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Sagespring Wealth Partners

Latest statistics and disclosures from Sagespring Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DYNF, JAVA, FBCG, VOO, IVV, and represent 27.81% of Sagespring Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$21M), JAVA (+$17M), FBCG (+$16M), BAI (+$14M), EMOP (+$11M), MUB (+$11M), IWB (+$9.3M), PWRD (+$9.1M), JMUB (+$9.1M), EFV (+$8.6M).
Started 88 new stock positions in UHS, IWN, HALO, SCHQ, DDFS, PSEP, BAUG, OGE, FBTC, PUSH.
Reduced shares in these 10 stocks: VTEB (-$6.9M), VOO (-$6.1M), INMU, IBM, SMMU, TJX, WMT, BOND, MUNI, IEF.
Sold out of its positions in ALSN, ALLY, ALNY, AVB, BBD, BRX, BURL, CRS, CAG, CCI.
Sagespring Wealth Partners was a net buyer of stock by $286M.
Sagespring Wealth Partners has $6.7B in assets under management (AUM), dropping by 3.15%.
Central Index Key (CIK): 0002056425

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Portfolio Holdings for Sagespring Wealth Partners

Sagespring Wealth Partners holds 883 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Sagespring Wealth Partners has 883 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sagespring Wealth Partners Sept. 30, 2026 positions
Download the Sagespring Wealth Partners September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.0	$470M	+4%	6.8M	69.26	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	6.4	$431M	+4%	5.4M	79.72	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	5.4	$365M	+4%	5.8M	63.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.8	$319M		455k	700.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$283M	+2%	370k	765.85	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	3.9	$263M	+5%	5.6M	47.19	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	2.9	$192M	+4%	1.8M	105.19	View chart
Ishares Tr Eafe Value Etf (EFV)	2.6	$173M	+5%	2.2M	79.14	View chart
Abacus Fcf Etf Tr Leaders Etf (ABFL)	2.5	$166M	+4%	2.1M	80.34	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.5	$165M	+2%	3.2M	50.79	View chart
Ab Active Etfs Emer Mkts Op Etf (EMOP)	2.3	$152M	+7%	3.0M	50.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$140M	+5%	3.2M	43.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.1	$139M	+7%	334k	416.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$131M		1.4M	96.88	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	1.7	$114M		2.4M	47.84	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.6	$105M	+6%	1.3M	82.16	View chart
Ishares Emng Mkts Eqt (EMGF)	1.5	$103M		1.4M	71.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$93M		981k	94.54	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.3	$90M	+6%	1.5M	60.73	View chart
Apple (AAPL)	1.3	$90M	+8%	270k	333.02	View chart
NVIDIA Corporation (NVDA)	1.2	$83M	+11%	364k	228.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$81M		109k	739.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$70M	+7%	3.2M	21.87	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.0	$69M	+3%	766k	89.92	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	1.0	$67M	+5%	2.2M	30.54	View chart
Microsoft Corporation (MSFT)	1.0	$67M	+5%	130k	512.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.0	$64M	+4%	564k	113.44	View chart
Ishares Tr Us Consm Staples (IYK)	0.9	$59M	+6%	827k	70.73	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$58M	+11%	624k	92.17	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.7	$45M	-8%	1.9M	22.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$43M	+3%	304k	142.26	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$40M	+2%	496k	81.16	View chart
Amazon (AMZN)	0.6	$38M	+3%	152k	249.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$36M	+6%	172k	207.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$35M	+7%	445k	78.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$33M	+13%	97k	344.08	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$33M	+48%	326k	101.10	View chart
Broadcom (AVGO)	0.5	$32M		91k	351.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$27M	+7%	101k	264.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$26M	+53%	550k	47.58	View chart
JPMorgan Chase & Co. (JPM)	0.4	$26M	+2%	78k	330.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$25M	-4%	345k	71.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$24M		32k	762.62	View chart
