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, BAI, and represent 27.54% of Sagespring Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IWB (+$126M), JAVA (+$34M), EFV (+$33M), BRTR (+$20M), SPY (+$18M), SCHX (+$18M), FBND (+$17M), BINC (+$16M), IWF (+$15M), DYNF (+$15M).
- Started 91 new stock positions in DD, AFRM, COHR, UMC, AMG, EPR, IBN, AVLV, NTAP, PNW.
- Reduced shares in these 10 stocks: BAI (-$114M), PWRD (-$45M), IYG (-$14M), , IYK (-$8.8M), FBCG (-$7.9M), IUSB, VOO, SMMU, IYW.
- Sold out of its positions in BJ, OZK, BBY, Carnival Corporation, DOCU, Dupont De Nemours, EFX, XOM, FSLY, FBTC.
- Sagespring Wealth Partners was a net buyer of stock by $288M.
- Sagespring Wealth Partners has $6.5B in assets under management (AUM), dropping by 18.64%.
- Central Index Key (CIK): 0002056425
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Portfolio Holdings for Sagespring Wealth Partners
Sagespring Wealth Partners holds 846 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Sagespring Wealth Partners has 846 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sagespring Wealth Partners June 30, 2026 positions
- Download the Sagespring Wealth Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.8 | $441M | +3% | 6.5M | 68.01 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 6.3 | $412M | +8% | 5.2M | 79.41 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 5.3 | $343M | -2% | 5.5M | 62.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.9 | $319M | 464k | 686.81 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 4.3 | $278M | -29% | 5.3M | 52.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $271M | +4% | 361k | 748.89 |
|
| Tcw Etf Trust Transform System (PWRD) | 3.3 | $214M | -17% | 1.7M | 122.96 |
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 2.6 | $170M | +2% | 2.0M | 85.86 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.5 | $165M | +10% | 3.2M | 52.34 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.4 | $159M | +26% | 2.1M | 76.55 |
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 2.2 | $145M | +2% | 2.8M | 52.23 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.1 | $139M | +14% | 3.0M | 45.49 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $130M | +2% | 1.3M | 96.58 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.0 | $127M | +11807% | 311k | 409.50 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 1.8 | $119M | +20% | 2.4M | 50.33 |
|
| Ishares Emng Mkts Eqt (EMGF) | 1.6 | $104M | +2% | 1.4M | 73.26 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.5 | $100M | +8% | 1.2M | 82.49 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $97M | +5% | 983k | 98.98 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 1.3 | $85M | +8% | 1.4M | 60.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $82M | +4% | 111k | 736.40 |
|
| Apple (AAPL) | 1.1 | $72M | +5% | 250k | 289.36 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.0 | $68M | +18% | 3.0M | 22.78 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 1.0 | $67M | -17% | 740k | 90.47 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $65M | +5% | 327k | 200.09 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.0 | $63M | +10% | 537k | 117.45 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 1.0 | $62M | +14% | 2.1M | 30.09 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.9 | $57M | -13% | 779k | 72.66 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $56M | +7% | 562k | 100.35 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.8 | $52M | +13% | 2.1M | 24.25 |
|
| Microsoft Corporation (MSFT) | 0.7 | $46M | +3% | 124k | 373.02 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $41M | +2% | 294k | 137.53 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $40M | 484k | 82.84 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $39M | +10% | 161k | 242.42 |
|
| Amazon (AMZN) | 0.5 | $35M | +5% | 147k | 238.34 |
|
| Broadcom (AVGO) | 0.5 | $34M | 91k | 377.75 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $31M | +4% | 414k | 75.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $30M | +5% | 85k | 357.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $28M | 362k | 77.11 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $25M | +2% | 76k | 327.33 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $24M | -9% | 94k | 252.23 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $24M | +2% | 220k | 107.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $24M | +349% | 31k | 746.77 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $23M | 139k | 164.27 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $22M | -2% | 64k | 342.83 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $22M | -7% | 225k | 96.46 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $21M | 423k | 50.58 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $21M | +3% | 185k | 113.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $21M | +3% | 59k | 353.33 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $20M | +302% | 162k | 124.17 |
