Sagace Wealth Management LLC has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. The report indicates a total holding value of approximately $162.7 million, reflecting the firm’s strategic positioning in various sectors, particularly in technology and healthcare.

This filing is significant as it provides insights into the firm’s investment strategies and asset allocation, showcasing its growth in assets under management. The report highlights Sagace’s focus on major companies, including technology giants and healthcare leaders, which are crucial sectors in the current market landscape.

Background

Sagace Wealth Management LLC, incorporated in Florida, operates as a wealth management firm. The company specializes in managing investment portfolios for its clients, focusing on maximizing returns through strategic asset allocation. The firm has been active in filing various reports with the SEC, including its recent 13F-HR on October 28, 2026, and previous filings dating back to early 2026.

What the Filing Says

The latest filing reveals that Sagace Wealth Management holds a total of 77 positions across different companies, with a reported value of $162,659,695. The filing states, "The report type is 13F HOLDINGS REPORT," indicating the firm’s compliance with SEC regulations regarding the disclosure of its investment holdings.

Impact

This update may affect various stakeholders, including investors and analysts who track the performance and strategies of wealth management firms. The detailed holdings provide a benchmark for understanding market trends and investment patterns within the industry. Competitors such as Goldman Sachs and JPMorgan, which are also prominent players in wealth management, may find this information valuable for assessing their market positioning.

What's Next

The filing does not specify what happens next for Sagace Wealth Management. However, the firm is expected to continue monitoring its investment portfolio and may provide further updates in future filings.