SageView Advisory Group, LLC

Newport Beach, CA · CIK 1914558 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2005 · limited liability company

Assets managed$37.5bn
Staff195 · 112 in investment roles
Main clients (by assets)Pension plans 95%, State and local governments 3%, High net worth individuals 1%
Form ADV · 2026-08-25SEC adviser record

Kindinstitutions
Others nearbyNewport Beach, CA, Villa Park, IL, Knoxville, TN, Boston, MA, Glen Allen, VA, Chicago, IL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Newport Beach, CA (main office)United States	United States	about 42
Knoxville, TNUnited States	United States	8
Oakbrook Terrace, ILUnited States	United States	8
Boston, MAUnited States	United States	7
Glen Allen, VAUnited States	United States	5
Chicago, ILUnited States	United States	4
Pheonix, AZUnited States	United States	4
Wayzata, MNUnited States	United States	4
Glenview, ILUnited States	United States	3
Redwood City, CAUnited States	United States	3
West Palm Beach, FLUnited States	United States	3
Deer Park, ILUnited States	United States	2

12 more cities

Eden Prairie, MNUnited States	United States	2
Fulton, MDUnited States	United States	2
Honolulu, HIUnited States	United States	2
Louisville, COUnited States	United States	2
Overland Park, KSUnited States	United States	2
Portland, ORUnited States	United States	2
San Diego, CAUnited States	United States	2
Birmingham, MIUnited States	United States	1
Fort Wayne, INUnited States	United States	1
Houston, TXUnited States	United States	1
Irving, TXUnited States	United States	1
North Syracuse, NYUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$3.1bn reported value +11.5% vs Q1 2026