Meta Platforms Cl A (META)	0.3	$23M	+7%	32k	725.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$23M		137k	166.28	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$21M	-5%	213k	97.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$20M		162k	125.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$20M		63k	317.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$20M		59k	340.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$18M		614k	30.00	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$18M		354k	51.12	View chart
Micron Technology (MU)	0.3	$18M	+9%	17k	1065.09	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$18M	-3%	229k	78.42	View chart
Advanced Micro Devices (AMD)	0.3	$18M	+7%	29k	611.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$18M	+27%	36k	497.95	View chart
Wal-Mart Stores (WMT)	0.3	$17M	-11%	163k	103.92	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$17M		99k	169.04	View chart
Visa Com Cl A (V)	0.2	$16M	+16%	45k	359.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$16M		117k	136.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$16M		71k	222.24	View chart
Caterpillar (CAT)	0.2	$15M	+2%	19k	810.81	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$15M	-2%	39k	382.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$14M		56k	247.93	View chart
Eli Lilly & Co. (LLY)	0.2	$14M	+8%	12k	1157.12	View chart
Tesla Motors (TSLA)	0.2	$14M		39k	354.81	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$13M	+8%	300k	44.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$13M	-34%	276k	47.36	View chart
Johnson & Johnson (JNJ)	0.2	$13M	+5%	49k	264.74	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$13M	+13%	286k	44.78	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$12M	+4%	71k	162.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$11M		128k	89.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$11M		146k	75.39	View chart
Philip Morris International (PM)	0.2	$11M	+4%	56k	190.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$11M	+7%	150k	70.61	View chart
Abbvie (ABBV)	0.2	$11M	+3%	41k	261.59	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$10M		220k	47.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$10M	+4%	23k	456.18	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.2	$10M	-3%	422k	24.58	View chart
Merck & Co (MRK)	0.2	$10M	+3%	70k	145.31	View chart
Chevron Corporation (CVX)	0.2	$10M	-2%	50k	204.21	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$9.9M	+15%	27k	374.23	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$9.9M	+29%	224k	44.09	View chart
Goldman Sachs (GS)	0.1	$9.7M	+2%	11k	900.33	View chart
Marathon Petroleum Corp (MPC)	0.1	$9.6M	-12%	24k	395.42	View chart
Pgim Etf Tr Acti Aggr Bd Etf (PAB)	0.1	$9.6M	+4%	239k	40.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$9.6M		288k	33.31	View chart
Home Depot (HD)	0.1	$9.4M	-7%	33k	284.49	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$9.0M		195k	46.49	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$9.0M	+132%	100k	90.11	View chart
Amgen (AMGN)	0.1	$8.9M	+15%	21k	421.51	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$8.8M	-4%	106k	83.25	View chart
Eaton Corp SHS (ETN)	0.1	$8.8M	+4%	20k	429.71	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$8.5M	-3%	498k	17.00	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.1	$8.3M		155k	53.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$8.1M	+4%	43k	185.65	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$7.6M	-25%	154k	49.41	View chart
Coca-Cola Company (KO)	0.1	$7.5M	-4%	87k	86.08	View chart
Costco Wholesale Corporation (COST)	0.1	$7.3M	-3%	8.0k	910.39	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$7.3M	+80%	79k	91.64	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$7.2M	-4%	60k	119.83	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$7.1M	-11%	73k	96.58	View chart
Cisco Systems (CSCO)	0.1	$7.1M	+6%	66k	107.63	View chart
American Express Company (AXP)	0.1	$7.0M	+2%	23k	304.10	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$6.9M	+5%	24k	284.49	View chart
UnitedHealth (UNH)	0.1	$6.9M	+47%	19k	367.07	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$6.8M	+7%	186k	36.75	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$6.7M	+3%	100k	66.73	View chart
Bank of America Corporation (BAC)	0.1	$6.7M	+6%	123k	54.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.6M	+17%	12k	551.48	View chart
Analog Devices (ADI)	0.1	$6.6M	+5%	17k	396.70	View chart
Cme (CME)	0.1	$6.3M	-18%	24k	261.98	View chart
Intel Corporation (INTC)	0.1	$6.3M	+3%	53k	120.23	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$6.2M	-23%	124k	49.69	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$6.2M	+104%	122k	50.56	View chart
