# EDGAR Filing Document

**Accession Number:** 0001845635
**File Stem:** 0001085146-25-004234
**Filing Date:** 2025-7
**Character Count:** 11837
**Document Hash:** 56ad7f7601f612e61046ec473dabaf74
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004234.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001085146-25-004234

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SAGE PRIVATE WEALTH GROUP, LLC
- **CENTRAL INDEX KEY:** 0001845635

**ORGANIZATION NAME:**
- **EIN:** 454837234
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21081
- **FILM NUMBER:** 251158453

**BUSINESS ADDRESS:**
- **STREET 1:** 18W140 BUTTERFIELD ROAD
- **STREET 2:** SUITE 1160
- **CITY:** OAKBROOK TERRACE
- **STATE:** IL
- **ZIP:** 60181
- **BUSINESS PHONE:** 630-933-0000

**MAIL ADDRESS:**
- **STREET 1:** 18W140 BUTTERFIELD ROAD
- **STREET 2:** SUITE 1160
- **CITY:** OAKBROOK TERRACE
- **STATE:** IL
- **ZIP:** 60181

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sage Private Wealth Group LLC<br>**Address:** 18W140 BUTTERFIELD ROAD<br>SUITE 1160<br>OAKBROOK TERRACE, IL 60181

**Form 13F File Number:** 028-21081

**CRD Number (if applicable):** 000173399

**SEC File Number (if applicable):** 801-119804

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Khaled Taha<br>**Title:** Managing Member<br>**Phone:** 630-933-0000

**Signature, Place, and Date of Signing:**

/s/ Khaled Taha  Oakbrook, IL  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $156110170

