SAGESPRING WEALTH PARTNERS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
SAGESPRING WEALTH PARTNERS, LLC 13F Holdings
CIK 0002056425 · FRANKLIN, TN
As of Sep 30, 2025, SAGESPRING WEALTH PARTNERS, LLC reported
733 positions worth $4.8B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 7,176,954 | $343.0M | 7.19% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 6,261,866 | $330.0M | 6.91% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,530,698 | $308.2M | 6.46% |
| TRIMTABS ETF TR | ABFL | — | 4,267,381 | $268.1M | 5.62% |
| TCW TRANSFORM SYSTEMS ETF | PWRD | — | 2,659,509 | $226.0M | 4.73% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 3,844,734 | $224.4M | 4.70% |
| ISHARES CORE S&P 500 ETF | IVV | — | 375,360 |
|
93.1M4.05% |
| FIDELITY TOTAL BOND ETF | FBND | — | 9,869,968 |
37.2M | 2.88% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 2,554,199 |
36.0M | 2.85% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,489,967 |
30.1M | 2.73% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 2,201,665 |
25.7M | 2.63% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 737,156 |
05.4M | 2.21% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 24,425,094 | $94.7M | 1.98% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | — | 1,481,410 | $90.8M | 1.90% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 564,406 | $80.8M | 1.69% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 1,371,472 | $76.3M | 1.60% |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | EMGF | — | 1,153,666 | $65.3M | 1.37% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 104,026 | $62.5M | 1.31% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 510,439 | $61.0M | 1.28% |
| MICROSOFT CORP | MSFT | Technology | 114,637 | $59.4M | 1.24% |
| APPLE INC | AAPL | Technology | 219,939 | $56.0M | 1.17% |
| NVIDIA CORP | NVDA | Technology | 293,034 | $54.7M | 1.15% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 670,773 | $53.8M | 1.13% |
| TRIMTABS ETF TR | ABLD | — | 1,644,946 | $47.3M | 0.99% |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | EUSA | — | 695,209 | $46.1M | 0.97% |