SEC Form 13F · Q1 2026

Sage Advisory Services, Ltd.Co.

Institutional Holdings Report

13F-HRTX
$182.6M
Portfolio Value
42
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Sage Advisory Services, Ltd.Co.
CIK
1534378
Accession No.
0001214659-26-005700
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$182.6M
Holdings Reported
42
Reporting Period
Q1 2026
Filed
May 7, 2026

About this Filing

Sage Advisory Services, Ltd.Co. is an institutional investment manager based in AUSTIN, TX reporting approximately $182.6M in 13(f) securities across 42 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.