Sagespring Wealth Partners
Latest statistics and disclosures from Sagespring Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DYNF, FBCG, VOO, ABFL, JAVA, and represent 27.84% of Sagespring Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: BAI (+$156M), BRTR (+$119M), IYF (+$76M), IYG (+$53M), INMU (+$28M), JAVA (+$22M), ITA (+$22M), BINC (+$17M), IEMG (+$12M), DYNF (+$11M).
- Started 89 new stock positions in VTRS, CNC, PAYC, MLI, WCC, KHC, ALGT, HAS, WAT, RKLB.
- Reduced shares in these 10 stocks: PWRD (-$25M), QUAL (-$23M), EFV (-$22M), ABLD (-$20M), IVV (-$12M), EFG (-$11M), IEFA (-$8.5M), QCJL (-$5.5M), IYW, IEI.
- Sold out of its positions in STRV, CF, CSGP, DEO, EXR, FFIV, FVAL, KNG, QCJL, GJUL.
- Sagespring Wealth Partners was a net buyer of stock by $446M.
- Sagespring Wealth Partners has $5.5B in assets under management (AUM), dropping by 7.74%.
- Central Index Key (CIK): 0002056425
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Portfolio Holdings for Sagespring Wealth Partners
Sagespring Wealth Partners holds 783 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Sagespring Wealth Partners has 783 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sagespring Wealth Partners Dec. 31, 2025 positions
- Download the Sagespring Wealth Partners December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.4 | $352M | +3% | 6.5M | 54.34 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 6.4 | $350M | 7.2M | 48.83 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.5 | $302M | 1.5M | 200.29 |
|
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 4.9 | $269M | 4.3M | 62.40 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 4.7 | $259M | +9% | 4.2M | 61.62 |
|
| Tcw Transform Etf Trust Transform System (PWRD) | 3.5 | $193M | -11% | 2.4M | 82.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $182M | -6% | 352k | 515.99 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.8 | $156M | NEW | 4.7M | 33.30 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.7 | $151M | +12% | 2.9M | 52.77 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.7 | $151M | +3% | 10M | 14.83 |
|
| Ishares Core Msci Emkt (IEMG) | 2.6 | $142M | +9% | 2.4M | 58.99 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $125M | -6% | 1.4M | 89.46 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 2.2 | $119M | NEW | 2.4M | 50.77 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 1.9 | $107M | +247% | 827k | 128.93 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.9 | $104M | +10% | 1.6M | 63.57 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.8 | $101M | -4% | 702k | 143.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $100M | 25M | 4.09 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 1.3 | $69M | +3% | 1.2M | 57.85 |
|
| Apple (AAPL) | 1.2 | $63M | +6% | 233k | 271.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $63M | 102k | 614.31 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $57M | +4% | 307k | 186.50 |
|
| Microsoft Corporation (MSFT) | 1.0 | $56M | 117k | 483.62 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.0 | $56M | -8% | 469k | 119.35 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 1.0 | $53M | NEW | 576k | 92.25 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $51M | -29% | 962k | 53.11 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $47M | -5% | 579k | 81.17 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.8 | $41M | +2% | 406k | 101.67 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $38M | +9% | 310k | 123.26 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.7 | $37M | +7% | 657k | 56.69 |
|
| Amazon (AMZN) | 0.6 | $33M | +4% | 203k | 160.06 |
|
| Broadcom (AVGO) | 0.5 | $30M | 86k | 346.10 |
|
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.5 | $30M | 548k | 54.07 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $29M | 29M | 1.00 |
|
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.5 | $28M | NEW | 1.2M | 24.04 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $28M | +4% | 638k | 44.47 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 0.5 | $28M | -42% | 951k | 29.09 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $26M | +14% | 245k | 107.11 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $25M | -5% | 382k | 66.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $25M | +2% | 80k | 313.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $25M | 77k | 322.22 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $25M | -7% | 262k | 94.16 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $24M | -15% | 473k | 50.43 |
|
| Meta Platforms Cl A (META) | 0.4 | $23M | -3% | 35k | 660.09 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.4 | $22M | NEW | 102k | 214.69 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $19M | -3% | 40k | 473.31 |
|
| Wal-Mart Stores (WMT) | 0.3 | $19M | +23% | 171k | 111.41 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $19M | 18M | 1.06 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $18M | -4% | 63k | 290.22 |
|
