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CIK: 0002056425
Total reported value
$6.5B
$6.5B
733 檔
22.7%
As reported in its official Q3 2025 Form 13F filing, Sagespring Wealth Partners, LLC's tracked investment portfolio stood at $6.5B with 733 total positions.
In Q3 2025, Sagespring Wealth Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 733 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 6.71% | +0.11% | +15.23% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.46% | +0.12% | +17.16% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.03% | -0.22% | -1.12% | |
| 4 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 5.25% | +0.10% | +21.75% | |
| 5 | PWRD | Tcw Transform Systems ETF | ETF-Other | 4.42% | -0.47% | +18.50% | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.39% | +0.10% | +25.25% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | +0.03% | +4.14% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.69% | -0.09% | +1.40% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.66% | -0.17% | +7.90% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.55% | -0.17% | +2.49% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.46% | — | +19.92% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.06% | +0.03% | +41.08% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.85% | -0.19% | -0.46% | |
| 14 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.78% | — | +27.05% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.58% | -0.01% | +43.60% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.49% | +0.22% | +28.66% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.28% | +0.08% | +3.84% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.14% | -1.15% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.19% | -0.08% | +5.71% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.10% | +4.50% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.01% | +9.37% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.02% | +3.43% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.05% | -0.01% | +50.68% | |
| 24 | ABLD | Aba Fcf Ral Aset Lad Etf-usd | ETF-Other | 0.93% | -0.07% | +5.46% | |
| 25 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.90% | — | +67.15% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | -0.16% | +4.35% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.79% | -0.09% | +10.18% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.03% | +6.93% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.67% | — | +4.58% | |
| 30 | IYF | Ishares US Financials ETF | ETF-Other | 0.59% | -0.01% | +7.65% | |
| 31 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.57% | -0.05% | +45.99% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.01% | +3.46% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.56% | — | NEW | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.03% | +1.06% | |
| 35 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.55% | -0.09% | -2.32% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.53% | -0.08% | -9.73% | |
| 37 | CGGR | Cap Group Growth Equity | ETF-Other | 0.52% | — | +5.53% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.06% | +13.08% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | -0.02% | -2.77% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | +2.51% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.05% | +3.63% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | — | -0.25% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.03% | -2.65% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.05% | +7.33% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | — | -0.07% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.36% | +0.05% | -0.43% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.36% | -0.04% | +6.43% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | — | -5.87% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.04% | +6.77% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.01% | +4.63% |
According to official SEC Form 13F filings, Sagespring Wealth Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 733 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBCG, DYNF, VOO) accounted for 22.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
EUSA
市值: $46.1M
Top Position Liquidated / Trimmed
VOO
前期市值: $286.3M
During Q3 2025, Sagespring Wealth Partners, LLC's top holdings by market value included FBCG (6.7%)、DYNF (6.5%)、VOO (6.0%). The largest single position, FBCG, represented 6.7% of total portfolio value.
In Q3 2025, Sagespring Wealth Partners, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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