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 27.61% of Sagespring Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: EMOP (+$118M), BAI (+$91M), IYK (+$63M), GOVT (+$57M), EFV (+$51M), JAVA (+$41M), FDVV (+$35M), ABLD (+$27M), IYG (+$27M), INMU (+$17M).
- Started 72 new stock positions in JCPB, PNFP, SNDK, SHYM, DDFD, WPM, E, IDVO, PSDM, FIVE.
- Reduced shares in these 10 stocks: AGG (-$2.3B), BND (-$1.3B), VOO (-$622M), FBND (-$343M), ABFL (-$169M), IEMG (-$134M), IYW (-$109M), IYF (-$96M), SPY (-$89M), FBCG (-$77M).
- Sold out of its positions in AGCO, ARES, AWI, AstraZeneca, AVY, B, BR, BRO, CDW, GIB.
- Sagespring Wealth Partners was a net seller of stock by $-5.0B.
- Sagespring Wealth Partners has $5.5B in assets under management (AUM), dropping by -0.33%.
- Central Index Key (CIK): 0002056425
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Portfolio Holdings for Sagespring Wealth Partners
Sagespring Wealth Partners holds 791 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Sagespring Wealth Partners has 791 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sagespring Wealth Partners March 31, 2026 positions
- Download the Sagespring Wealth Partners March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.6 | $365M | -3% | 6.3M | 58.18 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 6.2 | $342M | +13% | 4.8M | 71.75 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 5.2 | $283M | -21% | 5.6M | 50.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $280M | -68% | 469k | 597.55 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 4.5 | $245M | +59% | 7.4M | 32.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $227M | 347k | 653.21 |
|
|
| Tcw Etf Trust Transform System (PWRD) | 3.8 | $206M | -10% | 2.1M | 97.77 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.7 | $149M | 2.9M | 51.93 |
|
|
| Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) | 2.5 | $138M | -55% | 1.9M | 71.14 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.2 | $122M | +71% | 1.6M | 74.35 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.2 | $122M | -73% | 2.7M | 45.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.2 | $118M | -6% | 1.3M | 90.53 |
|
| Ab Active Etfs Emerging Mkts Op (EMOP) | 2.2 | $118M | NEW | 2.7M | 43.82 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 1.8 | $98M | -16% | 2.0M | 50.19 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $92M | -96% | 930k | 99.27 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.5 | $84M | -32% | 1.1M | 75.74 |
|
| Ishares Emng Mkts Eqt (EMGF) | 1.5 | $84M | +16% | 1.4M | 60.43 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 1.4 | $74M | +55% | 896k | 82.84 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 1.3 | $71M | +95% | 1.3M | 55.24 |
|
| Ishares Tr Us Consm Staples (IYK) | 1.1 | $63M | NEW | 901k | 70.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $62M | +4% | 107k | 577.18 |
|
| Apple (AAPL) | 1.1 | $60M | 238k | 253.79 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.1 | $58M | +3% | 487k | 118.60 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $58M | +10200% | 2.5M | 22.91 |
|
| Abacus Fcf Etf Tr Abacus Fcf Real (ABLD) | 1.0 | $57M | +90% | 1.8M | 31.23 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $54M | 308k | 174.40 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $53M | +28% | 523k | 100.72 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.8 | $45M | +58% | 1.9M | 23.91 |
|
| Microsoft Corporation (MSFT) | 0.8 | $44M | +2% | 119k | 370.17 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $35M | -31% | 396k | 88.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $34M | -79% | 486k | 69.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $33M | -6% | 289k | 113.11 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $32M | +43% | 147k | 218.75 |
|
| Amazon (AMZN) | 0.5 | $29M | -31% | 139k | 208.27 |
|
| Broadcom (AVGO) | 0.5 | $28M | +3% | 90k | 309.51 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $25M | -4% | 366k | 67.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $23M | 81k | 287.56 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $23M | -12% | 214k | 106.15 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $23M | -7% | 243k | 92.74 |
|
| Wal-Mart Stores (WMT) | 0.4 | $22M | +4% | 179k | 124.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $22M | -3% | 74k | 294.16 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $21M | +73% | 424k | 49.89 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $20M | +40% | 140k | 142.43 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $19M | -85% | 104k | 181.42 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $19M | -37% | 345k | 53.77 |
|
