Sachetta, LLC
RIA/Wealth
Sachetta, LLC is a RIA/Wealth based in Lynnfield, MA led by Michael Joseph Callahan, reporting $884.1M in AUM as of Q3 2025 with 69% ETF concentration.
CEOMichael Joseph Callahan
- Portfolio Value
- $268.6M
- Positions
- 1,073
- Top Holding
- IWB at 10.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sachetta, LLC's portfolio (44.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.9M | 10.40% | -$24.1K Sold | — 76.5K shares | |
ETF ETF | $27.5M | 10.22% | -$622.7K Sold | — 45.7K shares | |
ETF ETF | $16.7M | 6.21% | -$997.3K Sold | — 25.1K shares | |
ETF ETF | $12.2M | 4.56% | +$179.2K Bought | — 206.8K shares | |
ETF ETF | $8.1M | 3.02% | -$281.4K Sold | — 175.3K shares | |
Consumer Electronics Technology | $7.3M | 2.73% | -$18.3K Sold | 0.00% 28.8K shares | |
ETF ETF | $6.0M | 2.22% | +$96.6 Bought | — 61.7K shares | |
Software - Infrastructure Technology | $5.6M | 2.07% | +$317.5K Bought | 0.00% 10.7K shares | |
ETF ETF | $5.0M | 1.85% | +$118.8 Bought | — 41.9K shares | |
ETF ETF | $3.9M | 1.44% | -$139.2K Sold | — 83.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sachetta, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Sachetta, LLC
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