Applied Materials (AMAT)	0.1	$6.1M	+6%	12k	511.38	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.1M	+10%	32k	187.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.8M		162k	35.93	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$5.7M	-7%	138k	41.51	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$5.7M	+105%	74k	77.21	View chart
Ge Vernova (GEV)	0.1	$5.6M	+3%	5.9k	950.47	View chart
Lam Research Corp Com New (LRCX)	0.1	$5.5M	+8%	17k	328.52	View chart
Altria (MO)	0.1	$5.5M	+2%	82k	67.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.1	$5.4M		219k	24.55	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$5.4M		110k	48.85	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.2M	-25%	59k	89.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.2M	+65%	42k	125.67	View chart
Procter & Gamble Company (PG)	0.1	$5.2M		36k	145.28	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$5.2M	-30%	59k	86.99	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$5.2M		130k	39.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$5.1M		31k	166.80	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$5.0M		53k	95.22	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$5.0M	-3%	116k	42.89	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$5.0M	+344%	23k	216.08	View chart
Ge Aerospace Com New (GE)	0.1	$4.8M	+5%	16k	312.29	View chart
Verizon Communications (VZ)	0.1	$4.8M	+3%	104k	45.87	View chart
TJX Companies (TJX)	0.1	$4.7M	-35%	35k	132.31	View chart
Morgan Stanley Com New (MS)	0.1	$4.6M	+6%	25k	188.08	View chart
Hca Holdings (HCA)	0.1	$4.6M	+5%	11k	426.73	View chart
Southern Company (SO)	0.1	$4.4M	+2%	54k	82.92	View chart
Motorola Solutions Com New (MSI)	0.1	$4.4M		9.9k	445.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$4.4M	-2%	103k	42.68	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.3M	+5%	16k	280.08	View chart
McDonald's Corporation (MCD)	0.1	$4.3M	-14%	19k	230.94	View chart
Union Pacific Corporation (UNP)	0.1	$4.3M	+7%	16k	272.14	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.2M	+320%	16k	264.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.2M	+4%	27k	157.85	View chart
Dell Technologies CL C (DELL)	0.1	$4.2M	+68%	7.8k	537.98	View chart
Citigroup Com New (C)	0.1	$4.2M		32k	129.48	View chart
FedEx Corporation (FDX)	0.1	$4.2M	+26%	15k	285.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.1M		15k	277.89	View chart
Wells Fargo & Company (WFC)	0.1	$4.1M	+8%	52k	80.05	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$4.1M	-4%	28k	146.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.1M	+228%	58k	70.15	View chart
Freeport Mcmoran CL B (FCX)	0.1	$4.0M	+18%	58k	70.00	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.0M	-5%	35k	114.01	View chart
Kla Corp Com New (KLAC)	0.1	$4.0M	+3%	21k	194.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$3.9M	-7%	51k	77.78	View chart
Palo Alto Networks (PANW)	0.1	$3.9M	+16%	9.9k	397.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$3.9M	+8%	2.2k	1811.43	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$3.9M	+4%	114k	34.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.9M	-3%	17k	233.31	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$3.8M	+1176%	34k	110.32	View chart
Chubb (CB)	0.1	$3.8M	+2%	12k	325.25	View chart
Amphenol Corp Cl A (APH)	0.1	$3.7M	+113%	44k	84.30	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.1	$3.7M	+4%	45k	83.82	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$3.7M		67k	55.83	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.7M	-3%	5.7k	656.75	View chart
salesforce (CRM)	0.1	$3.7M	+10%	16k	229.57	View chart
Nextera Energy (NEE)	0.1	$3.5M		47k	75.74	View chart
Deere & Company (DE)	0.1	$3.5M	+2%	5.2k	671.50	View chart
Gilead Sciences (GILD)	0.1	$3.4M	+5%	23k	149.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$3.4M		11k	304.65	View chart
Johnson Controls Internation SHS (JCI)	0.1	$3.4M		23k	148.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.4M	+30%	5.0k	675.04	View chart
International Business Machines (IBM)	0.1	$3.4M	-46%	15k	219.92	View chart
Trane Technologies SHS (TT)	0.1	$3.4M	+3%	7.4k	451.99	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$3.2M	+17%	29k	111.34	View chart
Oracle Corporation (ORCL)	0.0	$3.2M	-5%	24k	137.30	View chart
Netflix (NFLX)	0.0	$3.2M		46k	69.58	View chart
Cummins (CMI)	0.0	$3.0M	+6%	5.9k	516.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$3.0M	+4%	29k	103.89	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$3.0M	+30%	86k	34.95	View chart
Arista Networks Com Shs (ANET)	0.0	$3.0M	+14%	15k	203.59	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$2.9M	+8%	21k	137.58	View chart
Amplify Etf Tr Cwp Gro Inc Etf (QDVO)	0.0	$2.9M	+2%	97k	29.90	View chart
