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| Sageguard Financial Group LLC
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| CRD # | 160266 |
| SEC # | 801-127052 |
| CIK # | 0001861378 |
| AUM | 755.7 M (2026-05-04) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 615-859-4567 |
| Address | 3066 Business Park Circle Goodlettsville, TN 37072 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001861378 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 36.2 | ||
| Wal Mart Stores Inc | 24.2 | ||
| Nvidia Corp | 22.2 | ||
| Amazon Com Inc | 19.5 | ||
| Microsoft Corp | 18.6 | ||
| Coca Cola Co | 16.1 | ||
| SPDR Gold Trust | 15.5 | ||
| Costco Wholesale Corp /NEW | 15.3 | ||
| Duke Energy Corp | 12.7 | ||
| Lockheed Martin Corp | 12.2 | ||
| General Electric Co | 11.4 | ||
| McDonalds Corp | 11.2 | ||
| Progressive Corp/Oh/ | 11.0 | ||
| Caterpillar Inc | 10.8 | ||
| Colgate Palmolive Co | 8.8 | ||
| Facebook Inc | 8.5 | ||
| International Business Machines Corp | 7.2 | ||
| iShares Comex Gold Trust | 7.0 | ||
| Alphabet Inc | 6.9 | ||
| Steel Dynamics Inc | 6.8 | ||
| Constellation Energy Corp | 6.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,338 | 416.5 |
| (b) Individuals (high net worth individuals) | 131 | 339.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,676 | 755.7 |
| By Discretionary | ||
| Discretionary | 1,001 | 200.0 |
| Non-Discretionary | 2,675 | 555.7 |
| Total | 3,676 | 755.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 755.7 | |
| Total | 3,676 | 755.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001861378] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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