|
| Caterpillar (CAT) | 0.3 | $20M | 19k | 1064.92 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $19M | +293% | 237k | 80.57 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $19M | 350k | 53.50 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $18M | +45% | 359k | 50.66 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $18M | NEW | 610k | 29.43 |
|
| Micron Technology (MU) | 0.3 | $18M | +10% | 16k | 1154.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $18M | 119k | 148.31 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $17M | -2% | 30k | 563.29 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $17M | -2% | 101k | 163.58 |
|
| Tesla Motors (TSLA) | 0.2 | $16M | +2% | 39k | 420.60 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $16M | 73k | 219.43 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $16M | +7% | 27k | 580.92 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $15M | 40k | 365.87 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $14M | +2% | 28k | 500.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $14M | 56k | 242.43 |
|
|
| Visa Com Cl A (V) | 0.2 | $13M | 39k | 343.09 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $13M | +6% | 11k | 1199.45 |
|
| Home Depot (HD) | 0.2 | $13M | -7% | 36k | 352.68 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $12M | 276k | 44.48 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $12M | -2% | 47k | 253.97 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $12M | +9% | 251k | 46.94 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $12M | -2% | 129k | 89.01 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $11M | +11% | 437k | 25.22 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $11M | 143k | 75.79 |
|
|
| Goldman Sachs (GS) | 0.2 | $11M | 11k | 1011.36 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $11M | 517k | 20.49 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $11M | -22% | 208k | 50.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $10M | 22k | 477.57 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $10M | +2% | 220k | 47.20 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $10M | 288k | 34.81 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $9.9M | +3% | 140k | 71.25 |
|
| Abbvie (ABBV) | 0.2 | $9.8M | +3% | 39k | 251.64 |
|
| Philip Morris International (PM) | 0.2 | $9.8M | +2% | 54k | 180.91 |
|
| Pgim Etf Tr Active Aggregate (PAB) | 0.1 | $9.6M | +7% | 228k | 42.13 |
|
| Exxon Mobil Corp | 0.1 | $9.2M | NEW | 68k | 136.72 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $9.0M | -3% | 110k | 81.36 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $8.9M | 194k | 45.70 |
|
|
| Merck & Co (MRK) | 0.1 | $8.7M | 68k | 128.50 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $8.6M | -10% | 163k | 52.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $8.5M | +13% | 23k | 370.04 |
|
| Chevron Corporation (CVX) | 0.1 | $8.4M | +3% | 51k | 165.76 |
|
| TJX Companies (TJX) | 0.1 | $8.4M | 55k | 151.50 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $8.3M | 20k | 426.12 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $8.2M | +9% | 83k | 98.59 |
|
| Applied Materials (AMAT) | 0.1 | $8.1M | +3% | 11k | 723.01 |
|
| International Business Machines (IBM) | 0.1 | $8.1M | -2% | 29k | 281.21 |
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.1 | $8.1M | +5% | 152k | 53.40 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $7.9M | -31% | 172k | 46.15 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $7.9M | -17% | 42k | 189.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $7.8M | 63k | 124.42 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $7.8M | -15% | 85k | 92.21 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $7.8M | 8.3k | 935.46 |
|
|
| American Express Company (AXP) | 0.1 | $7.6M | 23k | 338.25 |
|
|
| Coca-Cola Company (KO) | 0.1 | $7.4M | +21% | 91k | 81.27 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $7.4M | +50% | 78k | 94.57 |
|
| Cisco Systems (CSCO) | 0.1 | $7.3M | +3% | 62k | 117.46 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $7.1M | +2% | 28k | 255.67 |
|
| Intel Corporation (INTC) | 0.1 | $7.1M | +43% | 51k | 139.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $7.0M | +182% | 23k | 303.12 |
|
| Principal Exchange Traded Prin U S Small (PSC) | 0.1 | $6.8M | -4% | 97k | 70.12 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $6.7M | +4% | 16k | 433.33 |
|
| Ge Vernova (GEV) | 0.1 | $6.7M | 5.7k | 1174.84 |
|
|
| Amgen (AMGN) | 0.1 | $6.6M | 18k | 362.12 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $6.6M | +5% | 174k | 37.96 |
|
| Bank of America Corporation (BAC) | 0.1 | $6.6M | +3% | 116k | 56.98 |
|
| Cme (CME) | 0.1 | $6.6M | +18% | 30k | 220.83 |
|
| Analog Devices (ADI) | 0.1 | $6.2M | 16k | 397.16 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $6.1M | -3% | 149k | 40.96 |