Archer Daniels Midland Company (ADM)	0.0	$2.9M	+3%	36k	79.38	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$2.9M	+17%	56k	51.19	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.0	$2.8M	+2%	67k	41.54	View chart
Linde SHS (LIN)	0.0	$2.8M	-8%	5.8k	474.65	View chart
Marvell Technology (MRVL)	0.0	$2.8M	+6%	10k	264.20	View chart
At&t (T)	0.0	$2.7M		112k	24.40	View chart
Corning Incorporated (GLW)	0.0	$2.7M	+13%	18k	153.76	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$2.6M	+2%	2.9k	922.43	View chart
Sandisk Corp (SNDK)	0.0	$2.6M		1.5k	1739.91	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$2.6M	+7%	70k	37.03	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.6M		93k	27.96	View chart
Blackrock (BLK)	0.0	$2.6M	+15%	2.4k	1058.10	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.0	$2.5M	-11%	57k	44.49	View chart
Us Bancorp Com New (USB)	0.0	$2.5M	+5%	44k	57.76	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$2.5M	-14%	69k	35.72	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$2.5M	+3%	25k	99.31	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.5M	+4%	2.6k	955.56	View chart
Agnico (AEM)	0.0	$2.4M	-16%	13k	183.27	View chart
S&p Global (SPGI)	0.0	$2.3M	+8%	5.8k	394.50	View chart
Automatic Data Processing (ADP)	0.0	$2.3M	+19%	8.8k	258.07	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.0	$2.3M		29k	78.43	View chart
Capital Group Global Equity SHS (CGGE)	0.0	$2.3M	+17%	65k	34.81	View chart
Bristol Myers Squibb (BMY)	0.0	$2.3M	+30%	36k	62.40	View chart
Valero Energy Corporation (VLO)	0.0	$2.2M	+13%	5.8k	387.61	View chart
Newmont Mining Corporation (NEM)	0.0	$2.2M	+5%	19k	115.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.2M	-4%	14k	155.20	View chart
ConocoPhillips (COP)	0.0	$2.2M	+12%	17k	125.15	View chart
Capital One Financial (COF)	0.0	$2.1M	+31%	11k	193.06	View chart
Royal Caribbean Cruises (RCL)	0.0	$2.1M		8.0k	265.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.1M	+2%	20k	106.71	View chart
Fortinet (FTNT)	0.0	$2.1M	+10%	12k	178.76	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$2.1M	+11%	28k	75.62	View chart
Realty Income (O)	0.0	$2.1M	-2%	38k	54.30	View chart
Pgim Etf Tr Shor Dura Bd Etf (PSDM)	0.0	$2.1M	+3%	41k	50.00	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$2.0M		22k	93.89	View chart
Welltower Inc Com reit (WELL)	0.0	$2.0M	+20%	8.8k	230.25	View chart
Qualcomm (QCOM)	0.0	$2.0M	+9%	11k	184.04	View chart
Abbott Laboratories (ABT)	0.0	$2.0M	+7%	20k	98.83	View chart
Air Products & Chemicals (APD)	0.0	$2.0M		7.1k	278.23	View chart
Walt Disney Company (DIS)	0.0	$2.0M	-3%	19k	104.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$2.0M	+721%	40k	49.68	View chart
Prologis (PLD)	0.0	$2.0M	-5%	15k	129.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$2.0M	+11%	3.8k	522.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$2.0M	+8%	13k	151.58	View chart
PNC Financial Services (PNC)	0.0	$2.0M	+5%	8.8k	222.25	View chart
Allstate Corporation (ALL)	0.0	$1.9M	+11%	8.8k	221.85	View chart
Darden Restaurants (DRI)	0.0	$1.9M		10k	193.24	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$1.9M	-2%	9.7k	195.74	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$1.9M		33k	57.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.9M	-14%	28k	66.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.9M	+20%	57k	32.53	View chart
Boeing Company (BA)	0.0	$1.8M	-7%	9.9k	186.06	View chart
Phillips 66 (PSX)	0.0	$1.8M	+9%	7.1k	255.31	View chart
Capital Group New Geography SHS (CGNG)	0.0	$1.8M	+8%	50k	36.45	View chart
Nxp Semiconductors N V (NXPI)	0.0	$1.8M	-2%	7.4k	237.52	View chart
Pfizer (PFE)	0.0	$1.7M		61k	28.52	View chart
Western Digital (WDC)	0.0	$1.7M	+5%	3.8k	454.44	View chart
Williams Companies (WMB)	0.0	$1.7M	-4%	26k	67.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$1.7M		36k	48.59	View chart
General Dynamics Corporation (GD)	0.0	$1.7M	+10%	5.2k	331.84	View chart
Pepsi (PEP)	0.0	$1.7M	-17%	13k	126.72	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$1.7M	-10%	20k	81.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.7M	+3%	30k	56.22	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$1.7M	+14%	30k	54.95	View chart
Servicenow (NOW)	0.0	$1.7M	+25%	12k	134.01	View chart

Past Filings by Sagespring Wealth Partners

SEC 13F filings are viewable for Sagespring Wealth Partners going back to 2024

Sagespring Wealth Partners 2026 Q3 filed Oct. 22, 2026
Sagespring Wealth Partners 2026 Q2 filed Aug. 3, 2026
Sagespring Wealth Partners 2026 Q1 filed May 7, 2026
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

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