| Meta Platforms Cl A (META) | 0.3 | $18M | -13% | 31k | 572.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $17M | -4% | 60k | 287.18 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $17M | 40k | 426.40 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $16M | +5% | 57k | 286.86 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $16M | -3% | 66k | 239.99 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $15M | -11% | 121k | 124.31 |
|
| Tesla Motors (TSLA) | 0.3 | $14M | -2% | 38k | 371.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $14M | -68% | 72k | 191.81 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.2 | $13M | -43% | 267k | 50.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $13M | 27k | 479.20 |
|
|
| Caterpillar (CAT) | 0.2 | $13M | -7% | 18k | 708.46 |
|
| Home Depot (HD) | 0.2 | $13M | -2% | 39k | 328.89 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $13M | -85% | 39k | 318.07 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $12M | +11% | 248k | 49.99 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $12M | -7% | 103k | 118.51 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $12M | 56k | 213.67 |
|
|
| Visa Com Cl A (V) | 0.2 | $12M | -3% | 39k | 302.24 |
|
| Johnson & Johnson (JNJ) | 0.2 | $12M | +5% | 48k | 244.44 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $12M | +90% | 252k | 46.19 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $12M | +3% | 68k | 169.66 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $11M | -3% | 132k | 83.57 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $11M | NEW | 230k | 47.08 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $11M | +32% | 280k | 38.42 |
|
| Chevron Corporation (CVX) | 0.2 | $10M | +15% | 49k | 206.90 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $9.9M | +7% | 141k | 70.18 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $9.8M | +13% | 391k | 25.18 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $9.7M | 50k | 192.90 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $9.6M | +4% | 527k | 18.29 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $9.5M | +4% | 10k | 919.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $9.5M | -38% | 182k | 52.19 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $9.3M | +12% | 100k | 92.28 |
|
| Pgim Etf Tr Active Aggregate (PAB) | 0.2 | $9.0M | NEW | 213k | 42.33 |
|
| Goldman Sachs (GS) | 0.2 | $8.8M | +3% | 10k | 846.03 |
|
| TJX Companies (TJX) | 0.2 | $8.8M | +2% | 55k | 159.70 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $8.7M | -31% | 195k | 44.85 |
|
| Philip Morris International (PM) | 0.2 | $8.7M | 53k | 165.34 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $8.7M | +130% | 285k | 30.50 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $8.7M | -66% | 216k | 40.19 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $8.6M | +12% | 134k | 64.08 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $8.3M | +15% | 8.3k | 996.44 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.2 | $8.3M | -4% | 115k | 72.60 |
|
| Abbvie (ABBV) | 0.2 | $8.2M | 38k | 217.49 |
|
|
| Merck & Co (MRK) | 0.1 | $8.0M | 66k | 120.29 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $7.6M | +3% | 25k | 310.78 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.5M | +7% | 22k | 337.95 |
|
| Cme (CME) | 0.1 | $7.4M | -13% | 25k | 295.35 |
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.1 | $7.3M | -52% | 144k | 50.46 |
|
| International Business Machines (IBM) | 0.1 | $7.2M | 30k | 242.39 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $7.1M | -75% | 63k | 111.37 |
|
| Eaton Corp SHS (ETN) | 0.1 | $6.9M | 19k | 357.68 |
|
|
| American Express Company (AXP) | 0.1 | $6.8M | 23k | 302.48 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $6.7M | -12% | 27k | 244.18 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $6.6M | -6% | 76k | 86.69 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.5M | -65% | 20k | 320.81 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $6.4M | +2528% | 76k | 84.52 |
|
| Amgen (AMGN) | 0.1 | $6.3M | +14% | 18k | 351.84 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $6.0M | -18% | 154k | 38.96 |
|
| Principal Exchange Traded Prin U S Small (PSC) | 0.1 | $5.9M | NEW | 102k | 57.32 |
|
| Coca-Cola Company (KO) | 0.1 | $5.7M | 75k | 76.05 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $5.6M | +18% | 164k | 34.41 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.4M | -4% | 112k | 48.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.3M | 11k | 499.67 |
|
|
| Netflix (NFLX) | 0.1 | $5.3M | +9% | 55k | 96.15 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC) | 0.1 | $5.1M | -3% | 234k | 21.99 |
|
| Advanced Micro Devices (AMD) | 0.1 | $5.1M | 25k | 203.43 |
|
|
| Hca Holdings (HCA) | 0.1 | $5.1M | 11k | 473.25 |
|
|
| Altria (MO) | 0.1 | $5.1M | +4% | 77k | 65.99 |
|
| Ge Vernova (GEV) | 0.1 | $5.0M | 5.8k | 872.85 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $5.0M | +19% | 52k | 95.44 |
|
| Analog Devices (ADI) | 0.1 | $4.9M | +10% | 15k | 318.15 |
|
| Southern Company (SO) | 0.1 | $4.9M | 51k | 96.52 |
|
|
| Verizon Communications (VZ) | 0.1 | $4.8M | +10% | 95k | 50.20 |
