Sagespring Wealth Partners
Latest statistics and disclosures from Sagespring Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBCG, DYNF, VOO, ABFL, PWRD, and represent 28.88% of Sagespring Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$48M), ABFL (+$48M), FBCG (+$45M), JAVA (+$45M), PWRD (+$35M), IYW (+$31M), QUAL (+$25M), IEMG (+$21M), JIRE (+$19M), EUSA (+$19M).
- Started 66 new stock positions in QCJL, IJS, DJUL, SGI, CG, THC, SIL, EFAV, GAB, WDC.
- Reduced shares in these 10 stocks: Raytheon Technologies Corp (-$7.2M), QCJA (-$5.1M), GJAN, VOO, USMV, USHY, COWZ, GRPM, VYM, IJR.
- Sold out of its positions in AMED, ARES, BFAM, CGSD, CHTR, STZ, DFAC, E, Edwards Lifesciences Corp option, ESS.
- Sagespring Wealth Partners was a net buyer of stock by $480M.
- Sagespring Wealth Partners has $5.1B in assets under management (AUM), dropping by 10.06%.
- Central Index Key (CIK): 0002056425
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Portfolio Holdings for Sagespring Wealth Partners
Sagespring Wealth Partners holds 733 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Sagespring Wealth Partners has 733 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sagespring Wealth Partners Sept. 30, 2025 positions
- Download the Sagespring Wealth Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 6.7 | $343M | +15% | 7.2M | 47.79 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.5 | $330M | +17% | 6.3M | 52.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.0 | $308M | 1.5M | 201.35 |
|
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 5.2 | $268M | +21% | 4.3M | 62.82 |
|
| Tcw Transform Etf Trust Transform System (PWRD) | 4.4 | $226M | +18% | 2.7M | 84.97 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 4.4 | $224M | +25% | 3.8M | 58.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $193M | +4% | 375k | 514.40 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.7 | $137M | 9.9M | 13.90 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.7 | $136M | +7% | 2.6M | 53.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $130M | +2% | 1.5M | 87.31 |
|
| Ishares Core Msci Emkt (IEMG) | 2.5 | $126M | +19% | 2.2M | 57.07 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.1 | $105M | +41% | 737k | 142.99 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $95M | 24M | 3.88 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.8 | $91M | +27% | 1.5M | 61.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $81M | +43% | 564k | 143.07 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.5 | $76M | +28% | 1.4M | 55.65 |
|
| Ishares Emng Mkts Eqt (EMGF) | 1.3 | $65M | +3% | 1.2M | 56.58 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $63M | 104k | 600.37 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $61M | +5% | 510k | 119.51 |
|
| Microsoft Corporation (MSFT) | 1.2 | $59M | +4% | 115k | 517.95 |
|
| Apple (AAPL) | 1.1 | $56M | +9% | 220k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $55M | +3% | 293k | 186.58 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.1 | $54M | +50% | 671k | 80.22 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.9 | $47M | +5% | 1.6M | 28.78 |
|
| Ishares Msci Equal Weite (EUSA) | 0.9 | $46M | +67% | 695k | 66.30 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $45M | +4% | 615k | 72.77 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $41M | +10% | 394k | 102.99 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $34M | +6% | 283k | 120.72 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.7 | $34M | +4% | 613k | 55.71 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.6 | $30M | +7% | 238k | 126.64 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.6 | $29M | +45% | 538k | 54.16 |
|
| Amazon (AMZN) | 0.6 | $29M | +3% | 195k | 149.39 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.6 | $29M | 29M | 1.00 |
|
|
| Broadcom (AVGO) | 0.6 | $28M | 86k | 329.91 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.6 | $28M | -2% | 558k | 50.57 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $27M | -9% | 283k | 95.14 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $27M | +5% | 610k | 43.92 |
|
| Meta Platforms Cl A (META) | 0.5 | $27M | +13% | 36k | 734.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $26M | -2% | 405k | 65.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $24M | +2% | 76k | 315.43 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $23M | +3% | 215k | 106.49 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $20M | 42k | 468.41 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $20M | -2% | 67k | 293.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $19M | +7% | 78k | 243.10 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $19M | 18M | 1.06 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $18M | 71k | 256.45 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $18M | +6% | 347k | 52.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $18M | -5% | 148k | 118.83 |