|
| Kla Corp Com New (KLAC) | 0.1 | $5.9M | +873% | 20k | 301.72 |
|
| McDonald's Corporation (MCD) | 0.1 | $5.9M | -10% | 22k | 270.32 |
|
| Altria (MO) | 0.1 | $5.7M | +4% | 80k | 71.95 |
|
| General Electric Com New (GE) | 0.1 | $5.5M | 15k | 373.72 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $5.5M | +515% | 162k | 33.84 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $5.4M | 128k | 42.33 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $5.4M | +3% | 109k | 49.28 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) | 0.1 | $5.3M | -4% | 223k | 23.92 |
|
| UnitedHealth (UNH) | 0.1 | $5.3M | +34% | 13k | 415.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.2M | -4% | 10k | 513.59 |
|
| Procter & Gamble Company (PG) | 0.1 | $5.2M | +8% | 36k | 146.64 |
|
| Southern Company (SO) | 0.1 | $5.0M | +3% | 53k | 95.71 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $5.0M | +8% | 120k | 41.82 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $5.0M | 31k | 163.67 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $4.9M | +3% | 23k | 209.04 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.1 | $4.8M | 52k | 91.95 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $4.7M | -28% | 55k | 86.42 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $4.7M | +4% | 37k | 126.58 |
|
| Citigroup Com New (C) | 0.1 | $4.4M | +2% | 32k | 139.96 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $4.4M | -3% | 29k | 152.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.4M | 15k | 300.44 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.4M | +11% | 15k | 298.07 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) | 0.1 | $4.4M | -2% | 105k | 41.54 |
|
| Verizon Communications (VZ) | 0.1 | $4.3M | +6% | 101k | 42.34 |
|
| Nextera Energy (NEE) | 0.1 | $4.1M | +3% | 47k | 87.77 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.1M | 5.8k | 703.35 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.1M | 17k | 236.62 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $4.1M | -2% | 9.8k | 415.30 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $4.0M | +33% | 44k | 91.64 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $4.0M | +4% | 26k | 156.95 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.0M | 15k | 272.01 |
|
|
| Hca Holdings (HCA) | 0.1 | $4.0M | -4% | 10k | 389.90 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.0M | 2.0k | 1989.41 |
|
|
| Corning Incorporated (GLW) | 0.1 | $3.9M | -2% | 16k | 255.43 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.9M | -5% | 48k | 82.64 |
|
| Cummins (CMI) | 0.1 | $3.9M | +3% | 5.5k | 713.27 |
|
| Chubb (CB) | 0.1 | $3.9M | -3% | 11k | 340.75 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $3.7M | +10% | 67k | 55.57 |
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.1 | $3.7M | 42k | 87.18 |
|
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $3.7M | +7% | 109k | 33.87 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.7M | +550% | 43k | 86.14 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $3.7M | -2% | 21k | 176.32 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.6M | +13% | 25k | 146.55 |
|
| FedEx Corporation (FDX) | 0.1 | $3.6M | +22% | 12k | 313.12 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.5M | -4% | 7.2k | 491.17 |
|
| Sandisk Corp (SNDK) | 0.1 | $3.4M | +30% | 1.5k | 2273.73 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.4M | 29k | 116.67 |
|
|
| Norfolk Southern (NSC) | 0.1 | $3.4M | +13% | 11k | 314.58 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $3.4M | +35% | 11k | 302.97 |
|
| Netflix (NFLX) | 0.1 | $3.3M | -15% | 47k | 71.40 |
|
| Linde SHS (LIN) | 0.1 | $3.3M | +2% | 6.4k | 518.97 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $3.3M | 23k | 146.11 |
|
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| Deere & Company (DE) | 0.0 | $3.2M | 5.1k | 634.32 |
|
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| Freeport-mcmoran CL B (FCX) | 0.0 | $3.1M | +132% | 49k | 62.89 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $3.0M | -19% | 60k | 51.00 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $3.0M | -8% | 82k | 37.02 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $3.0M | +753% | 25k | 119.52 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $3.0M | -2% | 64k | 46.04 |
|
| Marvell Technology (MRVL) | 0.0 | $2.9M | +13% | 9.8k | 297.88 |
|
| Palo Alto Networks (PANW) | 0.0 | $2.9M | +24% | 8.5k | 341.01 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.9M | +14% | 3.8k | 763.10 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $2.9M | +5% | 36k | 79.97 |
|
| Ishares Tr Rus Mdcp Val Etf (EFA) | 0.0 | $2.9M | +26% | 28k | 103.88 |
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $2.8M | +31% | 25k | 114.19 |
|
| Amplify Etf Tr Cwp Growth & Inc (QDVO) | 0.0 | $2.8M | +6% | 95k | 29.84 |
|
| Gilead Sciences (GILD) | 0.0 | $2.8M | -9% | 22k | 126.34 |
|
| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.0 | $2.7M | +11% | 65k | 42.00 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $2.7M | +13% | 2.8k | 964.84 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $2.7M | +204% | 35k | 76.40 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $2.6M | NEW | 20k | 134.72 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.5M | -4% | 8.0k | 317.52 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $2.5M | +7% | 42k | 60.40 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $2.5M | +377% | 92k | 27.41 |
|
| Agnico (AEM) | 0.0 | $2.5M | 16k | 155.13 |
|
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $2.4M | +13% | 65k | 37.51 |
|
| Realty Income (O) | 0.0 | $2.4M | -6% | 39k | 61.96 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.4M | -5% | 2.5k | 978.23 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.3M | 15k | 158.03 |
|
|
| Boeing Company (BA) | 0.0 | $2.3M | -2% | 11k | 216.47 |
|
| Western Digital (WDC) | 0.0 | $2.3M | -10% | 3.6k | 638.73 |
|
| At&t (T) | 0.0 | $2.3M | -10% | 112k | 20.70 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $2.3M | 24k | 95.09 |
|
|
| salesforce (CRM) | 0.0 | $2.3M | -14% | 15k | 156.65 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.0 | $2.3M | -9% | 29k | 78.28 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.0 | $2.2M | +20% | 66k | 34.27 |
|
| Pepsi (PEP) | 0.0 | $2.2M | -9% | 16k | 135.40 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $2.2M | +9% | 48k | 45.75 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $2.2M | 22k | 98.30 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $2.2M | +10% | 13k | 169.88 |
|
| S&p Global (SPGI) | 0.0 | $2.2M | +2% | 5.3k | 407.27 |
|
| Prologis (PLD) | 0.0 | $2.2M | +10% | 16k | 135.47 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $2.1M | -2% | 7.6k | 281.05 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.1M | +7% | 19k | 110.32 |
|
| Air Products & Chemicals (APD) | 0.0 | $2.1M | 7.0k | 293.16 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $2.0M | -4% | 33k | 62.20 |
|
| PNC Financial Services (PNC) | 0.0 | $2.0M | +4% | 8.3k | 246.23 |
|
| Darden Restaurants (DRI) | 0.0 | $2.0M | +4% | 9.9k | 206.01 |
|
| Pgim Etf Tr Pgim Short Durat (PSDM) | 0.0 | $2.0M | +2% | 40k | 50.90 |
|
| Blackrock (BLK) | 0.0 | $2.0M | -5% | 2.1k | 961.66 |
|
| Dell Technologies CL C (DELL) | 0.0 | $2.0M | 4.6k | 431.42 |
|
|
| Lowe's Companies (LOW) | 0.0 | $2.0M | -19% | 9.0k | 220.48 |
|
| Williams Companies (WMB) | 0.0 | $2.0M | 27k | 74.34 |
|
|
| Capital Group Global Equity SHS (CGGE) | 0.0 | $2.0M | +6% | 56k | 35.24 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.9M | -12% | 3.8k | 501.35 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $1.9M | +14% | 12k | 161.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.9M | -4% | 9.9k | 190.52 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $1.9M | 32k | 58.64 |
|
|
| Walt Disney Company (DIS) | 0.0 | $1.9M | +10% | 20k | 96.25 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.9M | 25k | 76.11 |
|
|
| Allstate Corporation (ALL) | 0.0 | $1.9M | 7.8k | 237.95 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.9M | +14% | 18k | 103.45 |
|
| Qualcomm (QCOM) | 0.0 | $1.9M | 10k | 184.78 |
|
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $1.8M | 23k | 80.16 |
|
|
| Entergy Corporation (ETR) | 0.0 | $1.8M | +5% | 16k | 114.86 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.8M | +3% | 16k | 107.50 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.7M | +4% | 4.7k | 370.63 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.7M | -27% | 19k | 90.74 |
|
| Capital Group New Geography SHS (CGNG) | 0.0 | $1.7M | +113% | 46k | 37.46 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.0 | $1.7M | 36k | 47.38 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.7M | +3% | 18k | 93.40 |
|
| Capital One Financial (COF) | 0.0 | $1.7M | 8.5k | 200.62 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.7M | -6% | 3.4k | 496.70 |
|
| Booking Holdings (BKNG) | 0.0 | $1.7M | +2763% | 9.4k | 178.24 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.7M | 4.7k | 354.22 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $1.7M | +6% | 7.3k | 226.98 |
|
| American Electric Power Company (AEP) | 0.0 | $1.7M | 12k | 136.81 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.7M | -5% | 11k | 156.72 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.6M | +16% | 7.3k | 223.96 |
|
| Fortinet (FTNT) | 0.0 | $1.6M | +5% | 11k | 153.62 |
|
| Waste Management (WM) | 0.0 | $1.6M | +5% | 7.3k | 222.89 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.6M | +6% | 4.4k | 375.33 |
|
| Astrazeneca Ord (AZN) | 0.0 | $1.6M | -14% | 8.6k | 189.63 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.0 | $1.6M | +438% | 32k | 50.38 |
|
Past Filings by Sagespring Wealth Partners
SEC 13F filings are viewable for Sagespring Wealth Partners going back to 2024
- 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