615positions

55.1%in top 10

54 new 179 added 338 reduced 25 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE US AGGBD ET AGG	AGG	3,533,005	$349.7m11.46%	11.46%	Reduced -177.4k	-177,449 -4.8%
2	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	2,764,707	$293.9m9.63%	9.63%	Reduced -205.1k	-205,054 -6.9%
3	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	1,931,426	$246.9m8.09%	8.09%	Reduced -131.6k	-131,644 -6.4%
4	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	6,255,699	$173.3m5.68%	5.68%	Reduced -357.7k	-357,677 -5.4%
5	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	638,507	$157.2m5.15%	5.15%	Reduced -30.5k	-30,503 -4.6%
6	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	3,169,433	$114.9m3.77%	3.77%	Reduced -196.4k	-196,375 -5.8%
7	ISHARES TR CORE INTL AGGR IAGG	IAGG	2,023,152	$102.4m3.35%	3.35%	Reduced -177.8k	-177,839 -8.1%
8	ISHARES TR GLOBAL REIT ETF REET	REET	3,241,966	$89.5m2.93%	2.93%	Reduced -132.1k	-132,148 -3.9%
9	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	1,703,083	$82.0m2.69%	2.69%	Reduced -78.0k	-78,006 -4.4%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	93,564	$70.1m2.30%	2.30%	Added +49.7k	+49,692 113.3%
11	APPLE INC COM AAPL	AAPL	176,758	$51.1m1.68%	1.68%	Reduced -2.1k	-2,148 -1.2%
12	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	601,332	$44.1m1.45%	1.45%	Added +478.2k	+478,184 388.3%
13	NVIDIA CORPORATION COM NVDA	NVDA	145,314	$29.1m0.95%	0.95%	Reduced -3.9k	-3,865 -2.6%
14	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	1,209,597	$28.4m0.93%	0.93%	Reduced -110.2k	-110,205 -8.3%
15	ISHARES TR NATIONAL MUN ETF MUB	MUB	250,803	$27.0m0.88%	0.88%	Reduced -13.3k	-13,291 -5.0%
16	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	511,049	$25.8m0.84%	0.84%	Added +443.3k	+443,336 654.7%
17	ISHARES TR JPMORGAN USD EMG EMB	EMB	256,088	$24.7m0.81%	0.81%	Reduced -15.7k	-15,675 -5.8%
18	MICROSOFT CORP COM MSFT	MSFT	60,310	$22.5m0.74%	0.74%	Reduced -2.7k	-2,666 -4.2%
19	ISHARES INC CORE MSCI EMKT IEMG	IEMG	241,387	$20.0m0.66%	0.66%	Added +119.0k	+118,996 97.2%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	54,222	$19.4m0.64%	0.64%	Reduced -526	-526 -1.0%
21	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	51,869	$19.2m0.63%	0.63%	Reduced -960	-960 -1.8%
22	ISHARES TR CORE MSCI EAFE IEFA	IEFA	181,320	$17.5m0.57%	0.57%	Reduced -2.8k	-2,783 -1.5%
23	FLEXSHARES TR MORNSTAR USMKT TILT	TILT	62,120	$17.1m0.56%	0.56%	Reduced -1.1k	-1,069 -1.7%
24	ISHARES TR CORE S&P MCP ETF IJH	IJH	211,782	$16.3m0.54%	0.54%	Added +11.5k	+11,467 5.7%
25	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	236,358	$16.0m0.52%	0.52%	Added +214.2k	+214,214 967.4%
26	AMAZON COM INC COM AMZN	AMZN	66,025	$15.7m0.52%	0.52%	Reduced -40	-40 -0.1%
27	PROCTER AND GAMBLE CO COM PG	PG	92,074	$13.5m0.44%	0.44%	Reduced -16	-16 -0.0%
28	ELI LILLY & CO COM LLY	LLY	11,047	$13.3m0.43%	0.43%	Reduced -324	-324 -2.9%
29	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	100,084	$13.2m0.43%	0.43%	Added +1.1k	+1,129 1.1%
30	JPMORGAN CHASE & CO COM JPM	JPM	37,999	$12.4m0.41%	0.41%	Reduced -402	-402 -1.1%
31	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	269,949	$12.0m0.39%	0.39%	Reduced -11.8k	-11,821 -4.2%
32	CISCO SYS INC COM CSCO	CSCO	96,233	$11.3m0.37%	0.37%	Added +221	+221 0.2%
33	VANGUARD WORLD FD ESG US CORP BD VCEB	VCEB	177,552	$11.1m0.37%	0.37%	Added +2.1k	+2,083 1.2%
34	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	15,951	$11.0m0.36%	0.36%	Reduced -129	-129 -0.8%
35	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDFO	DDFO	482,639	$10.9m0.36%	0.36%	Reduced -19.3k	-19,266 -3.8%
36	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	233,712	$10.7m0.35%	0.35%	Reduced -10.1k	-10,066 -4.1%
