Institutions / Sagespring Wealth Partners, LLC
Sagespring Wealth Partners, LLC
CIK 2056425 · Institution · as of Dec 31, 2025
Portfolio value
$5.50B
Positions
783
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 783 →
| Company | Value | % of portfolio |
|---|---|---|
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $351.58M | 6.4% |
| Fidelity Covington Trust | $350.02M | 6.4% |
| Vanguard Index Fds | $302.34M | 5.5% |
| Trimtabs ETF Tr | $269.41M | 4.9% |
| J P Morgan Exchange Traded F | $258.77M | 4.7% |
| Tcw Transform ETF Trust | $192.89M | 3.5% |
| iShares Tr | $181.73M | 3.3% |
| BlackRock ETF Trust | $155.52M | 2.8% |
| BlackRock ETF Trust II | $151.25M | 2.7% |
| Fidelity Merrimack Str Tr | $150.98M | 2.7% |
| iShares Inc | $142.31M | 2.6% |
| iShares Tr | $124.77M | 2.3% |
| BlackRock ETF Trust II | $119.44M | 2.2% |
| iShares Tr | $106.60M | 1.9% |
| J P Morgan Exchange Traded F | $103.80M | 1.9% |
| iShares Tr | $100.49M | 1.8% |
| iShares Tr | $100.23M | 1.8% |
| iShares Inc | $68.90M | 1.3% |
| Apple Inc. | $63.40M | 1.2% |
| Invesco Qqq Tr | $62.81M | 1.1% |
| NVIDIA Corp | $57.25M | 1.0% |
| Microsoft Corp | $56.32M | 1.0% |
| iShares Tr | $55.93M | 1.0% |
| iShares Tr | $53.18M | 1.0% |
| iShares Tr | $51.09M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.