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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$6.31 Billion 0.11% of portfolio
20,771
Q4 2025 Added 5.08%
First Tr Exchng Traded Fd Vi
-
$5.42 Billion 0.1% of portfolio
-
Q4 2025 New
$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%
Capital Group Core Balanced
-
$4.9 Billion 0.09% of portfolio
-
Q4 2025 Added 13.67%
$0
$5.21 Billion 0.09% of portfolio
5,205,000
Q1 2025 Added 2.0%
$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%
First Tr Exchng Traded Fd Vi
-
$4.69 Billion 0.09% of portfolio
-
Q4 2025 New
$0
$5.07 Billion 0.09% of portfolio
143,154
Q4 2025 Added 0.14%
$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%
$0
$4.15 Billion 0.08% of portfolio
109,008
Q4 2025 Reduced 11.07%
$0
$4.2 Billion 0.08% of portfolio
43,643
Q4 2025 Added 2.34%
Goldman Sachs ETF Tr
-
$4.6 Billion 0.08% of portfolio
-
Q4 2025 Added 2.74%
$328B
$4.53 Billion 0.08% of portfolio
14,708
Q4 2025 Added 6.91%
$0
$4.51 Billion 0.08% of portfolio
30,300
Q4 2025 Reduced 4.29%
$0
$4.18 Billion 0.08% of portfolio
30,018
Q4 2025 Reduced 1.21%
$98.6B
$4.42 Billion 0.08% of portfolio
50,692
Q4 2025 Reduced 11.12%
$0
$4.52 Billion 0.08% of portfolio
200,838
Q4 2025 Added 9.12%
$0
$4.16 Billion 0.08% of portfolio
45,552
Q4 2025 Added 7.79%
$0
$4.45 Billion 0.08% of portfolio
101,906
Q4 2025 Added 5.08%
$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%
Ge Vernova Inc
-
$3.75 Billion 0.07% of portfolio
-
Q4 2025 Reduced 0.92%
$593B
$4.06 Billion 0.07% of portfolio
20,834
Q4 2025 Added 8.36%
$0
$3.98 Billion 0.07% of portfolio
6,589
Q4 2025 Reduced 4.99%
$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%
$0
$3.66 Billion 0.07% of portfolio
123,576
Q4 2025 Reduced 2.16%
$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%
$0
$3.09 Billion 0.06% of portfolio
71,228
Q4 2025 Reduced 13.05%
Innovator Etfs Trust
-
$3.33 Billion 0.06% of portfolio
-
Q4 2025 Added 24.71%
$190B
$3.42 Billion 0.06% of portfolio
29,322
Q4 2025 Added 15.0%
$0
$3.51 Billion 0.06% of portfolio
14,247
Q4 2025 Added 0.47%
$0
$3.1 Billion 0.06% of portfolio
6,347
Q4 2025 Added 16.12%
$172B
$3.51 Billion 0.06% of portfolio
86,084
Q4 2025 Reduced 25.01%
$0
$3.04 Billion 0.06% of portfolio
21,582
Q4 2025 Added 33.79%
$168B
$3.38 Billion 0.06% of portfolio
42,161
Q4 2025 Added 9.65%
$0
$3.53 Billion 0.06% of portfolio
94,313
Q4 2025 Reduced 0.46%
$159B
$3.04 Billion 0.06% of portfolio
5,815
Q4 2025 Reduced 0.9%

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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