|
| Micron Technology (MU) | 0.1 | $4.7M | +12% | 14k | 337.85 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.7M | -15% | 33k | 144.44 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $4.7M | +2% | 36k | 130.94 |
|
| Cisco Systems (CSCO) | 0.1 | $4.6M | 60k | 77.59 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $4.5M | -95% | 7.0k | 650.31 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $4.5M | +3% | 105k | 42.54 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.1 | $4.4M | -74% | 52k | 85.64 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $4.4M | 111k | 39.68 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $4.4M | 30k | 145.94 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $4.4M | -5% | 10k | 433.99 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.4M | 30k | 146.28 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $4.3M | 31k | 141.42 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $4.3M | -36% | 128k | 33.37 |
|
| General Electric Com New (GE) | 0.1 | $4.3M | +2% | 15k | 283.77 |
|
| Nextera Energy (NEE) | 0.1 | $4.2M | +8% | 46k | 92.88 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) | 0.1 | $4.2M | -9% | 108k | 38.63 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.0M | +14% | 51k | 79.61 |
|
| Chubb (CB) | 0.1 | $3.8M | 12k | 325.93 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.8M | -6% | 18k | 215.06 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $3.8M | +35% | 74k | 50.98 |
|
| Applied Materials (AMAT) | 0.1 | $3.7M | +15% | 11k | 341.78 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.7M | +4% | 22k | 164.57 |
|
| At&t (T) | 0.1 | $3.6M | +5% | 125k | 28.99 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.6M | +2% | 15k | 248.01 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.6M | -11% | 5.9k | 616.81 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.6M | +15% | 15k | 242.62 |
|
| Citigroup Com New (C) | 0.1 | $3.5M | +6% | 31k | 113.41 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.4M | +13% | 25k | 138.32 |
|
| FedEx Corporation (FDX) | 0.1 | $3.4M | +179% | 9.4k | 356.20 |
|
| Gilead Sciences (GILD) | 0.1 | $3.4M | +4% | 24k | 139.37 |
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $3.3M | 101k | 32.46 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $3.3M | -5% | 89k | 36.84 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.2M | +5% | 22k | 147.11 |
|
| Agnico (AEM) | 0.1 | $3.2M | +18% | 16k | 202.98 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.2M | +7% | 15k | 213.66 |
|
| salesforce (CRM) | 0.1 | $3.2M | 17k | 186.67 |
|
|
| Medtronic SHS (MDT) | 0.1 | $3.1M | +13% | 36k | 86.65 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.1M | -14% | 7.5k | 416.73 |
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.1 | $3.1M | NEW | 42k | 74.24 |
|
| Linde SHS (LIN) | 0.1 | $3.1M | +23% | 6.2k | 495.79 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $3.0M | -30% | 61k | 50.04 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $3.0M | -27% | 33k | 91.64 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $3.0M | 23k | 130.95 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $3.0M | +13% | 2.0k | 1472.25 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $2.9M | -6% | 66k | 43.62 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.9M | 4.00 | 718140.00 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.9M | +3% | 6.6k | 436.82 |
|
| Deere & Company (DE) | 0.1 | $2.8M | 5.1k | 563.29 |
|
|
| Cummins (CMI) | 0.1 | $2.8M | +2% | 5.3k | 538.02 |
|
| Pepsi (PEP) | 0.1 | $2.8M | +8% | 18k | 155.29 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $2.7M | +791% | 34k | 79.56 |
|
| Norfolk Southern (NSC) | 0.0 | $2.7M | +103% | 9.4k | 287.00 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.7M | 21k | 126.35 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $2.7M | -20% | 26k | 102.67 |
|
| Lowe's Companies (LOW) | 0.0 | $2.6M | +13% | 11k | 236.27 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.6M | +14% | 2.0k | 1320.67 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $2.6M | 19k | 135.72 |
|
|
| Realty Income (O) | 0.0 | $2.6M | +7% | 42k | 61.18 |
|
| UnitedHealth (UNH) | 0.0 | $2.6M | -16% | 9.5k | 270.60 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.6M | +21% | 13k | 194.15 |
|
| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.0 | $2.4M | NEW | 59k | 40.47 |
|
| Amplify Etf Tr Cwp Growth & Inc (QDVO) | 0.0 | $2.4M | NEW | 89k | 26.65 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.3M | +9% | 2.6k | 895.38 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.3M | +7% | 8.4k | 275.18 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.2M | 15k | 148.10 |
|
|
| S&p Global (SPGI) | 0.0 | $2.2M | -11% | 5.2k | 425.31 |
|
| Pfizer (PFE) | 0.0 | $2.2M | +20% | 78k | 28.08 |
|