37	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	127,351	$10.5m0.34%	0.34%	Added +73.8k	+73,821 137.9%
38	INNOVATOR ETFS TRUST US EQTY PWR BUF PSEP	PSEP	223,846	$10.3m0.34%	0.34%	Reduced -9.9k	-9,925 -4.2%
39	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDFD	DDFD	510,851	$10.2m0.33%	0.33%	Reduced -22.0k	-21,992 -4.1%
40	BROADCOM INC COM AVGO	AVGO	26,952	$10.2m0.33%	0.33%	Reduced -704	-704 -2.5%
41	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	123,020	$10.1m0.33%	0.33%	Added +1.7k	+1,698 1.4%
42	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	124,335	$9.7m0.32%	0.32%	Added +88.1k	+88,103 243.2%
43	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	25,180	$8.7m0.28%	0.28%	Reduced -259	-259 -1.0%
44	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	98,451	$8.7m0.28%	0.28%	Added +83.0k	+83,036 538.7%
45	META PLATFORMS INC CL A META	META	15,359	$8.7m0.28%	0.28%	Reduced -2.3k	-2,259 -12.8%
46	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	67,429	$8.4m0.28%	0.28%	Added +59.7k	+59,680 770.2%
47	INNOVATOR ETFS TRUST INNOVATOR INTER ISEP	ISEP	231,896	$8.0m0.26%	0.26%	Reduced -10.2k	-10,234 -4.2%
48	INNOVATOR ETFS TRUST INTERNATIONAL DV IOCT	IOCT	216,854	$8.0m0.26%	0.26%	Reduced -9.5k	-9,544 -4.2%
49	INNOVATOR ETFS TRUST INNOVATOR INTL D IMAR	IMAR	259,720	$7.9m0.26%	0.26%	Reduced -11.1k	-11,051 -4.1%
50	ISHARES TR SHRT NAT MUN ETF SUB	SUB	70,883	$7.5m0.25%	0.25%	Reduced -442	-442 -0.6%
51	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,967	$7.4m0.24%	0.24%	Reduced -56	-56 -0.6%
52	BNY MELLON ETF TRUST II MUNICIPAL SHT DU BKMS	BKMS	271,600	$6.9m0.23%	0.23%	Reduced -4.9k	-4,870 -1.8%
53	ISHARES TR MSCI USA MIN VOL USMV	USMV	71,674	$6.9m0.23%	0.23%	Reduced -879	-879 -1.2%
54	BNY MELLON ETF TRUST II MUNICIPAL INTER BKMI	BKMI	261,058	$6.9m0.23%	0.23%	Added +3.4k	+3,396 1.3%
55	CSW INDUSTRIALS INC COM CSW	CSW	24,761	$6.9m0.23%	0.23%	Reduced -3.1k	-3,062 -11.0%
56	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	154,963	$6.8m0.22%	0.22%	Added +140.9k	+140,878 1000.2%
57	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	158,837	$6.7m0.22%	0.22%	Reduced -15.3k	-15,287 -8.8%
58	HOME DEPOT INC COM HD	HD	18,726	$6.6m0.22%	0.22%	Reduced -350	-350 -1.8%
59	ISHARES TR RUS TOP 200 ETF IWL	IWL	35,692	$6.6m0.22%	0.22%	Reduced -322	-322 -0.9%
60	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	111,330	$6.6m0.22%	0.22%	Added +97.7k	+97,694 716.4%
61	TESLA INC COM TSLA	TSLA	15,581	$6.6m0.21%	0.21%	Reduced -251	-251 -1.6%
62	ISHARES TR RUS MID CAP ETF IWR	IWR	58,609	$6.5m0.21%	0.21%	Added +3.0k	+3,015 5.4%
63	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	75,189	$6.4m0.21%	0.21%	Reduced -893	-893 -1.2%
64	FLEXSHARES TR M STAR DEV MKT TLTD	TLTD	64,108	$6.3m0.21%	0.21%	Reduced -92	-92 -0.1%
65	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	209,484	$6.3m0.21%	0.21%	Added +197.9k	+197,869 1703.6%
66	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,467	$6.2m0.20%	0.20%	Reduced -160	-160 -1.3%
67	BNY MELLON ETF TRUST II MUN OPPTYS ETF BMOP	BMOP	246,579	$6.2m0.20%	0.20%	Reduced -3.4k	-3,448 -1.4%
68	INNOVATOR ETFS TRUST US SML CP PWR B KOCT	KOCT	163,752	$6.1m0.20%	0.20%	Reduced -8.1k	-8,135 -4.7%
69	INNOVATOR ETFS TRUST US SMALL CAP PWR KDEC	KDEC	214,228	$6.1m0.20%	0.20%	Reduced -10.3k	-10,350 -4.6%
70	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	73,811	$6.1m0.20%	0.20%	Added +63.8k	+63,763 634.6%
71	ISHARES TR CORE S&P SCP ETF IJR	IJR	40,903	$6.1m0.20%	0.20%	Reduced -113	-113 -0.3%
72	AUTODESK INC COM ADSK	ADSK	30,633	$6.0m0.20%	0.20%	Reduced -85	-85 -0.3%
73	INNOVATOR ETFS TRUST US SMALL CAP PWR KAUG	KAUG	207,007	$5.9m0.19%	0.19%	Reduced -9.9k	-9,863 -4.5%
