SAGESPRING WEALTH PARTNERS, LLC

CIK 0002056425 · FRANKLIN, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

SAGESPRING WEALTH PARTNERS, LLC reported 846 positions worth $6.51B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: DYNF (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.51B
2026 Q2
Positions
846
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.6%
Est. Net Flow (Q)
2026 Q2
10 / 846 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DYNFBLACKROCK ETF TRUSTSH$440.8M6.77%6,481,606
2JAVAJ P MORGAN EXCHANGE TRADED FSH$411.9M6.33%5,187,608
3FBCGFIDELITY COVINGTON TRUSTSH$342.5M5.26%5,514,169
4VOOVANGUARD INDEX FDSSH$318.5M4.89%463,765
5BAIBLACKROCK ETF TRUSTSH$278.4M4.28%5,280,812
6IVVISHARES TRSH$270.5M4.16%361,188
7PWRDTCW ETF TRUSTSH$213.8M3.29%1,739,131
8ABFLABACUS FCF ETF TR SH$169.7M2.61%1,976,096
9BINCBLACKROCK ETF TRUST IISH$165.4M2.54%3,160,173
10EFVISHARES TRSH$159.3M2.45%2,080,637

The free plan shows the top 10 positions. The remaining 836 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SAGESPRING WEALTH PARTNERS, LLC hold as of Q2 2026?

SAGESPRING WEALTH PARTNERS, LLC reported 846 positions worth $6.51B in its Q2 2026 13F filing. Largest positions: DYNF (6.8%), JAVA (6.3%), FBCG (5.3%), VOO (4.9%) and BAI (4.3%).

What did SAGESPRING WEALTH PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SAGESPRING WEALTH PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.