Sagace Wealth Management LLC

Q1 2026 13F Holdings

Location
St. Petersburg, FL
Holdings as of
3/31/2026
Value
$149M
Value excl. options
$147M
Num holdings
70
Date filed
4/29/2026
Form type
13F-HR
Prev filing
2/2/2026
Next filing
8/3/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type