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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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