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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.3B
$1.29 Billion 0.03% of portfolio
6,897
Q2 2025 Added 24.16%
$0
$1.43 Billion 0.03% of portfolio
1,432,000
Q1 2025 Reduced 2.92%
$0
$1.18 Billion 0.03% of portfolio
14,096
Q2 2025 Added 0.27%
$179B
$1.31 Billion 0.03% of portfolio
14,313
Q2 2025 Added 58.4%
$80B
$1.17 Billion 0.03% of portfolio
4,736
Q2 2025 Added 5.36%
$0
$1.3 Billion 0.03% of portfolio
12,594
Q2 2025 Added 11.45%
$0
$1.23 Billion 0.03% of portfolio
15,878
Q2 2025 Reduced 33.5%
$259B
$1.21 Billion 0.03% of portfolio
19,950
Q2 2025 Added 21.04%
$0
$1.3 Billion 0.03% of portfolio
31,200
Q1 2025 Added 0.43%
$0
$1.26 Billion 0.03% of portfolio
4,989
Q2 2025 Reduced 9.09%
$0
$1.2 Billion 0.03% of portfolio
6,599
Q2 2025 Added 46.91%
$86.2B
$1.35 Billion 0.03% of portfolio
4,612
Q2 2025 Added 24.01%
$89.4B
$1.38 Billion 0.03% of portfolio
2,770
Q2 2025 Added 26.89%
$0
$1.39 Billion 0.03% of portfolio
31,433
Q2 2025 Reduced 2.38%
$97B
$1.21 Billion 0.03% of portfolio
3,936
Q2 2025 Added 38.06%
$0
$1.59 Billion 0.03% of portfolio
6,694
Q2 2025 Reduced 26.55%
Capital Group Dividend Growe
-
$1.44 Billion 0.03% of portfolio
-
Q2 2025 Added 18.91%
$0
$1.6 Billion 0.03% of portfolio
5,615
Q2 2025 Reduced 15.56%
$33B
$1.5 Billion 0.03% of portfolio
53,355
Q2 2025 Added 5.6%
$57.5B
$1.31 Billion 0.03% of portfolio
12,643
Q2 2025 Added 8.85%
$0
$1.55 Billion 0.03% of portfolio
27,219
Q2 2025 Reduced 79.91%
$6.4B
$1.19 Billion 0.03% of portfolio
13,189
Q2 2025 Added 1,588.73%
$63.8B
$1.52 Billion 0.03% of portfolio
15,077
Q2 2025 Reduced 25.51%
$147B
$1.38 Billion 0.03% of portfolio
12,836
Q2 2025 Added 10.6%
$112B
$1.32 Billion 0.03% of portfolio
19,176
Q2 2025 Added 6.32%
$99.5B
$1.42 Billion 0.03% of portfolio
3,185
Q2 2025 Reduced 1.39%
Lam Research Corp
-
$1.22 Billion 0.03% of portfolio
-
Q2 2025 Reduced 1.09%
$233B
$1.19 Billion 0.03% of portfolio
17,094
Q2 2025 Added 21.37%
$295B
$1.28 Billion 0.03% of portfolio
1,594
Q2 2025 Added 20.39%
$0
$1.22 Billion 0.03% of portfolio
1,842
Q2 2025 Reduced 17.14%
$133B
$1.35 Billion 0.03% of portfolio
1,504
Q2 2025 Added 18.15%
$162B
$1.52 Billion 0.03% of portfolio
8,297
Q2 2025 Added 29.2%
$95.6B
$1.5 Billion 0.03% of portfolio
6,548
Q2 2025 Reduced 2.2%
$0
$1.52 Billion 0.03% of portfolio
22,542
Q2 2025 Added 10.5%
$123B
$1.5 Billion 0.03% of portfolio
10,045
Q2 2025 Reduced 16.93%
$101B
$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%
$52.5B
$1.48 Billion 0.03% of portfolio
7,242
Q2 2025 Reduced 0.77%
$108B
$1.16 Billion 0.03% of portfolio
12,665
Q2 2025 Added 7.14%
$48.7B
$1.24 Billion 0.03% of portfolio
8,540
Q2 2025 Reduced 0.12%
$157B
$1.29 Billion 0.03% of portfolio
3,341
Q2 2025 Reduced 22.95%
$56.3B
$1.4 Billion 0.03% of portfolio
4,274
Q2 2025 Added 16.11%
$0
$1.25 Billion 0.03% of portfolio
27,461
Q2 2025 Added 24.32%
$202B
$1.46 Billion 0.03% of portfolio
11,050
Q2 2025 Added 8.12%
$78.6B
$1.31 Billion 0.03% of portfolio
9,808
Q2 2025 Added 46.94%
$138B
$1.31 Billion 0.03% of portfolio
53,990
Q2 2025 Added 21.65%
$0
$1.56 Billion 0.03% of portfolio
14,444
Q2 2025 Reduced 9.74%
$0
$1.38 Billion 0.03% of portfolio
21,781
Q2 2025 Added 35.92%
$142B
$1.32 Billion 0.03% of portfolio
3,326
Q2 2025 Reduced 1.31%

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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