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CIK: 0002056425
Total reported value
$6.7B
$6.7B
846 檔
26.7%
During the Q2 2026 filing period, Sagespring Wealth Partners, LLC (CIK: 0002056425) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.7B across 846 reported positions.
In Q2 2026, Sagespring Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 121 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 846 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 | 6.77% | +0.23% | +3.40% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 6.33% | +0.08% | +8.86% | |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 5.26% | +0.17% | -2.27% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.89% | -0.14% | -1.08% | |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.28% | -0.36% | -29.07% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.16% | +0.06% | +4.08% | |
| 7 | PWRD | Tcw Transform Systems ETF | ETF-Other | 3.29% | -0.43% | -17.47% | |
| 8 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 2.61% | -0.14% | +2.05% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.54% | -0.09% | +10.40% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.45% | +0.13% | +26.38% | |
| 11 | EMOP | AB Emrg Mrkt Opportuniti ETF | ETF-Other | 2.23% | +0.04% | +2.73% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.13% | -0.05% | +14.12% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.99% | -0.04% | +2.49% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.96% | +0.11% | +11807.88% | |
| 15 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.83% | -0.14% | +20.54% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.60% | -0.06% | +2.75% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.53% | +0.04% | +8.72% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | -0.11% | +5.70% | |
| 19 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.30% | +0.04% | +8.79% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | -0.06% | +4.21% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.23% | +5.22% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.05% | — | +18.82% | |
| 23 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.03% | — | -17.45% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.24% | +5.90% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.97% | -0.02% | +10.18% | |
| 26 | ABLD | Aba Fcf Ral Aset Lad Etf-usd | ETF-Other | 0.96% | +0.04% | +14.14% | |
| 27 | IYK | Ishares US Consumer Staples | ETF-Other | 0.87% | — | -13.48% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.87% | -0.01% | +7.48% | |
| 29 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.79% | -0.13% | +13.81% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.29% | +3.93% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | +2.02% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | -0.02% | -0.48% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.60% | -0.07% | +10.08% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.03% | +5.59% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.05% | +1.26% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | +0.04% | +4.59% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.03% | +5.19% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | -0.06% | -1.01% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | +2.43% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.37% | +0.03% | -9.03% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | +0.13% | +2.68% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | — | +349.39% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.35% | -0.01% | -0.94% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.34% | -0.04% | -2.66% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | -0.02% | -7.62% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.14% | -0.23% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.07% | +3.26% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.02% | +3.24% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.01% | +302.79% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.07% | +1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1.9% | +11807.88% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +349.39% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.3% | NEW | New buy |
| 4 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +26.38% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +10.54% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +7.95% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.21% | Add |
| 8 | ✓ | +0.1% | NEW | New buy | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +3.40% | Add |
| 10 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | -2.27% | Trim |
| 11 | JAVA | Jpmorgan Active Value ETF | +0.1% | +8.86% | Add |
| 12 | ABFL | Abacus Fcf Leaders ETF | +0.1% | +2.05% | Add |
| 13 | EMGF | Ishares Emerging Markets Equ | +0.1% | +2.75% | Add |
| 14 | INTC | Intel CORP | +0.1% | +43.32% | Add |
| 15 | EMOP | AB Emrg Mrkt Opportuniti ETF | +0.1% | +2.73% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | +182.52% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | +515.57% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +1.40% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.19% | Add |
| 20 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -2.66% | Trim |
| 21 | JMUB | Jpmorgan Municipal ETF | +0.1% | +45.04% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | +3.17% | Add |
| 23 | BRTR | Ishares Total Return Act ETF | 0% | +20.54% | Add |
| 24 | LRCX | Lam Research CORP | 0% | +4.24% | Add |
| 25 | KLAC | Kla CORP | 0% | +873.57% | Add |
| 26 | SNDK | Sandisk CORP | 0% | +30.49% | Add |
| 27 | BBUS | Jpmorgan Betabuilders US Equ | 0% | NEW | New buy |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +4.08% | Add |
| 29 | IVW | Ishares S&p 500 Growth ETF | 0% | +2.02% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +1.26% | Add |
| 31 | IYW | Ishares Ustechnology ETF | 0% | -9.03% | Trim |
| 32 | IGM | Ishares Expanded Tech Sector | 0% | -2.25% | Trim |
| 33 | LLY | Eli Lilly & Co | 0% | +6.55% | Add |
| 34 | UNH | Unitedhealth Group Inc | 0% | +34.60% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +3.60% | Add |
| 36 | FCX | Freeport-mcmoran Inc | 0% | +132.60% | Add |
| 37 | NVDA | Nvidia CORP | 0% | +5.90% | Add |
| 38 | ITA | Ishares U.s. Aerospace & Def | 0% | +10.08% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +3.24% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.85% | Trim |
| 41 | IEF | Ishares 7-10 Year Treasury B | 0% | +50.69% | Add |
| 42 | MRVL | Marvell Technology Inc | 0% | +13.03% | Add |
| 43 | ADM | Archer-daniels-midland Co | 0% | +204.29% | Add |
| 44 | TXN | Texas Instruments Inc | 0% | +11.67% | Add |
| 45 | PANW | Palo Alto Networks Inc | 0% | +24.98% | Add |
| 46 | GLW | Corning Inc | 0% | -2.70% | Trim |
| 47 | STX | Seagate Technology Holdings plc | 0% | +13.19% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +14.41% | Add |
| 49 | ✓ | Carnival CORP LTD F | 0% | NEW | New buy |
| 50 | DELL | Dell Technologies -c | 0% | -1.96% | Trim |
According to official SEC Form 13F filings, Sagespring Wealth Partners, LLC reported a total U.S. public equity portfolio value of $6.7B across 846 disclosed positions in Q2 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 26.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCHX
市值: $17.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $11.6M
During Q2 2026, Sagespring Wealth Partners, LLC's top holdings by market value included DYNF (6.8%)、JAVA (6.3%)、FBCG (5.3%). The largest single position, DYNF, represented 6.8% of total portfolio value.
In Q2 2026, Sagespring Wealth Partners, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 121 positions, trimming 65 holdings, and fully liquidating 4 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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