# EDGAR Filing Document

**Accession Number:** 0001925418
**File Stem:** 0001951757-26-000403
**Filing Date:** 2026-2
**Character Count:** 12047
**Document Hash:** e73351c10163f747c549c7a3bd381d2a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000403.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0001951757-26-000403

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sage Investment Advisers LLC
- **CENTRAL INDEX KEY:** 0001925418

**ORGANIZATION NAME:**
- **EIN:** 842241442
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22470
- **FILM NUMBER:** 26614465

**BUSINESS ADDRESS:**
- **STREET 1:** 1829 SOUTH ROAD
- **CITY:** WAPPINGERS FALLS
- **STATE:** NY
- **ZIP:** 12590
- **BUSINESS PHONE:** (845) 240-1551

**MAIL ADDRESS:**
- **STREET 1:** 1829 SOUTH ROAD
- **CITY:** WAPPINGERS FALLS
- **STATE:** NY
- **ZIP:** 12590

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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 Investment Advisers LLC<br>**Address:** 1829 SOUTH ROAD<br>WAPPINGERS FALLS, NY 12590

**Form 13F File Number:** 028-22470

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:** Jerry Schuder<br>**Title:** Chief Compliance Officer<br>**Phone:** (845) 240-1551

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

Jerry Schuder  Wappingers Falls, NY  02-10-2026<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:** 86

