Sagespring Wealth Partners, LLC Portfolio Holdings

Sagespring Wealth Partners, LLC

  • $5.11 Trillion
  • Q3 2025

Sagespring Wealth Partners, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.11 Trillion distributed in 733 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 $343B, Blackrock ETF Tr U S Equity Fa with a value of $330B, Vanguard Index Fds S&P 500 ETF with a value of $308B, Fcf Us Quality ETF with a value of $268B, and Engine No 1 ETF Tr Transform C with a value of $226B.

Examining the 13F form we can see an increase of $467B in the current position value, from $4.64T to 5.11T.

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 $5.11 Trillion
Technology: $298 Billion
Financial Services: $151 Billion
Consumer Cyclical: $113 Billion
Industrials: $85.1 Billion
Communication Services: $83.7 Billion
Healthcare: $77.1 Billion
Consumer Defensive: $59.7 Billion
Energy: $34 Billion
Other: $59.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$343 Billion 6.71% of portfolio
7,176,954
Q3 2025 Added 15.23%
$0
$330 Billion 6.46% of portfolio
6,261,866
Q3 2025 Added 17.16%
$0
$308 Billion 6.03% of portfolio
1,530,698
Q3 2025 Reduced 1.12%
$0
$268 Billion 5.25% of portfolio
4,267,381
Q3 2025 Added 21.75%
$0
$226 Billion 4.42% of portfolio
2,659,509
Q3 2025 Added 18.5%
$0
$224 Billion 4.39% of portfolio
3,844,734
Q3 2025 Added 25.25%
$0
$193 Billion 3.78% of portfolio
375,360
Q3 2025 Added 4.14%
$0
$137 Billion 2.69% of portfolio
9,869,968
Q3 2025 Added 1.4%
Blackrock ETF Trust Ii
-
$136 Billion 2.66% of portfolio
-
Q3 2025 Added 7.9%
$0
$130 Billion 2.55% of portfolio
1,489,967
Q3 2025 Added 2.49%
$0
$126 Billion 2.46% of portfolio
2,201,665
Q3 2025 Added 19.92%
$0
$105 Billion 2.06% of portfolio
737,156
Q3 2025 Added 41.08%
$0
$94.7 Billion 1.85% of portfolio
24,425,094
Q3 2025 Reduced 0.46%
$0
$90.8 Billion 1.78% of portfolio
1,481,410
Q3 2025 Added 27.05%
$0
$80.8 Billion 1.58% of portfolio
564,406
Q3 2025 Added 43.6%
$0
$76.3 Billion 1.49% of portfolio
1,371,472
Q3 2025 Added 28.66%
$0
$62.5 Billion 1.22% of portfolio
104,026
Q3 2025 Reduced 1.15%
$0
$61 Billion 1.19% of portfolio
510,439
Q3 2025 Added 5.71%
$3.78T
$59.4 Billion 1.16% of portfolio
114,637
Q3 2025 Added 4.5%
$4.3T
$56 Billion 1.1% of portfolio
219,939
Q3 2025 Added 9.37%
$465B
$54.7 Billion 1.07% of portfolio
293,034
Q3 2025 Added 3.43%
$0
$53.8 Billion 1.05% of portfolio
670,773
Q3 2025 Added 50.68%
-
$47.3 Billion 0.93% of portfolio
-
Q3 2025 Added 5.46%
$0
$46.1 Billion 0.9% of portfolio
695,209
Q3 2025 Added 67.15%
$65.3B
$44.8 Billion 0.88% of portfolio
615,365
Q3 2025 Added 4.35%
$0
$40.6 Billion 0.79% of portfolio
394,347
Q3 2025 Added 10.18%
$0
$34.2 Billion 0.67% of portfolio
283,078
Q3 2025 Added 6.93%
$0
$34.1 Billion 0.67% of portfolio
612,456
Q3 2025 Added 4.58%
$0
$30.2 Billion 0.59% of portfolio
238,160
Q3 2025 Added 7.65%
J P Morgan Exchange Traded F
-
$29.1 Billion 0.57% of portfolio
-
Q3 2025 Added 45.99%
$2.39T
$29.1 Billion 0.57% of portfolio
194,659
Q3 2025 Added 3.46%
$0
$28.7 Billion 0.56% of portfolio
28,603,754
Q3 2025 Added 0.0%
$139B
$28.4 Billion 0.56% of portfolio
86,195
Q3 2025 Added 1.06%
$0
$28.2 Billion 0.55% of portfolio
558,429
Q3 2025 Reduced 2.32%
$0
$27 Billion 0.53% of portfolio
283,353
Q3 2025 Reduced 9.73%
$0
$26.4 Billion 0.52% of portfolio
404,926
Q3 2025 Reduced 2.77%
$1.37T
$26.7 Billion 0.52% of portfolio
36,381
Q3 2025 Added 13.08%
$0
$26.8 Billion 0.52% of portfolio
609,684
Q3 2025 Added 5.53%
$881B
$23.9 Billion 0.47% of portfolio
75,751
Q3 2025 Added 2.51%
$0
$22.9 Billion 0.45% of portfolio
214,595
Q3 2025 Added 3.63%
$0
$19.7 Billion 0.39% of portfolio
42,002
Q3 2025 Reduced 0.25%
$0
$19.5 Billion 0.38% of portfolio
66,454
Q3 2025 Reduced 2.65%
$1.65T
$19 Billion 0.37% of portfolio
78,290
Q3 2025 Added 7.33%
$0
$18.2 Billion 0.36% of portfolio
347,384
Q3 2025 Added 6.43%
$0
$18.5 Billion 0.36% of portfolio
17,484,426
Q3 2025 Reduced 0.07%
$0
$18.3 Billion 0.36% of portfolio
71,281
Q3 2025 Reduced 0.43%
$0
$17.6 Billion 0.34% of portfolio
148,070
Q3 2025 Reduced 5.87%
$367B
$16.7 Billion 0.33% of portfolio
41,208
Q3 2025 Added 6.77%
$1.29T
$15.7 Billion 0.31% of portfolio
35,285
Q3 2025 Added 4.63%

Summary

  • Portfolio
  • No. of Stocks 733
  • Current Value $5.11 Trillion
  • Prior Value $4.64 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 66 stocks
  • Additional Purchases 397 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
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