# EDGAR Filing Document

**Accession Number:** 0001845635
**File Stem:** 0001765380-26-000132
**Filing Date:** 2026-5
**Character Count:** 13598
**Document Hash:** dff067ddbf7e8e8950c6f4b4f212253d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000132.hdr.sgml**: 20260501

**ACCESSION NUMBER**: 0001765380-26-000132

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260501

**DATE AS OF CHANGE**: 20260501

**EFFECTIVENESS DATE**: 20260501

**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:** 26929604

**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:** 03-31-2026

**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:** Christy Fabian<br>**Title:** Chief Compliance Officer<br>**Phone:** 813-543-9862

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

Christy Fabian  Tampa, FL  05-01-2026<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:** 97

**Form 13F Information Table Value Total:** $198689043

      (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 | Stock | 00287Y109 |  | 914742 | 4206 | SH |  | SOLE |  | 0 | 0 | 4206 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 |  | 495832 | 2501 | SH |  | SOLE |  | 0 | 0 | 2501 |
| ADOBE INC COM | Stock | 00724F101 |  | 227766 | 937 | SH |  | SOLE |  | 0 | 0 | 937 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 417642 | 2053 | SH |  | SOLE |  | 0 | 0 | 2053 |
| AFLAC INC COM | Stock | 001055102 |  | 583620 | 5320 | SH |  | SOLE |  | 0 | 0 | 5320 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 |  | 585652 | 2016 | SH |  | SOLE |  | 0 | 0 | 2016 |
| ALLSTATE CORP COM | Stock | 020002101 |  | 215611 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 970573 | 3375 | SH |  | SOLE |  | 0 | 0 | 3375 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 1208416 | 4213 | SH |  | SOLE |  | 0 | 0 | 4213 |
| ALTRIA GROUP INC COM | Stock | 02209S103 |  | 382493 | 5796 | SH |  | SOLE |  | 0 | 0 | 5796 |
| AMAZON COM INC COM | Stock | 023135106 |  | 1802785 | 8656 | SH |  | SOLE |  | 0 | 0 | 8656 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 542451 | 1793 | SH |  | SOLE |  | 0 | 0 | 1793 |
| ANALOG DEVICES INC COM | Stock | 032654105 |  | 905170 | 2845 | SH |  | SOLE |  | 0 | 0 | 2845 |
| APPLE INC COM | Stock | 037833100 |  | 4211899 | 16596 | SH |  | SOLE |  | 0 | 0 | 16596 |
| AUTODESK INC COM | Stock | 052769106 |  | 244427 | 1021 | SH |  | SOLE |  | 0 | 0 | 1021 |
| BANK OF AMER CORP COM | Stock | 060505104 |  | 230100 | 4720 | SH |  | SOLE |  | 0 | 0 | 4720 |
| BEST BUY INC COM | Stock | 086516101 |  | 413903 | 6447 | SH |  | SOLE |  | 0 | 0 | 6447 |
| BOSTON BEER INC CL A | Stock | 100557107 |  | 285005 | 1237 | SH |  | SOLE |  | 0 | 0 | 1237 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1143008 | 3693 | SH |  | SOLE |  | 0 | 0 | 3693 |
| Capital Group Dividend Value ETF | ETF | 14020W106 |  | 17920043 | 421281 | SH |  | SOLE |  | 0 | 0 | 421281 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 283384 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| Chipotle Mexican Grill Inc | Stock | 169656105 |  | 404959 | 12651 | SH |  | SOLE |  | 0 | 0 | 12651 |
| CHUBB LTD SWITZ COM | Stock | H1467J104 |  | 596590 | 1830 | SH |  | SOLE |  | 0 | 0 | 1830 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 630543 | 8127 | SH |  | SOLE |  | 0 | 0 | 8127 |
| CME GROUP INC COM | Stock | 12572Q105 |  | 1004814 | 3402 | SH |  | SOLE |  | 0 | 0 | 3402 |
| COMCAST CORP NEW CL A | Stock | 20030N101 |  | 741480 | 25827 | SH |  | SOLE |  | 0 | 0 | 25827 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 |  | 314592 | 316 | SH |  | SOLE |  | 0 | 0 | 316 |
