Sagace Wealth Management LLC
Sagace Wealth Management LLC is an SEC-registered investment advisory firm headquartered in St. Petersburg, Florida. The firm primarily provides wealth management and advisory services to individuals, families, and institutions. Founded in 2017, Sagace manages client assets across public equities and potentially other asset classes, aiming to deliver tailored financial solutions. As of early 2025, the firm employs 7 professionals, all of whom serve as investment advisors to their clients.
Investment Strategy
Sagace Wealth Management LLC focuses on personalized portfolio management and comprehensive wealth advisory solutions for high-net-worth clients and institutions. The firm primarily invests in publicly traded equities and employs a client-centric, goals-based approach. Investment decisions are made based on thorough research, market analysis, and risk management tailored to client objectives and time horizons.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 6.75% | $9.9M | 118,081 | $79.74 | $84.11 | -$480.9K |
V VO | VANGUARD INDEX FDS | 6.00% | $8.8M | 30,046 | $256.35 | $293.74 | +$523.2K |
V VCLT | VANGUARD SCOTTSDALE FDS | 5.01% | $7.4M | 95,037 | $76.79 | $77.65 | +$4.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 4.61% | $6.8M | 35,771 | $170.66 | $189.70 | +$602.8K |
B BIV | VANGUARD BD INDEX FDS | 4.33% | $6.4M | 81,547 | $76.26 | $78.09 | +$3.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | Bought | Call | $356.4K | 57 | $254.63 | $254.63 | +57 | +$356.4K |