|
| Home Depot (HD) | 0.3 | $17M | +6% | 41k | 405.19 |
|
| Tesla Motors (TSLA) | 0.3 | $16M | +4% | 35k | 444.72 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $15M | -5% | 155k | 95.19 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.3 | $15M | +5% | 193k | 75.40 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $14M | 99k | 145.65 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $14M | +7% | 138k | 103.06 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $14M | 113k | 125.95 |
|
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.3 | $14M | +6% | 294k | 46.12 |
|
| Visa Com Cl A (V) | 0.3 | $14M | 40k | 341.38 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $13M | -4% | 264k | 50.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $13M | 26k | 502.74 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $13M | +8% | 52k | 243.55 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $12M | 57k | 203.59 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $12M | +5% | 314k | 36.56 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $11M | +16% | 256k | 44.57 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $11M | 139k | 80.17 |
|
|
| Caterpillar (CAT) | 0.2 | $10M | 21k | 477.15 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $9.4M | +914% | 278k | 33.91 |
|
| Philip Morris International (PM) | 0.2 | $9.3M | -2% | 57k | 162.20 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $8.9M | 131k | 68.08 |
|
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.2 | $8.8M | 118k | 74.72 |
|
|
| Abbvie (ABBV) | 0.2 | $8.8M | +12% | 38k | 231.54 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $8.5M | -3% | 335k | 25.34 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $8.3M | -4% | 89k | 93.35 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $8.0M | 517k | 15.48 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $7.9M | NEW | 47k | 167.33 |
|
| Goldman Sachs (GS) | 0.2 | $7.9M | +4% | 9.9k | 796.38 |
|
| Johnson & Johnson (JNJ) | 0.2 | $7.9M | +19% | 43k | 185.42 |
|
| TJX Companies (TJX) | 0.2 | $7.9M | +4% | 54k | 144.54 |
|
| International Business Machines (IBM) | 0.2 | $7.9M | -4% | 28k | 282.16 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $7.6M | +3% | 192k | 39.54 |
|
| Cme (CME) | 0.1 | $7.4M | +8% | 28k | 270.19 |
|
| Eaton Corp SHS (ETN) | 0.1 | $7.4M | 20k | 374.25 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $7.3M | -6% | 48k | 153.65 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $7.3M | -2% | 122k | 59.92 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $6.9M | 78k | 89.37 |
|
|
| American Express Company (AXP) | 0.1 | $6.8M | +13% | 21k | 332.17 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $6.8M | -4% | 7.3k | 925.60 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $6.7M | 60k | 112.75 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $6.6M | +12% | 22k | 303.88 |
|
| Chevron Corporation (CVX) | 0.1 | $6.5M | +20% | 42k | 155.29 |
|
| Netflix (NFLX) | 0.1 | $6.4M | -2% | 5.4k | 1198.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.4M | 59k | 107.78 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $6.2M | +16% | 173k | 35.91 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $6.2M | -7% | 8.1k | 763.04 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $6.0M | -6% | 129k | 46.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.9M | +6% | 10k | 568.80 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.6M | 108k | 51.59 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.5M | +5% | 20k | 279.29 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL) | 0.1 | $5.5M | NEW | 235k | 23.28 |
|
| Oracle Corporation (ORCL) | 0.1 | $5.4M | +8% | 19k | 281.25 |
|
| Southern Company (SO) | 0.1 | $5.4M | 57k | 94.77 |
|
|
| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.1 | $5.2M | 5.2M | 1.00 |
|
|
| Verizon Communications (VZ) | 0.1 | $5.0M | +2% | 115k | 43.95 |
|
| Altria (MO) | 0.1 | $5.0M | 76k | 66.06 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) | 0.1 | $5.0M | NEW | 122k | 40.56 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.9M | 27k | 182.42 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $4.9M | +4% | 11k | 457.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $4.8M | 143k | 33.67 |
|
|
| Coca-Cola Company (KO) | 0.1 | $4.7M | 71k | 66.32 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $4.6M | +11% | 32k | 145.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.6M | 21k | 215.79 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $4.5M | +14% | 34k | 133.94 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $4.4M | +5% | 85k | 52.23 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $4.4M | +4% | 23k | 192.74 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $4.3M | -2% | 123k | 35.48 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $4.3M | +4% | 35k | 123.75 |
|
