0002027449-26-000002.txt : 20260429 0002027449-26-000002.hdr.sgml : 20260429 20260429151257 ACCESSION NUMBER: 0002027449-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260429 DATE AS OF CHANGE: 20260429 EFFECTIVENESS DATE: 20260429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sagace Wealth Management LLC CENTRAL INDEX KEY: 0002027449 ORGANIZATION NAME: EIN: 821617882 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24230 FILM NUMBER: 26914824 BUSINESS ADDRESS: STREET 1: 877 EXECUTIVE CENTER DRIVE WEST STREET 2: SUITE 100 CITY: ST. PETERSBURG STATE: FL ZIP: 33702 BUSINESS PHONE: 7274939700 MAIL ADDRESS: STREET 1: 877 EXECUTIVE CENTER DRIVE WEST STREET 2: SUITE 100 CITY: ST. PETERSBURG STATE: FL ZIP: 33702 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002027449 XXXXXXXX 03-31-2026 03-31-2026 Sagace Wealth Management LLC

877 EXECUTIVE CENTER DRIVE WEST SUITE 100 ST. PETERSBURG FL 33702

13F HOLDINGS REPORT 028-24230 000307212 801-130248 N Dodd Disler 7274939700 Dodd Disler St. Petersburg FL 04-29-2026 0 75 149191298 false INFORMATION TABLE 2 SagaceWealthManagement_13f.xml 2026-Q1 3M CO COM 88579Y101 207679 1430 SH SOLE 0 0 0 1430 AMAZON COM INC COM 023135106 651885 3130 SH SOLE 0 0 0 3130 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2379205 29526 SH SOLE 0 0 0 29526 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 177653 700 SH Call SOLE 0 0 0 700 APPLE INC COM 037833100 507580 2000 SH Call SOLE 0 0 0 2000 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 1153729 4546 SH SOLE 0 0 0 4546 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 411154 858 SH SOLE 0 0 0 858 BROADCOM INC COM 11135F101 470455 1520 SH SOLE 0 0 0 1520 CATERPILLAR INC COM 149123101 206870 292 SH SOLE 0 0 0 292 CISCO SYS INC COM 17275R102 280953 3621 SH SOLE 0 0 0 3621 CITIGROUP INC COM NEW 172967424 433793 3825 SH SOLE 0 0 0 3825 DIGITAL RLTY TR INC COM 253868103 2866420 15906 SH SOLE 0 0 0 15906 EATON CORP PLC SHS G29183103 268968 752 SH SOLE 0 0 0 752 EXXON MOBIL CORP COM 30231G102 484040 2853 SH SOLE 0 0 0 2853 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 3189310 34052 SH SOLE 0 0 0 34052 GE AEROSPACE COM NEW 369604301 204314 720 SH SOLE 0 0 0 720 GE VERNOVA INC COM 36828A101 271472 311 SH SOLE 0 0 0 311 HOME DEPOT INC COM 437076102 289752 881 SH SOLE 0 0 0 881 INTERNATIONAL BUSINESS MACHS COM 459200101 370372 1528 SH SOLE 0 0 0 1528 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6610876 34446 SH SOLE 0 0 0 34446 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1215522 16166 SH SOLE 0 0 0 16166 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 3634282 35158 SH SOLE 0 0 0 35158 INVESCO QQQ TR UNIT SER 1 46090E103 1901808 3295 SH SOLE 0 0 0 3295 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 1421617 37002 SH SOLE 0 0 0 37002 ISHARES GOLD TR ISHARES NEW 464285204 2994002 33961 SH SOLE 0 0 0 33961 ISHARES TR EAFE VALUE ETF 464288877 1238522 16658 SH SOLE 0 0 0 16658 ISHARES TR EAFE GRWTH ETF 464288885 4040169 36277 SH SOLE 0 0 0 36277 ISHARES TR S&P 500 VAL ETF 464287408 283152 1341 SH SOLE 0 0 0 1341 ISHARES TR S&P 500 GRWT ETF 464287309 315690 2791 SH SOLE 0 0 0 2791 ISHARES TR MSCI INTL QUALTY 46434V456 200037 4327 SH SOLE 0 0 0 4327 ISHARES TR IBOXX HI YD ETF 464288513 3915386 49213 SH SOLE 0 0 0 49213 ISHARES TR PFD AND INCM SEC 464288687 3860918 127339 SH SOLE 0 0 0 127339 ISHARES TR INTL SEL DIV ETF 464288448 1287568 30253 SH SOLE 0 0 0 30253 JOHNSON & JOHNSON COM 478160104 458325 1875 SH SOLE 0 0 0 1875 JOHNSON CONTROLS INTERNATION SHS G51502105 328554 2509 SH SOLE 0 0 0 2509 LOCKHEED MARTIN CORP COM 539830109 207910 344 SH SOLE 0 0 0 344 META PLATFORMS INC CL A 30303M102 420516 735 SH SOLE 0 0 0 735 MICROSOFT CORP COM 594918104 352032 951 SH SOLE 0 0 0 951 NETFLIX INC. 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