| Tesla Motors (TSLA) | 0.3 | $17M | +9% | 39k | 449.72 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $17M | -3% | 69k | 250.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $17M | +4% | 54k | 313.80 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $17M | -7% | 137k | 120.18 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.3 | $16M | +5% | 204k | 80.28 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $16M | +6% | 165k | 96.28 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $16M | -14% | 298k | 52.41 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $15M | -60% | 226k | 67.31 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $15M | 100k | 148.69 |
|
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.3 | $15M | +4% | 307k | 48.36 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $14M | 111k | 129.16 |
|
|
| Visa Com Cl A (V) | 0.3 | $14M | 40k | 350.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $14M | +7% | 28k | 502.65 |
|
| Home Depot (HD) | 0.3 | $14M | -2% | 40k | 344.10 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $13M | +10% | 282k | 44.50 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $12M | -7% | 244k | 50.29 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $12M | +3% | 324k | 37.78 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $12M | -2% | 56k | 210.34 |
|
| Caterpillar (CAT) | 0.2 | $11M | -7% | 20k | 572.86 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $11M | 137k | 82.48 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $11M | +758% | 221k | 50.50 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $11M | +21% | 9.9k | 1074.73 |
|
| Johnson & Johnson (JNJ) | 0.2 | $9.4M | +6% | 45k | 206.95 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $9.2M | +5% | 50k | 183.40 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $9.1M | 131k | 69.42 |
|
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.2 | $9.0M | 120k | 75.59 |
|
|
| International Business Machines (IBM) | 0.2 | $8.9M | +7% | 30k | 296.21 |
|
| Goldman Sachs (GS) | 0.2 | $8.9M | 10k | 878.97 |
|
|
| Abbvie (ABBV) | 0.2 | $8.8M | 39k | 228.49 |
|
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $8.7M | +2% | 344k | 25.21 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $8.5M | +10% | 212k | 40.23 |
|
| Philip Morris International (PM) | 0.2 | $8.5M | -7% | 53k | 160.40 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $8.3M | 89k | 93.08 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $8.3M | -2% | 506k | 16.43 |
|
| American Express Company (AXP) | 0.2 | $8.3M | +8% | 22k | 369.96 |
|
| TJX Companies (TJX) | 0.1 | $8.2M | 54k | 153.61 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $8.2M | 273k | 29.87 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $8.0M | +10% | 66k | 120.34 |
|
| Cme (CME) | 0.1 | $7.9M | +5% | 29k | 273.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $7.5M | 120k | 62.47 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $7.3M | -60% | 262k | 27.78 |
|
| McDonald's Corporation (MCD) | 0.1 | $7.2M | +8% | 24k | 305.63 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $7.1M | +8% | 189k | 37.75 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $7.1M | +4% | 81k | 87.16 |
|
| Merck & Co (MRK) | 0.1 | $7.0M | +42% | 67k | 105.26 |
|
| Chevron Corporation (CVX) | 0.1 | $6.5M | 42k | 152.41 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $6.4M | +7% | 117k | 55.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $6.3M | +5% | 21k | 303.90 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $6.2M | 7.2k | 862.39 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $6.2M | 20k | 318.50 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $6.2M | +2% | 133k | 46.54 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $6.2M | +3% | 11k | 570.90 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.1M | -2% | 58k | 105.24 |
|
| Procter & Gamble Company (PG) | 0.1 | $5.6M | -18% | 39k | 143.31 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) | 0.1 | $5.4M | NEW | 241k | 22.45 |
|
| Advanced Micro Devices (AMD) | 0.1 | $5.4M | +3% | 25k | 214.16 |
|
| Coca-Cola Company (KO) | 0.1 | $5.3M | +7% | 76k | 69.91 |
|
| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.1 | $5.2M | 5.2M | 1.00 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $5.2M | +8% | 29k | 177.75 |
|
| Amgen (AMGN) | 0.1 | $5.1M | +11% | 16k | 327.30 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $5.1M | +37% | 31k | 162.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $5.1M | 143k | 35.38 |
|
|
| Hca Holdings (HCA) | 0.1 | $4.9M | +4% | 11k | 466.85 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $4.9M | +13% | 139k | 35.33 |
|
| Netflix (NFLX) | 0.1 | $4.7M | +836% | 50k | 93.76 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) | 0.1 | $4.7M | NEW | 119k | 39.29 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $4.6M | +2% | 87k | 52.80 |
|
| Cisco Systems (CSCO) | 0.1 | $4.6M | +6% | 59k | 77.03 |
|
| Ge Aerospace Com New (GE) | 0.1 | $4.5M | +6% | 15k | 308.04 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $4.5M | +9% | 201k | 22.53 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $4.5M | -4% | 30k | 148.98 |