| CSX CORP COM | Stock | 126408103 |  | 225323 | 5489 | SH |  | SOLE |  | 0 | 0 | 5489 |
| CUMMINS INC COM | Stock | 231021106 |  | 344014 | 639 | SH |  | SOLE |  | 0 | 0 | 639 |
| DARDEN RESTAURANTS INC COM | Stock | 237194105 |  | 421062 | 2148 | SH |  | SOLE |  | 0 | 0 | 2148 |
| DIAMONDBACK ENERGY INC COM | Stock | 25278X109 |  | 250586 | 1267 | SH |  | SOLE |  | 0 | 0 | 1267 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 |  | 359681 | 1814 | SH |  | SOLE |  | 0 | 0 | 1814 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 766448 | 2143 | SH |  | SOLE |  | 0 | 0 | 2143 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 28176E108 |  | 292212 | 3649 | SH |  | SOLE |  | 0 | 0 | 3649 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1253647 | 1363 | SH |  | SOLE |  | 0 | 0 | 1363 |
| FACTSET RESH SYS INC COM | Stock | 303075105 |  | 623446 | 2873 | SH |  | SOLE |  | 0 | 0 | 2873 |
| FIDELITY NATL INFORMATION SVCS COM | Stock | 31620M106 |  | 447395 | 9537 | SH |  | SOLE |  | 0 | 0 | 9537 |
| FIRST SOLAR INC COM | Stock | 336433107 |  | 544635 | 2761 | SH |  | SOLE |  | 0 | 0 | 2761 |
| First Trust - American Industrial Renaissance ETF | ETF | 33738R704 |  | 21861926 | 197355 | SH |  | SOLE |  | 0 | 0 | 197355 |
| FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | ETF | 33737J174 |  | 18773774 | 215975 | SH |  | SOLE |  | 0 | 0 | 215975 |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | ETF | 886364231 |  | 16366564 | 685715 | SH |  | SOLE |  | 0 | 0 | 685715 |
| Global X Artificial Intelligence  Technology ETF | ETF | 37954Y632 |  | 626957 | 13434 | SH |  | SOLE |  | 0 | 0 | 13434 |
| Global X MLP  Energy Infrastructure ETF | ETF | 37954Y293 |  | 972945 | 13159 | SH |  | SOLE |  | 0 | 0 | 13159 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 690674 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| ILLUMINA INC COM | Stock | 452327109 |  | 784673 | 6366 | SH |  | SOLE |  | 0 | 0 | 6366 |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | ETF | 53700T827 |  | 14938357 | 495467 | SH |  | SOLE |  | 0 | 0 | 495467 |
| INCYTE CORP COM | Stock | 45337C102 |  | 897152 | 9532 | SH |  | SOLE |  | 0 | 0 | 9532 |
| INTEL CORP COM | Stock | 458140100 |  | 696392 | 15780 | SH |  | SOLE |  | 0 | 0 | 15780 |
| INTUIT COM | Stock | 461202103 |  | 460555 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 409713 | 627 | SH |  | SOLE |  | 0 | 0 | 627 |
| iShares Gold Trust | ETF | 464285204 |  | 16484740 | 186995 | SH |  | SOLE |  | 0 | 0 | 186995 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 |  | 686378 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 965381 | 2264 | SH |  | SOLE |  | 0 | 0 | 2264 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 554823 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |
| JOHNSON CTLS INTL PLC SHS | Stock | G51502105 |  | 388540 | 2967 | SH |  | SOLE |  | 0 | 0 | 2967 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 1329924 | 4521 | SH |  | SOLE |  | 0 | 0 | 4521 |
| KIMBERLY-CLARK CORP COM | Stock | 494368103 |  | 260855 | 2704 | SH |  | SOLE |  | 0 | 0 | 2704 |
| MARATHON PETE CORP COM | Stock | 56585A102 |  | 718011 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 412163 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 375106 | 1207 | SH |  | SOLE |  | 0 | 0 | 1207 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 391586 | 684 | SH |  | SOLE |  | 0 | 0 | 684 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 2986008 | 8067 | SH |  | SOLE |  | 0 | 0 | 8067 |
