Sagespring Wealth Partners, LLC Portfolio Holdings

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025

Sagespring Wealth Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $5.5 Trillion distributed in 783 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $352B, Fidelity Covington Tr Blue Chi with a value of $350B, Vanguard Index Fds S&P 500 ETF with a value of $302B, Fcf Us Quality ETF with a value of $269B, and Jp Morgan ETF Fd Tr Active Val with a value of $259B.

Examining the 13F form we can see an increase of $395B in the current position value, from $5.11T to 5.5T.

Sagespring Wealth Partners, LLC is based out at Franklin, TN

Below you can find more details about Sagespring Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.5 Trillion
Technology: $313 Billion
Financial Services: $166 Billion
Consumer Cyclical: $117 Billion
Healthcare: $95.1 Billion
Industrials: $89.4 Billion
Communication Services: $86 Billion
Consumer Defensive: $60.8 Billion
Energy: $34.7 Billion
Other: $58.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$63.4 Billion 1.15% of portfolio
233,226
Q4 2025 Added 6.04%
$465B
$57.2 Billion 1.04% of portfolio
306,950
Q4 2025 Added 4.75%
$3.78T
$56.3 Billion 1.02% of portfolio
116,462
Q4 2025 Added 1.59%
$2.39T
$32.5 Billion 0.59% of portfolio
203,000
Q4 2025 Added 4.28%
$139B
$29.9 Billion 0.54% of portfolio
86,418
Q4 2025 Added 0.26%
-
$27.7 Billion 0.5% of portfolio
-
Q4 2025 Reduced 42.21%
$1.65T
$25.1 Billion 0.46% of portfolio
80,213
Q4 2025 Added 2.46%
$881B
$24.7 Billion 0.45% of portfolio
76,525
Q4 2025 Added 1.02%
$1.37T
$23.2 Billion 0.42% of portfolio
35,183
Q4 2025 Reduced 3.29%
$279B
$19.1 Billion 0.35% of portfolio
171,253
Q4 2025 Added 23.94%
$1.29T
$17.4 Billion 0.32% of portfolio
38,663
Q4 2025 Added 9.57%
$1.74T
$16.9 Billion 0.31% of portfolio
53,928
Q4 2025 Added 4.43%
$533B
$14 Billion 0.25% of portfolio
39,874
Q4 2025 Added 0.8%
$662B
$13.9 Billion 0.25% of portfolio
27,664
Q4 2025 Added 7.71%
$367B
$13.8 Billion 0.25% of portfolio
40,015
Q4 2025 Reduced 2.9%
$291B
$11.3 Billion 0.21% of portfolio
19,761
Q4 2025 Reduced 7.07%
$522B
$9.36 Billion 0.17% of portfolio
45,222
Q4 2025 Added 6.25%
$258B
$9.19 Billion 0.17% of portfolio
50,100
Q4 2025 Added 5.96%
$266B
$8.91 Billion 0.16% of portfolio
30,089
Q4 2025 Added 7.95%
$414B
$8.81 Billion 0.16% of portfolio
38,561
Q4 2025 Added 1.34%
$265B
$8.87 Billion 0.16% of portfolio
10,090
Q4 2025 Added 1.78%
-
$8.66 Billion 0.16% of portfolio
-
Q4 2025 Added 2.62%
$170B
$8.25 Billion 0.15% of portfolio
53,698
Q4 2025 Reduced 1.36%
$255B
$8.27 Billion 0.15% of portfolio
22,356
Q4 2025 Added 8.47%
$237B
$8.5 Billion 0.15% of portfolio
53,015
Q4 2025 Reduced 7.19%
$100B
$7.91 Billion 0.14% of portfolio
28,967
Q4 2025 Added 5.11%
$490B
$7.95 Billion 0.14% of portfolio
66,093
Q4 2025 Added 10.93%
$224B
$7.22 Billion 0.13% of portfolio
23,625
Q4 2025 Added 8.26%
$235B
$7 Billion 0.13% of portfolio
66,475
Q4 2025 Added 42.87%
$413B
$6.41 Billion 0.12% of portfolio
116,523
Q4 2025 Added 7.52%
$303B
$6.45 Billion 0.12% of portfolio
42,331
Q4 2025 Added 1.77%
$140B
$6.22 Billion 0.11% of portfolio
19,534
Q4 2025 Reduced 1.66%
$404B
$6.23 Billion 0.11% of portfolio
7,219
Q4 2025 Reduced 1.53%
$512B
$6.17 Billion 0.11% of portfolio
10,801
Q4 2025 Added 3.65%
$1.46T
$6.31 Billion 0.11% of portfolio
20,771
Q4 2025 Added 5.08%
$306B
$5.31 Billion 0.1% of portfolio
75,966
Q4 2025 Added 7.53%
$388B
$5.41 Billion 0.1% of portfolio
25,281
Q4 2025 Added 3.64%
$346B
$5.56 Billion 0.1% of portfolio
38,780
Q4 2025 Reduced 18.8%
$49.1B
$4.72 Billion 0.09% of portfolio
50,373
Q4 2025 Added 837.0%
$136B
$4.91 Billion 0.09% of portfolio
10,527
Q4 2025 Added 4.22%
$99.7B
$5.08 Billion 0.09% of portfolio
31,245
Q4 2025 Added 37.69%
$342B
$5.2 Billion 0.09% of portfolio
29,241
Q4 2025 Added 8.03%
$183B
$5.15 Billion 0.09% of portfolio
15,725
Q4 2025 Added 11.89%
$237B
$4.47 Billion 0.08% of portfolio
16,865
Q4 2025 Added 6.5%
$328B
$4.53 Billion 0.08% of portfolio
14,708
Q4 2025 Added 6.91%
$98.6B
$4.42 Billion 0.08% of portfolio
50,692
Q4 2025 Reduced 11.12%
$104B
$4.21 Billion 0.08% of portfolio
73,097
Q4 2025 Reduced 3.14%
$319B
$4.55 Billion 0.08% of portfolio
59,085
Q4 2025 Added 6.18%
$593B
$4.06 Billion 0.07% of portfolio
20,834
Q4 2025 Added 8.36%

Summary

  • Portfolio
  • No. of Stocks 783
  • Current Value $5.5 Trillion
  • Prior Value $5.11 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 89 stocks
  • Additional Purchases 398 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 276 stocks
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