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CIK: 0002056425
Total reported value
$6.5B
$6.5B
783 檔
23.5%
The Q4 2025 SEC filing reveals that Sagespring Wealth Partners, LLC held a total portfolio value of $6.5B, covering 783 public equity positions.
In Q4 2025, Sagespring Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 783 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.39% | +0.12% | +3.33% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 6.36% | +0.11% | -0.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.49% | -0.22% | -1.38% | |
| 4 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 4.89% | +0.10% | +1.16% | |
| 5 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.70% | +0.10% | +9.23% | |
| 6 | PWRD | Tcw Transform Systems ETF | ETF-Other | 3.50% | -0.47% | -11.55% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.30% | +0.03% | -6.17% | |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.83% | -0.19% | — | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.75% | -0.17% | +12.21% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.74% | -0.09% | +3.15% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.59% | — | +9.58% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.27% | -0.17% | -6.40% | |
| 13 | BRTR | Ishares Total Return Act ETF | ETF-Other | 2.17% | +0.04% | — | |
| 14 | IYF | Ishares US Financials ETF | ETF-Other | 1.94% | -0.01% | +247.17% | |
| 15 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.89% | — | +10.22% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.83% | +0.03% | -4.73% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.82% | -0.19% | +0.24% | |
| 18 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.25% | +0.08% | +3.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.01% | +6.04% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.14% | -1.71% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.02% | +4.75% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.10% | +1.59% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -0.08% | -8.19% | |
| 24 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.97% | -0.32% | — | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.93% | +0.22% | -29.86% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.85% | -0.16% | -5.84% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.75% | -0.09% | +3.00% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | +9.47% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.68% | — | +7.29% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.01% | +4.28% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | +0.26% | |
| 32 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.54% | -0.05% | +1.96% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.52% | — | NEW | |
| 34 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.52% | -0.03% | — | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.52% | — | +4.65% | |
| 36 | ABLD | Aba Fcf Ral Aset Lad Etf-usd | ETF-Other | 0.50% | -0.07% | -42.21% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.05% | +14.10% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.02% | -5.55% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.05% | +2.46% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.02% | +1.02% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.08% | -7.65% | |
| 42 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.43% | -0.09% | -15.32% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.06% | -3.29% | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.40% | +0.02% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | — | -3.94% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.09% | +23.94% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.34% | — | +0.00% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.33% | -0.03% | -4.57% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | -0.01% | +9.57% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.31% | +0.05% | -3.46% |
According to official SEC Form 13F filings, Sagespring Wealth Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 783 disclosed positions in Q4 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 DYNF, FBCG, VOO) accounted for 23.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BAI
市值: $155.5M
Top Position Liquidated / Trimmed
QCJL
前期市值: $5.5M
During Q4 2025, Sagespring Wealth Partners, LLC's top holdings by market value included DYNF (6.4%)、FBCG (6.4%)、VOO (5.5%). The largest single position, DYNF, represented 6.4% of total portfolio value.
In Q4 2025, Sagespring Wealth Partners, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 18 holdings, and fully liquidating 2 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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