Sagace Wealth Management LLC
RIA/Wealth
Sagace Wealth Management LLC is a RIA/Wealth based in St. Petersburg, FL led by Dodd Marvel Disler, managing $146.8M across 64 long positions as of Q3 2025 with 86% ETF concentration.
CEODodd Marvel Disler
- Portfolio Value
- $146.8M
- Positions
- 64
- Top Holding
- VCIT at 6.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sagace Wealth Management LLC's portfolio (43.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.9M | 6.77% | -$630.3K Sold | — 118.1K shares | |
ETF ETF | $8.8M | 6.01% | +$110.4K Bought | — 30.0K shares | |
ETF ETF | $7.4M | 5.03% | +$4.0M Bought | — 95.0K shares | |
ETF ETF | $6.8M | 4.62% | +$332.0K Bought | — 35.8K shares | |
ETF ETF | $6.4M | 4.34% | +$3.1M Bought | — 81.5K shares | |
ETF ETF | $5.1M | 3.49% | +$6.0K Bought | — 85.4K shares | |
ETF ETF | $4.9M | 3.31% | +$4.0M Bought | — 180.4K shares | |
Unknown Unknown | $4.8M | 3.25% | -$655.4K Sold | — 16.2K shares | |
ETF ETF | $4.8M | 3.24% | +$4.8M New | — 64.8K shares | |
ETF ETF | $4.8M | 3.24% | +$392.5K Bought | — 7.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sagace Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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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 Sagace Wealth Management LLC
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