**Form 13F Information Table Value Total:** $133396854

      (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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1128623 | 5270 | SH |  | SOLE |  | 0 | 0 | 5270 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1788797 | 5715 | SH |  | SOLE |  | 0 | 0 | 5715 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2680718 | 8543 | SH |  | SOLE |  | 0 | 0 | 8543 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 225761 | 3915 | SH |  | SOLE |  | 0 | 0 | 3915 |
| AMAZON COM INC | COM | 023135106 |  | 388008 | 1681 | SH |  | SOLE |  | 0 | 0 | 1681 |
| APPLE INC | COM | 037833100 |  | 2464948 | 9067 | SH |  | SOLE |  | 0 | 0 | 9067 |
| AT INC | COM | 00206R102 |  | 256983 | 10346 | SH |  | SOLE |  | 0 | 0 | 10346 |
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 |  | 397656 | 10080 | SH |  | SOLE |  | 0 | 0 | 10080 |
| BANK AMERICA CORP | COM | 060505104 |  | 306888 | 5580 | SH |  | SOLE |  | 0 | 0 | 5580 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 426810 | 3677 | SH |  | SOLE |  | 0 | 0 | 3677 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 947495 | 1885 | SH |  | SOLE |  | 0 | 0 | 1885 |
| BOEING CO | COM | 097023105 |  | 1741085 | 8019 | SH |  | SOLE |  | 0 | 0 | 8019 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 544252 | 10300 | SH |  | SOLE |  | 0 | 0 | 10300 |
| CHEVRON CORP NEW | COM | 166764100 |  | 3653690 | 23973 | SH |  | SOLE |  | 0 | 0 | 23973 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 2313716 | 20335 | SH |  | SOLE |  | 0 | 0 | 20335 |
| CISCO SYS INC | COM | 17275R102 |  | 214755 | 2788 | SH |  | SOLE |  | 0 | 0 | 2788 |
| CITIGROUP INC | COM NEW | 172967424 |  | 609134 | 5220 | SH |  | SOLE |  | 0 | 0 | 5220 |
| CSX CORP | COM | 126408103 |  | 872220 | 24061 | SH |  | SOLE |  | 0 | 0 | 24061 |
| DEERE  CO | COM | 244199105 |  | 1084778 | 2330 | SH |  | SOLE |  | 0 | 0 | 2330 |
| ESPEY MFG  ELECTRS CORP | COM | 296650104 |  | 680285 | 14434 | SH |  | SOLE |  | 0 | 0 | 14434 |
| EVGO INC | CL A COM | 30052F100 |  | 36084 | 12400 | SH |  | SOLE |  | 0 | 0 | 12400 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 205684 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| FEDEX CORP | COM | 31428X106 |  | 1259430 | 4360 | SH |  | SOLE |  | 0 | 0 | 4360 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 316092303 |  | 447875 | 9105 | SH |  | SOLE |  | 0 | 0 | 9105 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 224699 | 4418 | SH |  | SOLE |  | 0 | 0 | 4418 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 717780 | 10500 | SH |  | SOLE |  | 0 | 0 | 10500 |
| HOME DEPOT INC | COM | 437076102 |  | 492172 | 1430 | SH |  | SOLE |  | 0 | 0 | 1430 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 4101354 | 13846 | SH |  | SOLE |  | 0 | 0 | 13846 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3383882 | 5508 | SH |  | SOLE |  | 0 | 0 | 5508 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1118863 | 22535 | SH |  | SOLE |  | 0 | 0 | 22535 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 6317461 | 77830 | SH |  | SOLE |  | 0 | 0 | 77830 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 433547 | 6730 | SH |  | SOLE |  | 0 | 0 | 6730 |
| ISHARES TR | S 100 ETF | 464287101 |  | 205782 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 292513 | 3038 | SH |  | SOLE |  | 0 | 0 | 3038 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 884765 | 28578 | SH |  | SOLE |  | 0 | 0 | 28578 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 3745516 | 33991 | SH |  | SOLE |  | 0 | 0 | 33991 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 3968938 | 18715 | SH |  | SOLE |  | 0 | 0 | 18715 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3451386 | 28001 | SH |  | SOLE |  | 0 | 0 | 28001 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 2001501 | 12071 | SH |  | SOLE |  | 0 | 0 | 12071 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1051513 | 5081 | SH |  | SOLE |  | 0 | 0 | 5081 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3979082 | 12349 | SH |  | SOLE |  | 0 | 0 | 12349 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 1063651 | 14012 | SH |  | SOLE |  | 0 | 0 | 14012 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1368228 | 2829 | SH |  | SOLE |  | 0 | 0 | 2829 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 2543566 | 4085 | SH |  | SOLE |  | 0 | 0 | 4085 |
| MCDONALDS CORP | COM | 580135101 |  | 275101 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| META PLATFORMS INC | CL A | 30303M102 |  | 314578 | 477 | SH |  | SOLE |  | 0 | 0 | 477 |
| MICROSOFT CORP | COM | 594918104 |  | 1444396 | 2987 | SH |  | SOLE |  | 0 | 0 | 2987 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 645289 | 2235 | SH |  | SOLE |  | 0 | 0 | 2235 |
| NORTHERN DYNASTY MINERALS LT | COM NEW | 66510M204 |  | 51220 | 26000 | SH |  | SOLE |  | 0 | 0 | 26000 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 752200 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 761659 | 4285 | SH |  | SOLE |  | 0 | 0 | 4285 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 310561 | 1686 | SH |  | SOLE |  | 0 | 0 | 1686 |
| PENN ENTERTAINMENT INC | COM | 707569109 |  | 209303 | 14190 | SH |  | SOLE |  | 0 | 0 | 14190 |
| PEPSICO INC | COM | 713448108 |  | 446080 | 3108 | SH |  | SOLE |  | 0 | 0 | 3108 |
| PFIZER INC | COM | 717081103 |  | 275608 | 11069 | SH |  | SOLE |  | 0 | 0 | 11069 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 481459 | 3360 | SH |  | SOLE |  | 0 | 0 | 3360 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 281466 | 2705 | SH |  | SOLE |  | 0 | 0 | 2705 |
| REALTY INCOME CORP | COM | 756109104 |  | 351283 | 6232 | SH |  | SOLE |  | 0 | 0 | 6232 |
| RTX CORPORATION | COM | 75513E101 |  | 491130 | 2678 | SH |  | SOLE |  | 0 | 0 | 2678 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 331135 | 11627 | SH |  | SOLE |  | 0 | 0 | 11627 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 2254379 | 92506 | SH |  | SOLE |  | 0 | 0 | 92506 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2792829 | 101817 | SH |  | SOLE |  | 0 | 0 | 101817 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 708106 | 15838 | SH |  | SOLE |  | 0 | 0 | 15838 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 833443 | 5384 | SH |  | SOLE |  | 0 | 0 | 5384 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 461852 | 2495 | SH |  | SOLE |  | 0 | 0 | 2495 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3590569 | 9060 | SH |  | SOLE |  | 0 | 0 | 9060 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1239008 | 1817 | SH |  | SOLE |  | 0 | 0 | 1817 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R408 |  | 1648925 | 65123 | SH |  | SOLE |  | 0 | 0 | 65123 |
| SPROTT INC | COM NEW | 852066208 |  | 829872 | 8475 | SH |  | SOLE |  | 0 | 0 | 8475 |
| TESLA INC | COM | 88160R101 |  | 363823 | 809 | SH |  | SOLE |  | 0 | 0 | 809 |
| UNION PAC CORP | COM | 907818108 |  | 996989 | 4310 | SH |  | SOLE |  | 0 | 0 | 4310 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 534543 | 1619 | SH |  | SOLE |  | 0 | 0 | 1619 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 285973 | 3334 | SH |  | SOLE |  | 0 | 0 | 3334 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 3723139 | 47242 | SH |  | SOLE |  | 0 | 0 | 47242 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 3674560 | 49609 | SH |  | SOLE |  | 0 | 0 | 49609 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1126141 | 3359 | SH |  | SOLE |  | 0 | 0 | 3359 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 18396465 | 29334 | SH |  | SOLE |  | 0 | 0 | 29334 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 441982 | 4995 | SH |  | SOLE |  | 0 | 0 | 4995 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2442371 | 11113 | SH |  | SOLE |  | 0 | 0 | 11113 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3610638 | 47861 | SH |  | SOLE |  | 0 | 0 | 47861 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1387919 | 9671 | SH |  | SOLE |  | 0 | 0 | 9671 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 682709 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 384773 | 9447 | SH |  | SOLE |  | 0 | 0 | 9447 |
| VISA INC | COM CL A | 92826C839 |  | 5691184 | 16228 | SH |  | SOLE |  | 0 | 0 | 16228 |
| WALMART INC | COM | 931142103 |  | 296472 | 2661 | SH |  | SOLE |  | 0 | 0 | 2661 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1553848 | 7072 | SH |  | SOLE |  | 0 | 0 | 7072 |

---