Pacific Sage Partners, LLC
RIA/Wealth
Pacific Sage Partners, LLC is a RIA/Wealth based in Edmonds, WA led by Mark Robert Gardner Anderson, reporting $857.8M in AUM as of Q3 2025 with 60% ETF concentration, 67% concentrated in top 10 holdings, and 16% allocation to MSFT.
CEOMark Robert Gardner Anderson
- Portfolio Value
- $597.2M
- Positions
- 114
- Top Holding
- MSFT at 16.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pacific Sage Partners, LLC's portfolio (66.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $97.9M | 16.39% | -$781.6K Sold | 0.00% 188.9K shares | |
ETF ETF | $73.5M | 12.30% | +$7.4M Bought | — 2.9M shares | |
ETF ETF | $52.1M | 8.72% | +$52.1M New | — 977.9K shares | |
ETF ETF | $37.7M | 6.32% | -$1.0M Sold | — 1.6M shares | |
ETF ETF | $31.2M | 5.22% | +$3.1M Bought | — 529.4K shares | |
ETF ETF | $31.1M | 5.21% | +$3.1M Bought | — 614.1K shares | |
ETF ETF | $29.8M | 5.00% | +$488.4K Bought | — 146.5K shares | |
ETF ETF | $17.5M | 2.93% | -$2.2M Sold | — 362.7K shares | |
Unknown Unknown | $14.3M | 2.39% | +$3.5M Bought | — 283.6K shares | |
Specialty Retail Consumer Cyclical | $14.2M | 2.37% | +$99.7K Bought | 0.00% 64.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pacific Sage Partners, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Pacific Sage Partners, LLC
GthenA
Sector Allocation
Market Cap Distribution
No market cap data available