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
$0
$1.92 Billion 0.03% of portfolio
7,589
Q4 2025 Reduced 54.91%
$51.8B
$1.85 Billion 0.03% of portfolio
8,536
Q4 2025 Added 0.71%
$0
$1.62 Billion 0.03% of portfolio
24,192
Q4 2025 Added 0.32%
$141B
$1.61 Billion 0.03% of portfolio
64,609
Q4 2025 Added 5.05%
$6.81B
$1.63 Billion 0.03% of portfolio
17,105
Q4 2025 Added 7.21%
$284B
$1.82 Billion 0.03% of portfolio
23,100
Q4 2025 Added 5.34%
$0
$1.43 Billion 0.03% of portfolio
16,858
Q4 2025 Reduced 0.48%
$61.4B
$1.38 Billion 0.03% of portfolio
7,508
Q4 2025 Added 2.92%
$0
$1.43 Billion 0.03% of portfolio
1,432,000
Q1 2025 Reduced 2.92%
$0
$1.63 Billion 0.03% of portfolio
36,135
Q4 2025 Added 15.82%
$0
$1.79 Billion 0.03% of portfolio
22,451
Q4 2025 Added 0.38%
$74.3B
$1.62 Billion 0.03% of portfolio
7,767
Q4 2025 Added 5.56%
$0
$1.83 Billion 0.03% of portfolio
54,615
Q4 2025 Added 120.38%
-
$1.7 Billion 0.03% of portfolio
-
Q4 2025 Added 145.54%
$0
$1.5 Billion 0.03% of portfolio
32,955
Q4 2025 Reduced 11.6%
$0
$1.68 Billion 0.03% of portfolio
11,695
Q4 2025 Added 133.15%
Victory Portfolios Ii
-
$1.69 Billion 0.03% of portfolio
-
Q4 2025 Reduced 56.53%
$163B
$1.38 Billion 0.03% of portfolio
2,046
Q4 2025 Added 28.6%
$57.5B
$1.54 Billion 0.03% of portfolio
6,243
Q4 2025 Reduced 20.61%
$136B
$1.52 Billion 0.03% of portfolio
4,331
Q4 2025 Added 22.83%
$74.3B
$1.66 Billion 0.03% of portfolio
27,591
Q4 2025 Reduced 2.65%
$68.7B
$1.46 Billion 0.03% of portfolio
14,695
Q4 2025 Added 16.47%
$174B
$1.59 Billion 0.03% of portfolio
9,901
Q4 2025 Added 14.48%
$86.1B
$1.6 Billion 0.03% of portfolio
4,932
Q4 2025 Reduced 13.06%
Capital Group Global Equity
-
$1.55 Billion 0.03% of portfolio
-
Q4 2025 Added 20.33%
$160B
$1.73 Billion 0.03% of portfolio
7,556
Q4 2025 Added 34.35%
$177B
$1.88 Billion 0.03% of portfolio
10,830
Q4 2025 Reduced 7.92%
$0
$1.76 Billion 0.03% of portfolio
70,560
Q4 2025 Reduced 5.55%
$85.9B
$1.47 Billion 0.03% of portfolio
6,709
Q4 2025 Added 3.55%
$104B
$1.71 Billion 0.03% of portfolio
6,646
Q4 2025 Reduced 16.79%
$405B
$1.84 Billion 0.03% of portfolio
1,724
Q4 2025 Added 18.73%
$0
$1.84 Billion 0.03% of portfolio
7,138
Q4 2025 Added 2.25%
$21.3B
$1.79 Billion 0.03% of portfolio
9,730
Q4 2025 Reduced 8.07%
$29B
$1.77 Billion 0.03% of portfolio
58,076
Q4 2025 Added 8.17%
$120B
$1.54 Billion 0.03% of portfolio
51,585
Q4 2025 Reduced 12.2%
$191B
$1.8 Billion 0.03% of portfolio
336
Q4 2025 Added 0.3%
$115B
$1.44 Billion 0.03% of portfolio
3,062
Q4 2025 Added 8.12%
$98.1B
$1.87 Billion 0.03% of portfolio
12,140
Q4 2025 Added 8.44%
Capital Group Dividend Growe
-
$1.83 Billion 0.03% of portfolio
-
Q4 2025 Added 8.4%
$0
$1.79 Billion 0.03% of portfolio
24,213
Q4 2025 Reduced 0.97%
$152B
$1.48 Billion 0.03% of portfolio
5,509
Q4 2025 Added 18.45%
$111B
$1.63 Billion 0.03% of portfolio
3,587
Q4 2025 Added 22.42%
$418B
$1.4 Billion 0.03% of portfolio
9,565
Q4 2025 Added 5.84%
$0
$1.56 Billion 0.03% of portfolio
4,945
Q4 2025 Reduced 9.81%
$69.4B
$1.45 Billion 0.03% of portfolio
16,588
Q4 2025 Reduced 2.77%
$75.4B
$1.39 Billion 0.03% of portfolio
10,444
Q4 2025 Reduced 0.46%
$86.4B
$1.44 Billion 0.03% of portfolio
4,610
Q4 2025 Added 3.22%
$67.6B
$1.79 Billion 0.03% of portfolio
33,591
Q4 2025 Added 25.18%
$169B
$1.46 Billion 0.03% of portfolio
9,532
Q4 2025 Added 403.81%

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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email