| Boeing Company (BA) | 0.0 | $2.2M | 11k | 199.03 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $2.2M | -10% | 4.4k | 491.52 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $2.2M | -14% | 35k | 62.56 |
|
| Corning Incorporated (GLW) | 0.0 | $2.2M | -4% | 16k | 135.97 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.2M | +45% | 75k | 28.71 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.0 | $2.1M | 32k | 67.64 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.1M | +14% | 8.2k | 261.92 |
|
| Ishares Tr Rus Mdcp Val Etf (EFA) | 0.0 | $2.1M | +4% | 22k | 97.13 |
|
| Blackrock (BLK) | 0.0 | $2.1M | -11% | 2.2k | 961.71 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.1M | 3.1k | 682.15 |
|
|
| ConocoPhillips (COP) | 0.0 | $2.1M | +33% | 16k | 132.00 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $2.1M | +11% | 57k | 35.90 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $2.0M | -13% | 2.9k | 697.83 |
|
| Air Products & Chemicals (APD) | 0.0 | $2.0M | +12% | 7.0k | 290.47 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $2.0M | +14% | 39k | 52.01 |
|
| Astrazeneca Ord (AZN) | 0.0 | $2.0M | NEW | 10k | 197.22 |
|
| Pgim Etf Tr Pgim Short Durat (PSDM) | 0.0 | $2.0M | NEW | 39k | 50.97 |
|
| Williams Companies (WMB) | 0.0 | $2.0M | -2% | 27k | 72.78 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $2.0M | +8% | 8.2k | 237.63 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $2.0M | +2% | 24k | 82.49 |
|
| Ishares Msci Equal Weite (EUSA) | 0.0 | $1.9M | -92% | 19k | 101.77 |
|
| Prologis (PLD) | 0.0 | $1.9M | +16% | 15k | 132.18 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.9M | +6% | 18k | 108.25 |
|
| Darden Restaurants (DRI) | 0.0 | $1.9M | -2% | 9.5k | 196.03 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.0 | $1.8M | 55k | 33.46 |
|
|
| Intuit (INTU) | 0.0 | $1.8M | -2% | 4.1k | 432.43 |
|
| Uber Technologies (UBER) | 0.0 | $1.7M | +2% | 24k | 71.93 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $1.7M | 22k | 78.77 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.7M | -11% | 18k | 97.23 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.7M | +7% | 19k | 93.98 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $1.7M | +2% | 44k | 39.48 |
|
| Walt Disney Company (DIS) | 0.0 | $1.7M | +4% | 18k | 96.38 |
|
| Entergy Corporation (ETR) | 0.0 | $1.7M | +9% | 15k | 112.36 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.7M | +6% | 11k | 152.75 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.7M | 24k | 68.47 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.7M | +2% | 8.0k | 208.10 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $1.6M | 39k | 42.50 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.6M | -4% | 4.7k | 343.18 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.6M | 3.6k | 446.58 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.6M | 3.5k | 461.00 |
|
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $1.6M | -5% | 23k | 70.14 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.0 | $1.6M | 36k | 44.28 |
|
|
| American Electric Power Company (AEP) | 0.0 | $1.6M | +3% | 12k | 131.08 |
|
| Waste Management (WM) | 0.0 | $1.6M | +3% | 6.9k | 229.79 |
|
| Allstate Corporation (ALL) | 0.0 | $1.6M | 7.7k | 207.35 |
|
|
| Capital Group Global Equity SHS (CGGE) | 0.0 | $1.6M | +6% | 52k | 30.50 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $1.6M | +3% | 33k | 48.86 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.6M | +8% | 16k | 98.38 |
|
| Intel Corporation (INTC) | 0.0 | $1.6M | +17% | 35k | 44.13 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.6M | +15% | 28k | 56.68 |
|
| Intercontinental Exchange (ICE) | 0.0 | $1.6M | +5% | 9.9k | 157.28 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.5M | -8% | 7.8k | 196.87 |
|
| Capital One Financial (COF) | 0.0 | $1.5M | -5% | 8.4k | 182.44 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.5M | +60% | 25k | 60.65 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.0 | $1.5M | NEW | 68k | 22.75 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.0 | $1.5M | NEW | 44k | 34.63 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.5M | +11% | 5.9k | 260.30 |
|
| Honeywell International (HON) | 0.0 | $1.5M | +14% | 6.7k | 226.02 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.5M | 16k | 93.00 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.5M | +8% | 4.5k | 327.04 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $1.5M | -3% | 56k | 25.88 |
|
| Enbridge (ENB) | 0.0 | $1.4M | +8% | 27k | 54.14 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.4M | +12% | 12k | 122.78 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.4M | -3% | 4.8k | 298.83 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $1.4M | -19% | 57k | 24.80 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $1.4M | -3% | 16k | 86.64 |
|
Past Filings by Sagespring Wealth Partners
SEC 13F filings are viewable for Sagespring Wealth Partners going back to 2024
- 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