| Hca Holdings (HCA) | 0.1 | $4.3M | 10k | 426.21 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $4.3M | 30k | 140.05 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $4.2M | +2% | 122k | 34.72 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $4.2M | +11% | 17k | 247.12 |
|
| Ge Aerospace Com New (GE) | 0.1 | $4.1M | +5% | 14k | 300.81 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.1M | 6.9k | 596.04 |
|
|
| At&t (T) | 0.1 | $4.1M | +3% | 146k | 28.24 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $4.1M | +390% | 43k | 96.46 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $4.1M | 97k | 42.03 |
|
|
| Amgen (AMGN) | 0.1 | $4.0M | +3% | 14k | 282.20 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.9M | +2% | 24k | 161.79 |
|
| Merck & Co (MRK) | 0.1 | $3.9M | +42% | 47k | 83.93 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $3.9M | +5% | 184k | 21.13 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $3.9M | +6% | 42k | 91.75 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.8M | 9.1k | 421.97 |
|
|
| Cisco Systems (CSCO) | 0.1 | $3.8M | +3% | 56k | 68.42 |
|
| salesforce (CRM) | 0.1 | $3.8M | -7% | 16k | 237.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $3.7M | +12% | 31k | 121.06 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $3.7M | +9% | 99k | 37.50 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $3.7M | +4% | 126k | 29.11 |
|
| Honeywell International (HON) | 0.1 | $3.6M | -9% | 17k | 210.50 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $3.6M | -41% | 95k | 37.78 |
|
| Ge Vernova (GEV) | 0.1 | $3.6M | +5% | 5.8k | 614.90 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $3.5M | -4% | 82k | 43.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.4M | 14k | 241.96 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $3.4M | -42% | 59k | 57.47 |
|
| UnitedHealth (UNH) | 0.1 | $3.4M | 9.8k | 345.30 |
|
|
| Analog Devices (ADI) | 0.1 | $3.3M | +20% | 14k | 245.70 |
|
| Chubb (CB) | 0.1 | $3.2M | -3% | 11k | 282.25 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.2M | +2% | 20k | 158.96 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.1M | +14% | 37k | 83.82 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754200.00 |
|
|
| Nextera Energy (NEE) | 0.1 | $2.9M | +2% | 39k | 75.49 |
|
| S&p Global (SPGI) | 0.1 | $2.9M | 5.9k | 486.70 |
|
|
| Medtronic SHS (MDT) | 0.1 | $2.8M | +20% | 29k | 95.24 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.8M | -4% | 12k | 236.37 |
|
| Agnico (AEM) | 0.1 | $2.8M | +7% | 16k | 168.56 |
|
| Blackrock (BLK) | 0.1 | $2.8M | +7% | 2.4k | 1165.98 |
|
| Linde SHS (LIN) | 0.1 | $2.7M | +8% | 5.8k | 475.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.6M | +3% | 5.5k | 479.64 |
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $2.6M | 82k | 31.88 |
|
|
| Citigroup Com New (C) | 0.1 | $2.6M | +5% | 26k | 101.50 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $2.6M | 7.9k | 323.57 |
|
|
| Intuit (INTU) | 0.0 | $2.6M | -3% | 3.7k | 682.94 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.5M | +3% | 20k | 123.75 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $2.4M | +6% | 22k | 109.95 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $2.4M | 19k | 122.45 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $2.3M | -4% | 8.0k | 293.50 |
|
| Realty Income (O) | 0.0 | $2.3M | +8% | 39k | 60.79 |
|
| Deere & Company (DE) | 0.0 | $2.3M | 5.1k | 457.27 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $2.3M | +86% | 12k | 189.70 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.3M | -2% | 21k | 106.78 |
|
| Boeing Company (BA) | 0.0 | $2.3M | 11k | 215.83 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.2M | +24% | 16k | 137.80 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.0 | $2.2M | 32k | 68.43 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.2M | -6% | 12k | 183.73 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.2M | -37% | 15k | 140.95 |
|
| Gilead Sciences (GILD) | 0.0 | $2.2M | +11% | 19k | 111.00 |
|
| Air Products & Chemicals (APD) | 0.0 | $2.1M | +4% | 7.9k | 272.74 |
|
| Uber Technologies (UBER) | 0.0 | $2.1M | +22% | 22k | 97.97 |
|
| Vanguard Wellington Us Momentum (VFMO) | 0.0 | $2.1M | NEW | 11k | 191.59 |
|
| Cummins (CMI) | 0.0 | $2.1M | +14% | 4.9k | 422.35 |
|
| Lowe's Companies (LOW) | 0.0 | $2.1M | +4% | 8.2k | 251.30 |
|
| Darden Restaurants (DRI) | 0.0 | $2.0M | 11k | 190.37 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.0M | +11% | 21k | 96.55 |
|
| Pepsi (PEP) | 0.0 | $2.0M | +28% | 14k | 140.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.0M | -5% | 21k | 93.37 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.0M | +10% | 5.7k | 346.26 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $1.9M | 19k | 100.05 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.9M | -3% | 8.5k | 227.73 |
|
| Micron Technology (MU) | 0.0 | $1.9M | +29% | 12k | 167.31 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.9M | +11% | 11k | 170.85 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $1.9M | +9% | 16k | 120.01 |
