Sagespring Wealth Partners

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

  • Reduced shares in these 10 stocks: VOO (-$335M), FBCG (-$245M), DYNF (-$231M), ABFL (-$201M), IVV (-$139M), PWRD (-$138M), BINC (-$134M), , FVAL (-$120M), AGG (-$118M).
  • Sold out of its positions in AFL, T, ABT, ABBV, ACCD, AYI, ADBE, AMD, A, APRW.
  • Sagespring Wealth Partners was a net seller of stock by $-3.8B.
  • Sagespring Wealth Partners has $4.0B in assets under management (AUM), dropping by 4.63%.
  • Central Index Key (CIK): 0002056425

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Portfolio Holdings for Sagespring Wealth Partners

Sagespring Wealth Partners holds 0 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Sorry, no holdings found in Sagespring Wealth Partners 13F-HR filing.

Past Filings by Sagespring Wealth Partners

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