|
| salesforce (CRM) | 0.1 | $4.5M | +6% | 17k | 264.91 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $4.4M | +5% | 102k | 43.64 |
|
| Southern Company (SO) | 0.1 | $4.4M | -11% | 51k | 87.20 |
|
| Altria (MO) | 0.1 | $4.2M | -3% | 73k | 57.66 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $4.2M | +2% | 44k | 96.16 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $4.2M | 30k | 139.16 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $4.2M | +7% | 46k | 91.38 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $4.1M | -11% | 109k | 38.05 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.1M | -11% | 19k | 219.78 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.1M | +20% | 44k | 93.20 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.1M | -3% | 33k | 125.29 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $4.1M | 35k | 117.21 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $4.1M | 11k | 383.32 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $4.1M | +8% | 21k | 194.91 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.0M | -4% | 6.6k | 603.30 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.8M | +7% | 22k | 177.53 |
|
| Analog Devices (ADI) | 0.1 | $3.8M | +4% | 14k | 271.20 |
|
| Ge Vernova (GEV) | 0.1 | $3.8M | 5.7k | 653.59 |
|
|
| UnitedHealth (UNH) | 0.1 | $3.7M | +14% | 11k | 330.11 |
|
| Chubb (CB) | 0.1 | $3.7M | +4% | 12k | 312.13 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $3.7M | -2% | 124k | 29.61 |
|
| Micron Technology (MU) | 0.1 | $3.6M | +9% | 13k | 285.41 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $3.5M | 94k | 37.40 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.5M | 14k | 246.16 |
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| Verizon Communications (VZ) | 0.1 | $3.5M | -25% | 86k | 40.73 |
|
| Citigroup Com New (C) | 0.1 | $3.4M | +14% | 29k | 116.69 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.4M | -4% | 8.7k | 389.21 |
|
| Nextera Energy (NEE) | 0.1 | $3.4M | +9% | 42k | 80.28 |
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| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $3.3M | +24% | 102k | 32.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.1M | +16% | 6.3k | 487.84 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $3.1M | -13% | 71k | 43.33 |
|
| Medtronic SHS (MDT) | 0.1 | $3.1M | +8% | 32k | 96.06 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.0M | +33% | 22k | 141.06 |
|
| S&p Global (SPGI) | 0.1 | $3.0M | 5.8k | 522.62 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754800.00 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $3.0M | +8% | 13k | 231.33 |
|
| At&t (T) | 0.1 | $2.9M | -18% | 118k | 24.84 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.9M | +5% | 21k | 135.14 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.8M | +32% | 4.9k | 579.39 |
|
| Gilead Sciences (GILD) | 0.1 | $2.8M | +18% | 23k | 122.74 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.8M | NEW | 55k | 50.94 |
|
| Intuit (INTU) | 0.1 | $2.8M | +11% | 4.2k | 662.43 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $2.7M | +3% | 23k | 119.75 |
|
| Blackrock (BLK) | 0.0 | $2.7M | +4% | 2.5k | 1070.49 |
|
| Cummins (CMI) | 0.0 | $2.6M | +5% | 5.2k | 510.45 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $2.6M | +71% | 3.4k | 753.69 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $2.4M | -31% | 41k | 60.17 |
|
| Boeing Company (BA) | 0.0 | $2.4M | +5% | 11k | 217.11 |
|
| Applied Materials (AMAT) | 0.0 | $2.4M | +12% | 9.4k | 256.99 |
|
| Pepsi (PEP) | 0.0 | $2.4M | +16% | 17k | 143.52 |
|
| Lowe's Companies (LOW) | 0.0 | $2.4M | +20% | 9.8k | 241.17 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $2.4M | +6% | 14k | 171.17 |
|
| Deere & Company (DE) | 0.0 | $2.4M | 5.1k | 465.58 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $2.3M | 19k | 121.61 |
|
|
| Agnico (AEM) | 0.0 | $2.3M | -18% | 13k | 169.53 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.0 | $2.2M | 32k | 69.33 |
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| Realty Income (O) | 0.0 | $2.2M | 39k | 56.37 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.2M | 15k | 143.52 |
|
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| Royal Caribbean Cruises (RCL) | 0.0 | $2.2M | 7.8k | 278.92 |
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| Capital One Financial (COF) | 0.0 | $2.2M | 8.9k | 242.35 |
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| Linde SHS (LIN) | 0.0 | $2.2M | -12% | 5.1k | 426.37 |
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| Kla Corp Com New (KLAC) | 0.0 | $2.2M | +9% | 1.8k | 1215.04 |
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| Qualcomm (QCOM) | 0.0 | $2.1M | +11% | 12k | 171.06 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.1M | +12% | 2.4k | 878.87 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.1M | -9% | 19k | 106.70 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $2.0M | +25% | 3.6k | 566.37 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.0M | -2% | 21k | 96.03 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.0M | -2% | 20k | 96.27 |
