SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425 · FRANKLIN, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
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
Top Holdings
DYNF
BLACKROCK ETF TRUST
6.8%
JAVA
J P MORGAN EXCHANGE TRADED F
6.3%
FBCG
FIDELITY COVINGTON TRUST
5.3%
VOO
VANGUARD INDEX FDS
4.9%
BAI
BLACKROCK ETF TRUST
4.3%
IVV
ISHARES TR
4.2%
PWRD
TCW ETF TRUST
3.3%
ABFL
ABACUS FCF ETF TR
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.