|
| Capital One Financial (COF) | 0.0 | $1.9M | +18% | 8.9k | 212.59 |
|
| Walt Disney Company (DIS) | 0.0 | $1.9M | +7% | 16k | 114.50 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $1.9M | -2% | 75k | 24.93 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $1.9M | 22k | 82.73 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.8M | -15% | 59k | 31.42 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.0 | $1.8M | NEW | 14k | 128.27 |
|
| Qualcomm (QCOM) | 0.0 | $1.8M | +3% | 11k | 166.35 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.8M | -14% | 40k | 46.42 |
|
| Flexshares Tr M Star Dev Mkt (TLTD) | 0.0 | $1.8M | +511% | 21k | 88.74 |
|
| Booking Holdings (BKNG) | 0.0 | $1.8M | +4% | 335.00 | 5404.49 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.8M | +50% | 3.7k | 485.07 |
|
| Williams Companies (WMB) | 0.0 | $1.8M | -2% | 28k | 63.35 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.8M | +4% | 7.0k | 254.29 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $1.8M | +8% | 25k | 72.58 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.8M | +4% | 2.9k | 609.29 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.8M | +8% | 1.6k | 1078.89 |
|
| Servicenow (NOW) | 0.0 | $1.7M | -5% | 1.9k | 920.34 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.7M | +2% | 13k | 133.90 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $1.7M | +35% | 37k | 46.05 |
|
| Applied Materials (AMAT) | 0.0 | $1.7M | 8.3k | 204.73 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.7M | +7% | 5.0k | 341.02 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | -2% | 5.5k | 307.86 |
|
| Fiserv (FI) | 0.0 | $1.7M | -4% | 13k | 128.93 |
|
| Allstate Corporation (ALL) | 0.0 | $1.7M | -3% | 7.8k | 214.65 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $1.6M | +11% | 47k | 34.65 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.6M | +6% | 9.0k | 178.74 |
|
| Intercontinental Exchange (ICE) | 0.0 | $1.6M | 9.5k | 168.48 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.6M | +3% | 2.1k | 757.98 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.6M | +21% | 21k | 76.72 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.6M | -9% | 58k | 27.30 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.6M | +13% | 4.5k | 351.24 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.6M | +4% | 24k | 65.01 |
|
| Pfizer (PFE) | 0.0 | $1.6M | +13% | 62k | 25.48 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $1.6M | +9% | 22k | 70.98 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.6M | 54k | 28.91 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.5M | +23% | 16k | 97.63 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.5M | +213% | 21k | 73.48 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.5M | +7% | 14k | 107.81 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | +10% | 16k | 95.47 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $1.5M | -4% | 16k | 93.79 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $1.5M | 32k | 47.50 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $1.5M | 7.3k | 203.63 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.5M | +10% | 10k | 143.18 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.5M | +7% | 2.0k | 746.51 |
|
| PNC Financial Services (PNC) | 0.0 | $1.5M | +6% | 7.4k | 200.92 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $1.4M | +10% | 14k | 103.36 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $1.4M | 1.4M | 1.00 |
|
|
| Waste Management (WM) | 0.0 | $1.4M | 6.5k | 220.84 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.4M | -7% | 25k | 57.10 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.4M | 5.0k | 281.83 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.4M | +14% | 9.7k | 145.70 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.4M | -8% | 1.5k | 967.98 |
|
| Corning Incorporated (GLW) | 0.0 | $1.4M | +12% | 17k | 82.03 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $1.4M | +6% | 17k | 82.58 |
|
| American Electric Power Company (AEP) | 0.0 | $1.4M | 12k | 112.50 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.4M | +11% | 5.8k | 239.37 |
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $1.4M | -2% | 21k | 65.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.4M | -4% | 2.8k | 490.30 |
|
| Emerson Electric (EMR) | 0.0 | $1.4M | +6% | 11k | 131.19 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.4M | 3.7k | 365.49 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.0 | $1.4M | 31k | 43.77 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.4M | +45% | 25k | 53.87 |
|
Past Filings by Sagespring Wealth Partners
SEC 13F filings are viewable for Sagespring Wealth Partners going back to 2024
- Sagespring Wealth Partners 2025 Q3 filed Oct. 31, 2025
- Sagespring Wealth Partners 2025 Q2 filed July 28, 2025
- Sagespring Wealth Partners 2025 Q1 filed April 17, 2025
- Sagespring Wealth Partners 2024 Q4 filed Feb. 13, 2025