Sageview Advisory Group, LLC
SageView Advisory Group, LLC is a California-based investment adviser founded in 1989, headquartered in Newport Beach, CA. The firm is an employee-owned entity specializing in retirement plan consulting, wealth management, and financial planning. SageView serves corporations, pension and profit sharing plans, high-net-worth individuals, government entities, and other institutional clients. As of July 2025, SageView has 248 employees and managed $238.6 billion in assets under management, with a particular focus on institutional retirement plan consulting and private wealth management.
Investment Strategy
SageView focuses on providing fiduciary retirement plan consulting, investment advisory, and comprehensive wealth planning for both institutional and private clients. The firm emphasizes customized investment solutions, risk management, and tailoring portfolios to client goals including 401(k) and pension plans. SageView's strategy involves asset allocation, diversification through ETFs, mutual funds, and other vehicles with regular monitoring and rebalancing. Their philosophy centers on prudent, objective advice designed to minimize costs and optimize long-term outcomes, primarily for retirement plan sponsors and participants.
Top Holdings
Equity Positions (598)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 12.31% | $325.5M | 3,311,083 | $96.52 | $99.20 | -$9.9M |
V VONG | VANGUARD SCOTTSDALE FDS | 9.29% | $245.7M | 2,162,622 | $95.57 | $109.20 | +$60.7M |
V VONV | VANGUARD SCOTTSDALE FDS | 9.15% | $241.9M | 2,780,136 | $77.83 | $85.21 | +$29.4M |
S SCHF | SCHWAB STRATEGIC TR | 6.09% | $161.0M | 7,258,961 | $19.27 | $22.10 | +$26.5M |
V VXF | VANGUARD INDEX FDS | 4.75% | $125.5M | 626,749 | $172.90 | $192.71 | +$26.8M |