Sagespring Wealth Partners
$5.5B Assets Reported
853 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 6,268,470 | $365M | 6.6% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 4,765,340 | $342M | 6.2% |
| FBCG | FIDELITY COVINGTON TRUST | 5,642,044 | $283M | 5.2% |
| VOO | VANGUARD INDEX FDS | 468,814 | $280M | 5.1% |
| BAI | BLACKROCK ETF TRUST | 7,445,617 | $245M | 4.5% |
| IVV | ISHARES TR | 347,015 | $227M | 4.1% |
| PWRD | TCW ETF TRUST | 2,107,222 | $206M | 3.8% |
| BINC | BLACKROCK ETF TRUST II | 2,862,506 | $149M | 2.7% |
| ABFL | ABACUS FCF ETF TR | 1,936,319 | $138M | 2.5% |
| EFV | ISHARES TR | 1,646,319 | $122M | 2.2% |
Track Sagespring Wealth Partners's 13F portfolio: $5.5B in reported holdings, 853 positions. Top holdings, AUM, and quarterly changes on SentiSense.