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	19,246	$5.8m0.19%	0.19%	Reduced -723	-723 -3.6%
75	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	56,253	$5.8m0.19%	0.19%	Added +51.1k	+51,098 991.2%
76	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,794	$5.7m0.19%	0.19%	Added +1.2k	+1,186 13.8%
77	EXXON MOBIL CORP COM XOM	XOM	40,261	$5.5m0.18%	0.18%	Reduced -2.4k	-2,382 -5.6%
78	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	24,931	$5.5m0.18%	0.18%	Reduced -69	-69 -0.3%
79	SEMPRA COM SRE	SRE	58,909	$5.5m0.18%	0.18%	Reduced -1.8k	-1,795 -3.0%
80	VISA INC COM CL A V	V	14,778	$5.1m0.17%	0.17%	Reduced -875	-875 -5.6%
81	TEXAS INSTRS INC COM TXN	TXN	16,934	$5.0m0.17%	0.17%	Added +234	+234 1.4%
82	MICRON TECHNOLOGY INC COM MU	MU	4,362	$5.0m0.17%	0.17%	Reduced -364	-364 -7.7%
83	ISHARES INC MSCI EMRG CHN EMXC	EMXC	49,172	$5.0m0.16%	0.16%	Reduced -105	-105 -0.2%
84	JOHNSON & JOHNSON COM JNJ	JNJ	19,763	$5.0m0.16%	0.16%	Reduced -1.4k	-1,378 -6.5%
85	ARDENT HEALTH INC COM ARDT	ARDT	480,447	$4.7m0.15%	0.15%	Reduced -160.1k	-160,149 -25.0%
86	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,373	$4.7m0.15%	0.15%	Added +5	+5 0.1%
87	WALMART INC COM WMT	WMT	41,421	$4.7m0.15%	0.15%	Reduced -965	-965 -2.3%
88	ALPHABET INC CAP STK CL C GOOG	GOOG	13,271	$4.7m0.15%	0.15%	Reduced -448	-448 -3.3%
89	ISHARES TR MSCI KLD400 SOC DSI	DSI	32,487	$4.6m0.15%	0.15%	Reduced -6.6k	-6,635 -17.0%
90	COSTCO WHSL CORP NEW COM COST	COST	4,819	$4.5m0.15%	0.15%	Added +255	+255 5.6%
91	PHILIP MORRIS INTL INC COM PM	PM	24,736	$4.5m0.15%	0.15%	Reduced -240	-240 -1.0%
92	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	93,618	$4.4m0.15%	0.15%	Reduced -1.2k	-1,172 -1.2%
93	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	51,407	$4.4m0.15%	0.15%	Reduced -1.1k	-1,087 -2.1%
94	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	103,914	$4.4m0.14%	0.14%	Added +1.2k	+1,206 1.2%
95	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	81,404	$4.3m0.14%	0.14%	Reduced -1.4k	-1,391 -1.7%
96	INTEL CORP COM INTC	INTC	30,728	$4.3m0.14%	0.14%	Added +2.2k	+2,205 7.7%
97	ISHARES INC MSCI EURZONE ETF EZU	EZU	60,895	$4.2m0.14%	0.14%	Added +15.7k	+15,746 34.9%
98	MCDONALDS CORP COM MCD	MCD	15,479	$4.2m0.14%	0.14%	Reduced -892	-892 -5.5%
99	INNOVATOR ETFS TRUST EMERGING MKT PWR EOCT	EOCT	120,129	$4.1m0.13%	0.13%	Reduced -5.7k	-5,690 -4.5%
100	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	89,731	$4.1m0.13%	0.13%	Added +864	+864 1.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		3,244	$1.5m3.2k shares
INNOVATOR ETFS TRUST USEP	USEP	30,227	$1.2m30.2k shares
CBRE GROUP INC CBRE	CBRE	3,385	$458.5k3.4k shares
AIRBNB INC ABNB	ABNB	2,985	$376.9k3.0k shares
ISHARES TR GVI	GVI	3,130	$333.9k3.1k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	1,706	$296.0k1.7k shares
DOW INC DOW	DOW	6,932	$288.7k6.9k shares
ISHARES TR IBDS	IBDS	11,659	$282.6k11.7k shares
CENCORA INC COR	COR	825	$259.2k825 shares
DOORDASH INC DASH	DASH	1,698	$255.0k1.7k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	509	$246.8k509 shares
AMETEK INC AME	AME	1,119	$239.9k1.1k shares
ISHARES SILVER TR SLV	SLV	3,460	$235.8k3.5k shares
VIAVI SOLUTIONS INC VIAV	VIAV	7,063	$235.1k7.1k shares
ISHARES TR IBDR	IBDR	9,635	$233.6k9.6k shares
SNOWFLAKE INC SNOW	SNOW	1,538	$232.0k1.5k shares
FOX CORP FOX	FOX	4,318	$229.3k4.3k shares
APPLOVIN CORP APP	APP	560	$222.9k560 shares
BOSTON SCIENTIFIC CORP BSX	BSX	3,411	$214.1k3.4k shares
ONEOK INC NEW OKE	OKE	2,296	$207.5k2.3k shares
ALBEMARLE CORP ALB	ALB	1,148	$206.1k1.1k shares
VANGUARD SCOTTSDALE FDS VMBS	VMBS	4,341	$203.8k4.3k shares
ISHARES TR MBB	MBB	2,129	$202.2k2.1k shares
HEALTH CATALYST INC HCAT	HCAT	55,442	$70.4k55.4k shares
GRUPO TELEVISA S A B TV	TV	10,000	$29.1k10.0k shares