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
$123B
$3.68 Billion 0.07% of portfolio
11,795
Q4 2025 Added 4.02%
$96.4B
$4.07 Billion 0.07% of portfolio
34,749
Q4 2025 Reduced 0.87%
$270B
$3.82 Billion 0.07% of portfolio
21,494
Q4 2025 Added 7.87%
$300B
$3.72 Billion 0.07% of portfolio
11,264
Q4 2025 Added 14.89%
$118B
$3.79 Billion 0.07% of portfolio
13,993
Q4 2025 Added 4.04%
$228B
$4.08 Billion 0.07% of portfolio
32,569
Q4 2025 Reduced 3.53%
$317B
$4.13 Billion 0.07% of portfolio
44,285
Q4 2025 Added 20.27%
$63.4B
$4.07 Billion 0.07% of portfolio
10,611
Q4 2025 Reduced 0.94%
$190B
$3.42 Billion 0.06% of portfolio
29,322
Q4 2025 Added 15.0%
$172B
$3.51 Billion 0.06% of portfolio
86,084
Q4 2025 Reduced 25.01%
$168B
$3.38 Billion 0.06% of portfolio
42,161
Q4 2025 Added 9.65%
$159B
$3.04 Billion 0.06% of portfolio
5,815
Q4 2025 Reduced 0.9%
$128B
$3.07 Billion 0.06% of portfolio
31,917
Q4 2025 Added 8.61%
$268B
$3.57 Billion 0.06% of portfolio
12,503
Q4 2025 Added 9.2%
$96.9B
$3.39 Billion 0.06% of portfolio
8,713
Q4 2025 Reduced 4.38%
$65.2B
$2.64 Billion 0.05% of portfolio
5,181
Q4 2025 Added 5.67%
$181B
$2.94 Billion 0.05% of portfolio
118,234
Q4 2025 Reduced 18.83%
$453B
$3.02 Billion 0.05% of portfolio
4
Q4 2024 New
$222B
$2.84 Billion 0.05% of portfolio
4,902
Q4 2025 Added 32.17%
$156B
$2.82 Billion 0.05% of portfolio
22,945
Q4 2025 Added 18.33%
$182B
$2.76 Billion 0.05% of portfolio
4,163
Q4 2025 Added 11.46%
$81.8B
$2.69 Billion 0.05% of portfolio
22,475
Q4 2025 Added 3.79%
$136B
$2.96 Billion 0.05% of portfolio
12,817
Q4 2025 Added 8.99%
$144B
$2.35 Billion 0.04% of portfolio
5,055
Q4 2025 Reduced 1.12%
$107B
$2.08 Billion 0.04% of portfolio
2,371
Q4 2025 Added 12.64%
$140B
$2.37 Billion 0.04% of portfolio
9,835
Q4 2025 Added 20.06%
$193B
$1.94 Billion 0.04% of portfolio
17,092
Q4 2025 Added 4.42%
$161B
$2.16 Billion 0.04% of portfolio
1,777
Q4 2025 Added 9.29%
$76.5B
$2.26 Billion 0.04% of portfolio
13,327
Q4 2025 Reduced 18.61%
$187B
$2.11 Billion 0.04% of portfolio
12,309
Q4 2025 Added 11.18%
$64.5B
$2.18 Billion 0.04% of portfolio
7,802
Q4 2025 Reduced 1.34%
$35.1B
$2.19 Billion 0.04% of portfolio
38,867
Q4 2025 Added 0.8%
$77.2B
$2.17 Billion 0.04% of portfolio
8,941
Q4 2025 Added 0.17%
$181B
$1.94 Billion 0.04% of portfolio
23,799
Q4 2025 Added 9.37%
$114B
$2.43 Billion 0.04% of portfolio
11,183
Q4 2025 Added 5.74%
$204B
$2.38 Billion 0.04% of portfolio
16,584
Q4 2025 Added 16.47%
$193B
$2.01 Billion 0.04% of portfolio
3,551
Q4 2025 Added 25.34%
$197B
$2.42 Billion 0.04% of portfolio
9,417
Q4 2025 Added 12.91%
$41B
$1.38 Billion 0.03% of portfolio
6,124
Q4 2025 Reduced 1.31%
$114B
$1.59 Billion 0.03% of portfolio
12,451
Q4 2025 Added 33.72%
$283B
$1.44 Billion 0.03% of portfolio
10,452
Q4 2025 Added 2.41%
$94.5B
$1.66 Billion 0.03% of portfolio
4,940
Q4 2025 Reduced 0.8%
$277B
$1.86 Billion 0.03% of portfolio
20,235
Q4 2025 Reduced 2.62%
$86.7B
$1.74 Billion 0.03% of portfolio
3,049
Q4 2025 Added 5.68%
$69.1B
$1.66 Billion 0.03% of portfolio
16,593
Q4 2025 Added 13.17%
$167B
$1.72 Billion 0.03% of portfolio
17,264
Q4 2025 Added 8.69%
$84.9B
$1.51 Billion 0.03% of portfolio
9,346
Q4 2025 Reduced 2.03%
$51.8B
$1.85 Billion 0.03% of portfolio
8,536
Q4 2025 Added 0.71%
$141B
$1.61 Billion 0.03% of portfolio
64,609
Q4 2025 Added 5.05%

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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