|
| Uber Technologies (UBER) | 0.0 | $1.9M | +9% | 24k | 81.71 |
|
| Walt Disney Company (DIS) | 0.0 | $1.9M | +4% | 17k | 113.77 |
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $1.9M | -61% | 266k | 7.26 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.9M | -54% | 7.6k | 252.90 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.9M | -7% | 11k | 173.49 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.9M | +8% | 12k | 154.13 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.9M | -2% | 20k | 91.93 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.9M | 8.5k | 217.06 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.8M | +18% | 1.7k | 1070.11 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.8M | +2% | 7.1k | 257.96 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $1.8M | +8% | 51k | 35.64 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.0 | $1.8M | +120% | 55k | 33.51 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $1.8M | +5% | 23k | 78.67 |
|
| Booking Holdings (BKNG) | 0.0 | $1.8M | 336.00 | 5349.29 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $1.8M | 24k | 74.09 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $1.8M | 23k | 79.84 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.8M | +25% | 34k | 53.36 |
|
| Darden Restaurants (DRI) | 0.0 | $1.8M | -8% | 9.7k | 184.02 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.8M | +8% | 58k | 30.54 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $1.8M | -5% | 71k | 24.94 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.7M | +5% | 3.0k | 570.24 |
|
| Danaher Corporation (DHR) | 0.0 | $1.7M | +34% | 7.6k | 228.93 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.7M | +8% | 17k | 99.91 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.7M | -16% | 6.6k | 257.24 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $1.7M | +145% | 39k | 43.38 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $1.7M | -56% | 43k | 39.38 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.7M | +133% | 12k | 143.96 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.7M | 4.9k | 336.69 |
|
|
| Williams Companies (WMB) | 0.0 | $1.7M | -2% | 28k | 60.11 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.7M | +13% | 17k | 99.85 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $1.6M | +7% | 17k | 95.41 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.0 | $1.6M | +15% | 36k | 45.09 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.6M | +22% | 3.6k | 453.35 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.6M | 24k | 67.13 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.6M | +5% | 7.8k | 208.73 |
|
| Allstate Corporation (ALL) | 0.0 | $1.6M | 7.8k | 208.15 |
|
|
| Pfizer (PFE) | 0.0 | $1.6M | +5% | 65k | 24.90 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.6M | -13% | 4.9k | 324.02 |
|
| Shopify Cl A (SHOP) | 0.0 | $1.6M | +14% | 9.9k | 160.96 |
|
| Prologis (PLD) | 0.0 | $1.6M | +33% | 13k | 127.66 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.6M | -9% | 4.9k | 314.79 |
|
| Capital Group Global Equity SHS (CGGE) | 0.0 | $1.5M | +20% | 49k | 31.63 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $1.5M | 32k | 49.08 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $1.5M | -20% | 6.2k | 247.03 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.5M | -12% | 52k | 29.89 |
|
| Stryker Corporation (SYK) | 0.0 | $1.5M | +22% | 4.3k | 351.43 |
|
| Intercontinental Exchange (ICE) | 0.0 | $1.5M | -2% | 9.3k | 161.95 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $1.5M | -11% | 33k | 45.66 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.5M | +18% | 5.5k | 268.28 |
|
| Waste Management (WM) | 0.0 | $1.5M | +3% | 6.7k | 219.72 |
|
| Servicenow (NOW) | 0.0 | $1.5M | +403% | 9.5k | 153.20 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.5M | +16% | 15k | 99.19 |
|
| Corning Incorporated (GLW) | 0.0 | $1.5M | -2% | 17k | 87.56 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.4M | +2% | 11k | 137.87 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.4M | +3% | 4.6k | 312.56 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.4M | +8% | 3.1k | 468.74 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $1.4M | 1.4M | 1.00 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $1.4M | 17k | 84.64 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.4M | +5% | 9.6k | 146.59 |
|
| Emerson Electric (EMR) | 0.0 | $1.4M | 10k | 132.72 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $1.4M | +2% | 7.5k | 184.20 |
|
| Iqvia Holdings (IQV) | 0.0 | $1.4M | 6.1k | 225.40 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $1.4M | +28% | 2.0k | 673.82 |
|
Past Filings by Sagespring Wealth Partners
SEC 13F filings are viewable for Sagespring Wealth Partners going back to 2024
- Sagespring Wealth Partners 2025 Q4 filed Jan. 7, 2026
- 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