Sagespring Wealth Partners, LLC Portfolio Holdings

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025

Sagespring Wealth Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.64 Trillion distributed in 706 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $300B, Vanguard Index Fds S&P 500 ETF with a value of $296B, Blackrock ETF Tr U S Equity Fa with a value of $291B, Fcf Us Quality ETF with a value of $248B, and Engine No 1 ETF Tr Transform C with a value of $202B.

Examining the 13F form we can see an increase of $679B in the current position value, from $3.96T to 4.64T.

Sagespring Wealth Partners, LLC is based out at Franklin, TN

Below you can find more details about Sagespring Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.64 Trillion
Technology: $255 Billion
Financial Services: $140 Billion
Consumer Cyclical: $97.9 Billion
Industrials: $73.3 Billion
Communication Services: $71.1 Billion
Healthcare: $67.3 Billion
Consumer Defensive: $59.7 Billion
Energy: $31.4 Billion
Other: $53 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.3B
$957 Million 0.02% of portfolio
6,075
Q2 2025 Added 3.65%
$34.2B
$755 Million 0.02% of portfolio
7,942
Q2 2025 Reduced 4.12%
$77.6B
$813 Million 0.02% of portfolio
10,940
Q2 2025 Added 40.82%
$276B
$981 Million 0.02% of portfolio
8,110
Q2 2025 Added 40.82%
$10.4B
$755 Million 0.02% of portfolio
37,249
Q2 2025 Added 0.61%
$58.4B
$824 Million 0.02% of portfolio
3,287
Q2 2025 Reduced 48.41%
$48.3B
$934 Million 0.02% of portfolio
13,024
Q2 2025 Added 31.32%
$112B
$1.08 Billion 0.02% of portfolio
8,143
Q2 2025 Added 43.59%
$63.6B
$927 Million 0.02% of portfolio
31,533
Q2 2025 Added 46.86%
$24.7B
$937 Million 0.02% of portfolio
8,236
Q2 2025 Added 7.66%
$85.6B
$902 Million 0.02% of portfolio
13,378
Q2 2025 Added 45.97%
$72.2B
$717 Million 0.02% of portfolio
3,205
Q2 2025 Added 29.34%
$144B
$1.1 Billion 0.02% of portfolio
5,553
Q2 2025 Added 22.45%
$173B
$905 Million 0.02% of portfolio
14,740
Q2 2025 Added 7.47%
$99B
$1.02 Billion 0.02% of portfolio
14,735
Q2 2025 Added 15.65%
$6.31B
$788 Million 0.02% of portfolio
14,938
Q2 2025 Reduced 55.44%
$48.6B
$881 Million 0.02% of portfolio
11,822
Q2 2025 Added 51.25%
$69.4B
$799 Million 0.02% of portfolio
15,202
Q2 2025 Added 33.74%
$10.7B
$721 Million 0.02% of portfolio
14,694
Q2 2025 Reduced 1.81%
$108B
$1.08 Billion 0.02% of portfolio
3,361
Q2 2025 Added 29.02%
$60.7B
$937 Million 0.02% of portfolio
21,806
Q2 2025 Added 22.09%
$26B
$962 Million 0.02% of portfolio
11,017
Q2 2025 Added 4.41%
$35.7B
$1.08 Billion 0.02% of portfolio
41,663
Q2 2025 Added 36.81%
$31.4B
$774 Million 0.02% of portfolio
2,986
Q2 2025 Added 9.62%
$75.4B
$1.12 Billion 0.02% of portfolio
2,178
Q2 2025 Added 21.88%
$65.7B
$798 Million 0.02% of portfolio
6,668
Q2 2025 Reduced 12.27%
$102B
$1.05 Billion 0.02% of portfolio
23,141
Q2 2025 Added 20.51%
$97.4B
$817 Million 0.02% of portfolio
3,312
Q2 2025 Added 40.76%
$23.3B
$1.06 Billion 0.02% of portfolio
9,246
Q2 2025 Reduced 3.39%
$190B
$999 Million 0.02% of portfolio
2,463
Q2 2025 Reduced 20.88%
$66.7B
$725 Million 0.02% of portfolio
7,976
Q2 2025 Added 4.8%
$150B
$826 Million 0.02% of portfolio
13,508
Q2 2025 Added 38.3%
$39.5B
$788 Million 0.02% of portfolio
2,531
Q2 2025 Added 4.07%
$81.4B
$798 Million 0.02% of portfolio
215
Q2 2025 Added 6.97%
$10.8B
$1.12 Billion 0.02% of portfolio
5,622
Q2 2025 Added 1.12%
$53.1B
$1.15 Billion 0.02% of portfolio
3,700
Q2 2025 Added 60.59%
$82.5B
$953 Million 0.02% of portfolio
6,202
Q2 2025 Added 20.54%
$89.5B
$1.13 Billion 0.02% of portfolio
5,106
Q2 2025 Added 19.35%
$59.7B
$949 Million 0.02% of portfolio
11,088
Q2 2025 Added 13.56%
$473B
$967 Million 0.02% of portfolio
8,522
Q2 2025 Added 20.76%
$70.6B
$763 Million 0.02% of portfolio
7,231
Q2 2025 Added 3.14%
$88.1B
$735 Million 0.02% of portfolio
8,062
Q2 2025 Added 10.88%
$20.8B
$901 Million 0.02% of portfolio
4,043
Q2 2025 Added 19.05%
$71.8B
$1.12 Billion 0.02% of portfolio
24,861
Q2 2025 Added 44.11%
$49.9B
$778 Million 0.02% of portfolio
10,627
Q2 2025 Reduced 0.75%
$119B
$990 Million 0.02% of portfolio
20,910
Q2 2025 Added 42.42%
$17B
$789 Million 0.02% of portfolio
11,747
Q2 2025 Reduced 2.44%
$85.8B
$953 Million 0.02% of portfolio
6,259
Q2 2025 Added 14.34%
$120B
$880 Million 0.02% of portfolio
9,400
Q2 2025 Added 52.35%

Summary

  • Portfolio
  • No. of Stocks 706
  • Current Value $4.64 Trillion
  • Prior Value $3.96 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 93 stocks
  • Additional Purchases 414 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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