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 514278 | 2770 | SH |  | SOLE |  | 0 | 0 | 2770 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 438805 | 1468 | SH |  | SOLE |  | 0 | 0 | 1468 |
| ADOBE INC | COM | 00724F101 |  | 234062 | 605 | SH |  | SOLE |  | 0 | 0 | 605 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 213276 | 1503 | SH |  | SOLE |  | 0 | 0 | 1503 |
| AFLAC INC | COM | 001055102 |  | 478577 | 4537 | SH |  | SOLE |  | 0 | 0 | 4537 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 399959 | 1417 | SH |  | SOLE |  | 0 | 0 | 1417 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 744881 | 4226 | SH |  | SOLE |  | 0 | 0 | 4226 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 947351 | 5340 | SH |  | SOLE |  | 0 | 0 | 5340 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 317407 | 5413 | SH |  | SOLE |  | 0 | 0 | 5413 |
| AMAZON COM INC | COM | 023135106 |  | 1259079 | 5739 | SH |  | SOLE |  | 0 | 0 | 5739 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 565215 | 1771 | SH |  | SOLE |  | 0 | 0 | 1771 |
| ANALOG DEVICES INC | COM | 032654105 |  | 480359 | 2018 | SH |  | SOLE |  | 0 | 0 | 2018 |
| APPLE INC | COM | 037833100 |  | 3217458 | 15681 | SH |  | SOLE |  | 0 | 0 | 15681 |
| AUTODESK INC | COM | 052769106 |  | 254467 | 822 | SH |  | SOLE |  | 0 | 0 | 822 |
| BEST BUY INC | COM | 086516101 |  | 267646 | 3986 | SH |  | SOLE |  | 0 | 0 | 3986 |
| BOSTON BEER INC | CL A | 100557107 |  | 292893 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| BROADCOM INC | COM | 11135F101 |  | 1528583 | 5545 | SH |  | SOLE |  | 0 | 0 | 5545 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 453636 | 8079 | SH |  | SOLE |  | 0 | 0 | 8079 |
| CHUBB LIMITED | COM | H1467J104 |  | 506665 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| CISCO SYS INC | COM | 17275R102 |  | 540891 | 7796 | SH |  | SOLE |  | 0 | 0 | 7796 |
| CME GROUP INC | COM | 12572Q105 |  | 882039 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 666237 | 18667 | SH |  | SOLE |  | 0 | 0 | 18667 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 398427 | 402 | SH |  | SOLE |  | 0 | 0 | 402 |
| CSX CORP | COM | 126408103 |  | 230727 | 7071 | SH |  | SOLE |  | 0 | 0 | 7071 |
| CUMMINS INC | COM | 231021106 |  | 273159 | 834 | SH |  | SOLE |  | 0 | 0 | 834 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 388248 | 1781 | SH |  | SOLE |  | 0 | 0 | 1781 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 11920873 | 272472 | SH |  | SOLE |  | 0 | 0 | 272472 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 350804 | 1773 | SH |  | SOLE |  | 0 | 0 | 1773 |
| EATON CORP PLC | SHS | G29183103 |  | 859399 | 2407 | SH |  | SOLE |  | 0 | 0 | 2407 |
| ELI LILLY  CO | COM | 532457108 |  | 1181767 | 1516 | SH |  | SOLE |  | 0 | 0 | 1516 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 606404 | 1355 | SH |  | SOLE |  | 0 | 0 | 1355 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 371312 | 4561 | SH |  | SOLE |  | 0 | 0 | 4561 |
| FIRST SOLAR INC | COM | 336433107 |  | 499931 | 3020 | SH |  | SOLE |  | 0 | 0 | 3020 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 13577851 | 166803 | SH |  | SOLE |  | 0 | 0 | 166803 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 11008604 | 175687 | SH |  | SOLE |  | 0 | 0 | 175687 |
| HOME DEPOT INC | COM | 437076102 |  | 728156 | 1986 | SH |  | SOLE |  | 0 | 0 | 1986 |
| ILLUMINA INC | COM | 452327109 |  | 634381 | 6649 | SH |  | SOLE |  | 0 | 0 | 6649 |
| INCYTE CORP | COM | 45337C102 |  | 702452 | 10315 | SH |  | SOLE |  | 0 | 0 | 10315 |
| INTEL CORP | COM | 458140100 |  | 492519 | 21987 | SH |  | SOLE |  | 0 | 0 | 21987 |
| INTUIT | COM | 461202103 |  | 558246 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 10681044 | 171284 | SH |  | SOLE |  | 0 | 0 | 171284 |
| ISHARES TR | CORE S ETF | 464287200 |  | 498274 | 802 | SH |  | SOLE |  | 0 | 0 | 802 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 668613 | 1969 | SH |  | SOLE |  | 0 | 0 | 1969 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 690617 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 504720 | 3304 | SH |  | SOLE |  | 0 | 0 | 3304 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 373155 | 3532 | SH |  | SOLE |  | 0 | 0 | 3532 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1297330 | 4474 | SH |  | SOLE |  | 0 | 0 | 4474 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 348600 | 2704 | SH |  | SOLE |  | 0 | 0 | 2704 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 11860258 | 460951 | SH |  | SOLE |  | 0 | 0 | 460951 |
| MARATHON PETE CORP | COM | 56585A102 |  | 594329 | 3577 | SH |  | SOLE |  | 0 | 0 | 3577 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 496297 | 883 | SH |  | SOLE |  | 0 | 0 | 883 |
| MCDONALDS CORP | COM | 580135101 |  | 329657 | 1128 | SH |  | SOLE |  | 0 | 0 | 1128 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 354993 | 4072 | SH |  | SOLE |  | 0 | 0 | 4072 |
| MERCK  CO INC | COM | 58933Y105 |  | 231202 | 2920 | SH |  | SOLE |  | 0 | 0 | 2920 |
| META PLATFORMS INC | CL A | 30303M102 |  | 382527 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| MICROSOFT CORP | COM | 594918104 |  | 3691723 | 7421 | SH |  | SOLE |  | 0 | 0 | 7421 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 348639 | 5169 | SH |  | SOLE |  | 0 | 0 | 5169 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 400708 | 6397 | SH |  | SOLE |  | 0 | 0 | 6397 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 1024421 | 2436 | SH |  | SOLE |  | 0 | 0 | 2436 |
| NETFLIX INC | COM | 64110L106 |  | 373617 | 279 | SH |  | SOLE |  | 0 | 0 | 279 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 388083 | 5590 | SH |  | SOLE |  | 0 | 0 | 5590 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 225940 | 3273 | SH |  | SOLE |  | 0 | 0 | 3273 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 |  | 136873 | 11473 | SH |  | SOLE |  | 0 | 0 | 11473 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 |  | 189525 | 16787 | SH |  | SOLE |  | 0 | 0 | 16787 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3725886 | 23583 | SH |  | SOLE |  | 0 | 0 | 23583 |
| PEPSICO INC | COM | 713448108 |  | 231566 | 1753 | SH |  | SOLE |  | 0 | 0 | 1753 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 234563 | 1287 | SH |  | SOLE |  | 0 | 0 | 1287 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 227135 | 2698 | SH |  | SOLE |  | 0 | 0 | 2698 |
| QUALCOMM INC | COM | 747525103 |  | 484963 | 3045 | SH |  | SOLE |  | 0 | 0 | 3045 |
| REALTY INCOME CORP | COM | 756109104 |  | 396293 | 6878 | SH |  | SOLE |  | 0 | 0 | 6878 |
| SALESFORCE INC | COM | 79466L302 |  | 607798 | 2228 | SH |  | SOLE |  | 0 | 0 | 2228 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 365487 | 3721 | SH |  | SOLE |  | 0 | 0 | 3721 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 935828 | 3070 | SH |  | SOLE |  | 0 | 0 | 3070 |
| STERIS PLC | SHS USD | G8473T100 |  | 428339 | 1783 | SH |  | SOLE |  | 0 | 0 | 1783 |
| TARGET CORP | COM | 87612E106 |  | 412618 | 4182 | SH |  | SOLE |  | 0 | 0 | 4182 |
| TESLA INC | COM | 88160R101 |  | 417088 | 1313 | SH |  | SOLE |  | 0 | 0 | 1313 |
| TJX COS INC NEW | COM | 872540109 |  | 690274 | 5589 | SH |  | SOLE |  | 0 | 0 | 5589 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 446367 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| UNDER ARMOUR INC | CL A | 904311107 |  | 366737 | 53695 | SH |  | SOLE |  | 0 | 0 | 53695 |
| UNION PAC CORP | COM | 907818108 |  | 295540 | 1284 | SH |  | SOLE |  | 0 | 0 | 1284 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 515211 | 1651 | SH |  | SOLE |  | 0 | 0 | 1651 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 356943 | 8249 | SH |  | SOLE |  | 0 | 0 | 8249 |
| VISA INC | COM CL A | 92826C839 |  | 882576 | 2485 | SH |  | SOLE |  | 0 | 0 | 2485 |
| WALMART INC | COM | 931142103 |  | 773837 | 7914 | SH |  | SOLE |  | 0 | 0 | 7914 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 35707987 | 426417 | SH |  | SOLE |  | 0 | 0 | 426417 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 11528965 | 175961 | SH |  | SOLE |  | 0 | 0 | 175961 |

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