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
$3.86T
$54.6 Billion 1.18% of portfolio
109,705
Q2 2025 Added 15.43%
-
$44.5 Billion 0.96% of portfolio
-
Q2 2025 Added 7.96%
$465B
$44.8 Billion 0.96% of portfolio
283,322
Q2 2025 Added 10.56%
$4.09T
$41.3 Billion 0.89% of portfolio
201,102
Q2 2025 Added 1.15%
$2.24T
$27.6 Billion 0.6% of portfolio
188,149
Q2 2025 Added 6.64%
$134B
$23.5 Billion 0.51% of portfolio
85,291
Q2 2025 Added 16.69%
$1.65T
$23.7 Billion 0.51% of portfolio
32,172
Q2 2025 Added 10.01%
$925B
$21.4 Billion 0.46% of portfolio
73,899
Q2 2025 Added 10.44%
$415B
$14.2 Billion 0.3% of portfolio
38,594
Q2 2025 Added 8.65%
$558B
$14 Billion 0.3% of portfolio
39,364
Q2 2025 Added 7.48%
$1.45T
$12.9 Billion 0.28% of portfolio
72,940
Q2 2025 Added 13.73%
$654B
$12.5 Billion 0.27% of portfolio
25,774
Q2 2025 Added 3.76%
$280B
$12.5 Billion 0.27% of portfolio
128,189
Q2 2025 Added 2.47%
$251B
$10.6 Billion 0.23% of portfolio
58,318
Q2 2025 Added 3.94%
$1.4T
$10.7 Billion 0.23% of portfolio
33,725
Q2 2025 Added 26.85%
$253B
$8.64 Billion 0.19% of portfolio
29,312
Q2 2025 Added 13.78%
$252B
$8.21 Billion 0.18% of portfolio
21,140
Q2 2025 Added 3.15%
$1.48T
$8.45 Billion 0.18% of portfolio
47,663
Q2 2025 Added 20.54%
$364B
$8.11 Billion 0.17% of portfolio
50,888
Q2 2025 Added 0.47%
$410B
$7.59 Billion 0.16% of portfolio
7,672
Q2 2025 Added 8.24%
$534B
$7.39 Billion 0.16% of portfolio
5,521
Q2 2025 Added 8.17%
$97.1B
$7.01 Billion 0.15% of portfolio
25,415
Q2 2025 Added 4.08%
$725B
$6.83 Billion 0.15% of portfolio
8,767
Q2 2025 Reduced 6.62%
$149B
$7 Billion 0.15% of portfolio
19,603
Q2 2025 Added 2.89%
$409B
$6.28 Billion 0.14% of portfolio
33,859
Q2 2025 Added 42.54%
$168B
$6.45 Billion 0.14% of portfolio
52,215
Q2 2025 Added 7.29%
$272B
$6.69 Billion 0.14% of portfolio
9,457
Q2 2025 Added 7.34%
$470B
$6.45 Billion 0.14% of portfolio
59,830
Q2 2025 Added 6.18%
$224B
$5.68 Billion 0.12% of portfolio
19,435
Q2 2025 Added 12.82%
$485B
$5.43 Billion 0.12% of portfolio
35,526
Q2 2025 Added 10.47%
$543B
$5.51 Billion 0.12% of portfolio
9,811
Q2 2025 Added 13.71%
$248B
$5.8 Billion 0.12% of portfolio
18,171
Q2 2025 Added 11.72%
$304B
$4.95 Billion 0.11% of portfolio
34,592
Q2 2025 Reduced 10.92%
$287B
$5.07 Billion 0.11% of portfolio
71,671
Q2 2025 Added 60.68%
$414B
$5.1 Billion 0.11% of portfolio
107,709
Q2 2025 Added 39.99%
$103B
$5.15 Billion 0.11% of portfolio
56,084
Q2 2025 Added 2.69%
$185B
$4.83 Billion 0.1% of portfolio
111,717
Q2 2025 Added 8.31%
$237B
$4.66 Billion 0.1% of portfolio
17,092
Q2 2025 Reduced 30.25%
$142B
$4.42 Billion 0.1% of portfolio
18,989
Q2 2025 Added 4.48%
$118B
$4.46 Billion 0.1% of portfolio
76,104
Q2 2025 Added 3.13%
$97.8B
$4 Billion 0.09% of portfolio
9,156
Q2 2025 Reduced 0.4%
$95.3B
$3.96 Billion 0.09% of portfolio
33,557
Q2 2025 Added 9.9%
$1.45T
$4.23 Billion 0.09% of portfolio
18,664
Q2 2025 Added 60.56%
$76.3B
$4.31 Billion 0.09% of portfolio
10,252
Q2 2025 Reduced 3.06%
$201B
$4.08 Billion 0.09% of portfolio
141,152
Q2 2025 Added 5.35%
$235B
$4.01 Billion 0.09% of portfolio
29,447
Q2 2025 Added 11.12%
$151B
$3.8 Billion 0.08% of portfolio
13,616
Q2 2025 Added 11.96%
$281B
$3.71 Billion 0.08% of portfolio
53,528
Q2 2025 Added 6.48%
$358B
$3.67 Billion 0.08% of portfolio
26,928
Q2 2025 Added 11.95%

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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email