Sagespring Wealth Partners
$6.5B 13F equity value
879 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sagespring Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 6,481,606 | $441M | 6.8% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5,187,608 | $412M | 6.3% |
| FBCG | FIDELITY COVINGTON TRUST | 5,514,169 | $342M | 5.3% |
| VOO | VANGUARD INDEX FDS | 463,765 | $319M | 4.9% |
| BAI | BLACKROCK ETF TRUST | 5,280,812 | $278M | 4.3% |
| IVV | ISHARES TR | 361,188 | $270M | 4.2% |
| PWRD | TCW ETF TRUST | 1,739,131 | $214M | 3.3% |
| ABFL | ABACUS FCF ETF TR | 1,976,096 | $170M | 2.6% |
| BINC | BLACKROCK ETF TRUST II | 3,160,173 | $165M | 2.5% |
| EFV | ISHARES TR | 2,080,637 | $159M | 2.4% |
Track Sagespring Wealth Partners's 13F portfolio: $6.5B in reported holdings, 879 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}