1.24M |
 | SHW | 5K | $1.50M |
 | JNJ | 3K | $788.81K |
 | KO | 3K | $219.86K |
 | MSFT | 2K | $857.68K |
 | UNP | 2K | $495.92K |
 | JPM | 2K | $472.71K |
 | IBM | 2K | $380.55K |
 | XOM | 1K | $241.36K |
 | ABBV | 1K | $302.96K |
 | GOOG | 1K | $384.68K |
 | CB | 1K | $402.52K |
 | AMZN | 993 | $206.81K |
 | MA | 403 | $201.36K |
Apple Inc.
AAPL
Shares Held
5K
Value
$1.24M
The Sherwin-Williams Company
SHW
Shares Held
5K
Value
$1.50M
Johnson & Johnson
JNJ
Shares Held
3K
Value
$788.81K
The Coca-Cola Company
KO
Shares Held
3K
Value
$219.86K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$857.68K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$495.92K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$472.71K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$380.55K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$241.36K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$302.96K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$384.68K
Chubb Limited
CB
Shares Held
1K
Value
$402.52K
Amazon.com, Inc.
AMZN
Shares Held
993
Value
$206.81K
Mastercard Incorporated
MA
Shares Held
403
Value
$201.36K