| MONDELEZ INTL INC CL A | Stock | 609207105 |  | 366345 | 6356 | SH |  | SOLE |  | 0 | 0 | 6356 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 |  | 462440 | 6382 | SH |  | SOLE |  | 0 | 0 | 6382 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 |  | 1043281 | 2404 | SH |  | SOLE |  | 0 | 0 | 2404 |
| NETFLIX INC. COM | Stock | 64110L106 |  | 338736 | 3523 | SH |  | SOLE |  | 0 | 0 | 3523 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 264326 | 2846 | SH |  | SOLE |  | 0 | 0 | 2846 |
| NUVEEN AMT FREE MUN CR INC FD COM | COM | 67071L106 |  | 141462 | 11473 | SH |  | SOLE |  | 0 | 0 | 11473 |
| NUVEEN QUALITY MUNCP INCOME FD COM | COM | 67066V101 |  | 193051 | 16787 | SH |  | SOLE |  | 0 | 0 | 16787 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 9010569 | 51666 | SH |  | SOLE |  | 0 | 0 | 51666 |
| NXP SEMICONDUCTORS N V COM | Stock | N6596X109 |  | 239848 | 1218 | SH |  | SOLE |  | 0 | 0 | 1218 |
| PEPSICO INC COM | Stock | 713448108 |  | 296380 | 1909 | SH |  | SOLE |  | 0 | 0 | 1909 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 218445 | 1321 | SH |  | SOLE |  | 0 | 0 | 1321 |
| PUBLIC SVC ENTERPRISE GROUP COM | Stock | 744573106 |  | 299080 | 3695 | SH |  | SOLE |  | 0 | 0 | 3695 |
| QUALCOMM INC COM | Stock | 747525103 |  | 500344 | 3885 | SH |  | SOLE |  | 0 | 0 | 3885 |
| REALTY INCOME CORP COM | COM | 756109104 |  | 442345 | 7230 | SH |  | SOLE |  | 0 | 0 | 7230 |
| ROYCE SMALL CAP TRUST INC COM | COM | 780910105 |  | 233728 | 14080 | SH |  | SOLE |  | 0 | 0 | 14080 |
| S GLOBAL INC COM | Stock | 78409V104 |  | 221719 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 616521 | 3303 | SH |  | SOLE |  | 0 | 0 | 3303 |
| SMUCKER J M CO COM NEW | Stock | 832696405 |  | 352215 | 3652 | SH |  | SOLE |  | 0 | 0 | 3652 |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | ETF | 98149E303 |  | 15350426 | 165617 | SH |  | SOLE |  | 0 | 0 | 165617 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 1320990 | 3070 | SH |  | SOLE |  | 0 | 0 | 3070 |
| STERIS PLC SHS USD | Stock | G8473T100 |  | 497165 | 2248 | SH |  | SOLE |  | 0 | 0 | 2248 |
| TARGET CORP COM | Stock | 87612E106 |  | 573319 | 4730 | SH |  | SOLE |  | 0 | 0 | 4730 |
| TESLA INC COM | Stock | 88160R101 |  | 457253 | 1230 | SH |  | SOLE |  | 0 | 0 | 1230 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 896908 | 5616 | SH |  | SOLE |  | 0 | 0 | 5616 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 |  | 561487 | 1347 | SH |  | SOLE |  | 0 | 0 | 1347 |
| UNDER ARMOUR INC CL A | Stock | 904311107 |  | 297521 | 50342 | SH |  | SOLE |  | 0 | 0 | 50342 |
| UNION PAC CORP COM | Stock | 907818108 |  | 352103 | 1451 | SH |  | SOLE |  | 0 | 0 | 1451 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 488178 | 1804 | SH |  | SOLE |  | 0 | 0 | 1804 |
| VANECK URANIUM AND NUCLEAR ETF | ETF | 92189F601 |  | 12631728 | 94845 | SH |  | SOLE |  | 0 | 0 | 94845 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 433231 | 8630 | SH |  | SOLE |  | 0 | 0 | 8630 |
| Visa Inc Common A | Stock | 92826C839 |  | 806314 | 2668 | SH |  | SOLE |  | 0 | 0 | 2668 |
| WALMART INC COM | Stock | 931142103 |  | 909249 | 7316 | SH |  | SOLE |  | 0 | 0 | 7316 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 |  | 239669 | 4761 | SH |  | SOLE |  | 0 | 0 | 4761 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | ETF | 233051200 |  | 1131686 | 22909 | SH |  | SOLE |  | 0 | 0 | 22909 |
| ZOETIS INC CL A | Stock | 98978V103 |  | 261835 | 2215 | SH |  | SOLE |  | 0 | 0 | 2215 |

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