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
$174B
$1.31 Billion 0.03% of portfolio
14,313
Q2 2025 Added 58.4%
$80.1B
$1.17 Billion 0.03% of portfolio
4,736
Q2 2025 Added 5.36%
$283B
$1.21 Billion 0.03% of portfolio
19,950
Q2 2025 Added 21.04%
$93.6B
$1.35 Billion 0.03% of portfolio
4,612
Q2 2025 Added 24.01%
$93.8B
$1.38 Billion 0.03% of portfolio
2,770
Q2 2025 Added 26.89%
$96.4B
$1.21 Billion 0.03% of portfolio
3,936
Q2 2025 Added 38.06%
$32.2B
$1.5 Billion 0.03% of portfolio
53,355
Q2 2025 Added 5.6%
$57.8B
$1.31 Billion 0.03% of portfolio
12,643
Q2 2025 Added 8.85%
$6.77B
$1.19 Billion 0.03% of portfolio
13,189
Q2 2025 Added 1,588.73%
$60.9B
$1.52 Billion 0.03% of portfolio
15,077
Q2 2025 Reduced 25.51%
$140B
$1.38 Billion 0.03% of portfolio
12,836
Q2 2025 Added 10.6%
$125B
$1.32 Billion 0.03% of portfolio
19,176
Q2 2025 Added 6.32%
$101B
$1.42 Billion 0.03% of portfolio
3,185
Q2 2025 Reduced 1.39%
$238B
$1.19 Billion 0.03% of portfolio
17,094
Q2 2025 Added 21.37%
$385B
$1.28 Billion 0.03% of portfolio
1,594
Q2 2025 Added 20.39%
$153B
$1.35 Billion 0.03% of portfolio
1,504
Q2 2025 Added 18.15%
$90.6B
$1.5 Billion 0.03% of portfolio
6,548
Q2 2025 Reduced 2.2%
$121B
$1.5 Billion 0.03% of portfolio
10,045
Q2 2025 Reduced 16.93%
$100B
$1.27 Billion 0.03% of portfolio
5,802
Q2 2025 Reduced 4.65%
$120B
$1.22 Billion 0.03% of portfolio
13,591
Q2 2025 Added 18.8%
$60.9B
$1.48 Billion 0.03% of portfolio
7,242
Q2 2025 Reduced 0.77%
$97.1B
$1.16 Billion 0.03% of portfolio
12,665
Q2 2025 Added 7.14%
$45.7B
$1.24 Billion 0.03% of portfolio
8,540
Q2 2025 Reduced 0.12%
$164B
$1.29 Billion 0.03% of portfolio
3,341
Q2 2025 Reduced 22.95%
$59.6B
$1.4 Billion 0.03% of portfolio
4,274
Q2 2025 Added 16.11%
$193B
$1.46 Billion 0.03% of portfolio
11,050
Q2 2025 Added 8.12%
$77.6B
$1.31 Billion 0.03% of portfolio
9,808
Q2 2025 Added 46.94%
$143B
$1.31 Billion 0.03% of portfolio
53,990
Q2 2025 Added 21.65%
$140B
$1.32 Billion 0.03% of portfolio
3,326
Q2 2025 Reduced 1.31%
$24.7B
$1.28 Billion 0.03% of portfolio
5,319
Q2 2025 Added 1.22%
$87.9B
$1.26 Billion 0.03% of portfolio
3,816
Q2 2025 Reduced 8.62%
$81.6B
$1.61 Billion 0.03% of portfolio
7,563
Q2 2025 Added 73.3%
$105B
$1.51 Billion 0.03% of portfolio
2,974
Q2 2025 Added 30.1%
$97.4B
$1.41 Billion 0.03% of portfolio
2,025
Q2 2025 Added 10.96%
$298B
$1.24 Billion 0.03% of portfolio
5,208
Q2 2025 Added 0.23%
$25.4B
$1.18 Billion 0.03% of portfolio
8,613
Q2 2025 Added 14.67%
$84.5B
$1.01 Billion 0.02% of portfolio
3,709
Q2 2025 Added 23.76%
$182B
$1.09 Billion 0.02% of portfolio
8,873
Q2 2025 Added 0.02%
$69.5B
$1.13 Billion 0.02% of portfolio
4,398
Q2 2025 Added 21.69%
$131B
$1.08 Billion 0.02% of portfolio
2,337
Q2 2025 Added 28.83%
$111B
$946 Million 0.02% of portfolio
1,292
Q2 2025 Added 15.05%
-
$756 Million 0.02% of portfolio
-
Q2 2025 Added 0.54%
$41.6B
$969 Million 0.02% of portfolio
11,506
Q2 2025 Added 6.49%
$118B
$1.16 Billion 0.02% of portfolio
444
Q2 2025 Added 9.63%
$66.9B
$743 Million 0.02% of portfolio
12,749
Q2 2025 Added 37.71%
$87.3B
$786 Million 0.02% of portfolio
1,567
Q2 2025 Added 37.1%
$3.01B
$801 Million 0.02% of portfolio
1,982
Q2 2025 Added 78.24%
$196B
$716 Million 0.02% of portfolio
52,177
Q2 2025 Added 31.78%
$106B
$827 Million 0.02% of portfolio
7,866
Q2 2025 Reduced 10.94%

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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