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CIK: 0002056425
Total reported value
$6.5B
$6.5B
791 檔
23.3%
In Q1 2026, Sagespring Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $6.5B, distributed across 791 disclosed stock positions.
In Q1 2026, Sagespring Wealth Partners, LLC displayed an active expansion posture, initiating 25 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 791 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 | 6.65% | +0.12% | -3.12% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 6.23% | +0.10% | +13.47% | |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 5.15% | +0.11% | -21.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.11% | -0.22% | -68.94% | |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.47% | -0.19% | +59.43% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.13% | +0.03% | -1.47% | |
| 7 | PWRD | Tcw Transform Systems ETF | ETF-Other | 3.76% | -0.47% | -10.42% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.71% | -0.17% | -0.13% | |
| 9 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 2.51% | +0.10% | -55.15% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.23% | +0.22% | +71.14% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.22% | -0.09% | -73.76% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.16% | -0.17% | -6.20% | |
| 13 | EMOP | AB Emrg Mrkt Opportuniti ETF | ETF-Other | 2.16% | +0.07% | — | |
| 14 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.79% | +0.04% | -16.65% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.19% | -96.20% | |
| 16 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.53% | — | -32.05% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.52% | +0.08% | +16.07% | |
| 18 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.35% | -0.32% | +55.46% | |
| 19 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.30% | — | +95.95% | |
| 20 | IYK | Ishares US Consumer Staples | ETF-Other | 1.15% | -0.28% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | +0.14% | +4.35% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.01% | +1.84% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.08% | +3.99% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.05% | — | +10200.33% | |
| 25 | ABLD | Aba Fcf Ral Aset Lad Etf-usd | ETF-Other | 1.03% | -0.07% | +90.89% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.02% | +0.46% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.96% | -0.09% | +28.71% | |
| 28 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.82% | -0.03% | +58.24% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.10% | +2.48% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.16% | -31.69% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | — | -79.85% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -6.89% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | +0.02% | +43.83% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.01% | -31.57% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.03% | +3.51% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.02% | -4.41% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.05% | +0.81% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.05% | -12.65% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.08% | -7.07% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.09% | +4.66% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.02% | -3.17% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.06% | +73.77% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | -0.01% | +40.60% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.34% | +0.03% | -85.22% | |
| 45 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.34% | -0.05% | -37.19% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.06% | -13.01% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | -0.03% | -4.95% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | — | -0.25% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | +5.40% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.29% | +0.05% | -3.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAI | Ishrs Ai In And Tech Act ETF | +1.6% | +59.43% | Add |
| 2 | JAVA | Jpmorgan Active Value ETF | +1.5% | +13.47% | Add |
| 3 | EFV | Ishares Msci Eafe Value ETF | +1.3% | +71.14% | Add |
| 4 | GOVT | Ishares US Treasury Bond ETF | +1% | +10200.33% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.8% | -1.47% | Trim |
| 6 | FDVV | Fidelity High Dividend ETF | +0.6% | +95.95% | Add |
| 7 | ABLD | Aba Fcf Ral Aset Lad Etf-usd | +0.5% | +90.89% | Add |
| 8 | IYG | Ishares U.s. Financial Servi | +0.4% | +55.46% | Add |
| 9 | INMU | Ishares Intermediate Muni In | +0.3% | +58.24% | Add |
| 10 | EMGF | Ishares Emerging Markets Equ | +0.3% | +16.07% | Add |
| 11 | PWRD | Tcw Transform Systems ETF | +0.3% | -10.42% | Trim |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | -3.12% | Trim |
| 13 | TLH | Ishares 10-20 Year Treasury | +0.2% | +28.71% | Add |
| 14 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +43.83% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +73.77% | Add |
| 16 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +2528.25% | Add |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +90.17% | Add |
| 18 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +40.60% | Add |
| 19 | SCHV | Schwab US Large-cap Value | +0.1% | +130.20% | Add |
| 20 | OEF | Ishares S&p 100 ETF | +0.1% | -85.56% | Trim |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +3.04% | Add |
| 22 | CVX | Chevron CORP | +0.1% | +15.59% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +4.66% | Add |
| 24 | CGUS | Cap Group Core Equity | +0.1% | +32.13% | Add |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +791.49% | Add |
| 26 | FDX | Fedex CORP | 0% | +179.46% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | +5.40% | Add |
| 28 | COST | Costco Wholesale CORP | 0% | +15.63% | Add |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +3.99% | Add |
| 30 | CAT | Caterpillar Inc | 0% | -7.65% | Trim |
| 31 | MPC | Marathon Petroleum CORP | 0% | -12.65% | Trim |
| 32 | NSC | Norfolk Southern CORP | 0% | +103.80% | Add |
| 33 | ICLN | Ishares Global Clean Energy | 0% | +4.22% | Add |
| 34 | AMAT | Applied Materials Inc | 0% | +15.85% | Add |
| 35 | VZ | Verizon Communications Inc | 0% | +10.37% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | +7.30% | Add |
| 37 | JMUB | Jpmorgan Municipal ETF | 0% | +11.92% | Add |
| 38 | AMGN | Amgen Inc | 0% | +14.53% | Add |
| 39 | MU | Micron Technology Inc | 0% | +12.41% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +0.38% | Add |
| 41 | TAFI | AB Tax Aware Short Dur Muni | 0% | +13.79% | Add |
| 42 | VEA | Vanguard Ftse Developed ETF | 0% | +12.10% | Add |
| 43 | ADI | Analog Devices Inc | 0% | +10.23% | Add |
| 44 | JMST | JPM Ultra-short Muni Income | 0% | +35.39% | Add |
| 45 | MRK | Merck & Co. Inc. | 0% | -0.24% | Trim |
| 46 | COP | Conocophillips | 0% | +33.70% | Add |
| 47 | AEM | Agnico Eagle Mines LTD | 0% | +18.62% | Add |
| 48 | BOND | Pimco Active Bond Exchange-t | 0% | +12.38% | Add |
| 49 | LIN | Linde plc | 0% | +23.08% | Add |
| 50 | NEE | Nextera Energy Inc | 0% | +8.19% | Add |
According to official SEC Form 13F filings, Sagespring Wealth Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 791 disclosed positions in Q1 2026.
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, JAVA, FBCG) accounted for 23.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
EMOP
市值: $118.4M
Top Position Liquidated / Trimmed
BNDX
前期市值: $28.7M
During Q1 2026, Sagespring Wealth Partners, LLC's top holdings by market value included DYNF (6.7%)、JAVA (6.2%)、FBCG (5.2%). The largest single position, DYNF, represented 6.7% of total portfolio value.
In Q1 2026, Sagespring Wealth Partners, LLC made 200 total portfolio adjustments, initiating 25 new buys, adding to 86 positions, trimming 81 holdings, and fully liquidating 8 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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