Sagespring Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sagespring Wealth Partners, LLC reported 602 stock positions worth $3.8 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.9% of the portfolio, followed by Fidelity Blue Chip Grow ETF (FBCG, 6.5%) and Ishrs US E F R A ETF-Usd (DYNF, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0002056425
- Portfolio Value
- $3.8B (Q4 2024)
- SEC Filing
- 0002056425-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 602 stocks · $3.8B
| VOO Vanguard S&P 500 ETF | 8.85% | 653,408 | $335.3M | — |
| FBCG Fidelity Blue Chip Grow ETF | 6.48% | 5,304,068 | $245.4M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.10% | 4,510,417 | $231.2M | — |
| ABFL Abacus FCF Leaders ETF | 5.31% | 3,024,502 | $201.0M | — |
| IVV iShares Core S&P 500 ETF | 3.67% | 322,204 | $138.9M | — |
| PWRD TCW Transform Systems ETF | 3.65% | 1,905,886 | $138.3M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 3.53% | 2,573,599 | $133.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 3.25% | 1,752,293 | $123.2M | — |
| FVAL Fidelity Value Factor ETF | 3.16% | 1,946,715 | $119.8M | — |
| AGG iShares Core U.S. Aggregate | 3.11% | 25,522,515 | $117.7M | — |
| IYW iShares Ustechnology ETF | 2.38% | 565,671 | $90.2M | — |
| FBND Fidelity Total Bond ETF | 2.27% | 8,809,902 | $86.0M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.96% | 1,340,000 | $74.3M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.82% | 711,460 | $68.9M | — |
| EFV iShares MSCI Eafe Value ETF | 1.66% | 1,201,244 | $63.0M | — |
| QUAL iShares MSCI USA Quality Fac | 1.65% | 351,020 | $62.5M | — |
| HELO JPMorgan Hedged Equity ETF | 1.56% | 951,140 | $59.0M | — |
| ABLG Abac FCF Intern Lead ETF-Usd | 1.46% | 1,931,922 | $55.4M | — |
| MTUM iShares MSCI USA Momentum Fa | 1.35% | 246,734 | $51.1M | — |
| IJH iShares Core S&P Midcap ETF | 1.20% | 728,729 | $45.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.14% | 863,953 | $43.3M | — |
| AAPL Apple Inc. | 1.08% | 163,081 | $40.8M | — |
| MSFT Microsoft Corp. | 1.01% | 90,762 | $38.3M | — |
| IJR iShares Core S&P Small-Cap E | 0.99% | 326,853 | $37.7M | — |
| IEMG iShares Core MSCI Emerging | 0.96% | 694,732 | $36.3M | — |
| IXC iShares Global Energy ETF | 0.89% | 878,310 | $33.5M | — |
| USMV iShares MSCI USA Min Vol Fac | 0.85% | 361,850 | $32.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 112,564 | $29.7M | — |
| MUNI PIMCO Intermediate Municipal | 0.77% | 566,606 | $29.3M | — |
| NVDA Nvidia Corp. | 0.77% | 216,169 | $29.0M | — |
| BNDX Vanguard Total Intl Bond ETF | 0.73% | 27,601,006 | $27.6M | — |
| TLT iShares 20+ Year Treasury BD | 0.67% | 291,963 | $25.5M | — |
| PYLD PIMCO Multisector Bond Actv | 0.62% | 908,663 | $23.6M | — |
| AMZN Amazon.com Inc. | 0.56% | 158,404 | $21.2M | — |
| TLH iShares 10-20 Year Treasury | 0.55% | 210,686 | $21.0M | — |
| EMGF iShares Emerging Markets Equ | 0.48% | 402,035 | $18.2M | — |
| BND Vanguard Total Bond Market | 0.48% | 17,163,757 | $18.1M | — |
| IWF iShares Russell 1000 Growth | 0.47% | 44,342 | $17.8M | — |
| MUB iShares National Muni Bond E | 0.45% | 159,602 | $17.0M | — |
| AVGO Broadcom Inc. | 0.41% | 66,449 | $15.4M | — |
| JPM JPMorgan Chase & Co. | 0.39% | 61,943 | $14.8M | — |
| IVW iShares S&P 500 Growth ETF | 0.37% | 139,683 | $14.2M | — |
| META Meta Platforms Inc. Class A | 0.37% | 24,132 | $14.1M | — |
| EMB iShares JP Morgan Usd Emergi | 0.36% | 152,901 | $13.6M | — |
| HD Home Depot Inc. | 0.35% | 34,434 | $13.4M | — |
| IWD iShares Russell 1000 Value E | 0.30% | 61,277 | $11.3M | — |
| WMT Walmart Inc. | 0.29% | 121,434 | $11.0M | — |
| GOOGL Alphabet Inc. Class A | 0.29% | 57,169 | $10.8M | — |
| V Visa Inc. Class A | 0.28% | 33,590 | $10.6M | — |
| IAU iShares Gold Trust | 0.27% | 207,610 | $10.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 21,402 | $9.7M | — |
| DGRO iShares Core Dividend Growth | 0.25% | 153,101 | $9.4M | — |
| TSLA Tesla Inc. | 0.24% | 22,600 | $9.1M | — |
| UNH Unitedhealth Group Inc. | 0.23% | 17,514 | $8.9M | — |
| USHY iShares Broad Usd High Yield | 0.22% | 223,704 | $8.2M | — |
| PG The Procter & Gamble Co. | 0.20% | 46,053 | $7.7M | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.20% | 217,275 | $7.6M | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.19% | 178,348 | $7.2M | — |
| CAT Caterpillar Inc. | 0.19% | 19,539 | $7.1M | — |
| GOOG Alphabet Inc. Class C | 0.19% | 36,898 | $7.0M | — |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 122,128 | $7.0M | — |
| LLY Eli Lilly & Co. | 0.18% | 8,800 | $6.8M | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.18% | 119,896 | $6.8M | — |
| PM Philip Morris International | 0.17% | 54,367 | $6.5M | — |
| ETN Eaton Corp. PLC | 0.17% | 19,433 | $6.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 57,628 | $5.7M | — |
| CME Cme Group Inc. | 0.15% | 24,366 | $5.7M | — |
| COST Costco Wholesale Corp. | 0.15% | 6,141 | $5.6M | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.15% | 219,618 | $5.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 144,264 | $5.4M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 44,996 | $5.4M | — |
| MRK Merck & Co. Inc. | 0.14% | 52,963 | $5.3M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 23,771 | $5.2M | — |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 26,274 | $5.1M | — |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 38,752 | $5.1M | — |
| FCOR Fidelity Corporate Bond ETF | 0.13% | 5,103,000 | $5.1M | — |
| JQUA JPMorgan US Quality Factor | 0.13% | 87,202 | $5.0M | — |
| MDY State Street SPDR S&P Midcap | 0.13% | 8,711 | $5.0M | — |
| CRM Salesforce Inc. | 0.13% | 14,765 | $4.9M | — |
| XOM Exxon Mobil Corp. | 0.13% | 45,880 | $4.9M | — |
| SO The Southern Co. | 0.13% | 59,436 | $4.9M | — |
| GS Goldman Sachs Group Inc. | 0.13% | 8,536 | $4.9M | — |
| HON Honeywell International Inc. | 0.12% | 20,142 | $4.5M | — |
| SUB iShares Short-Term National | 0.12% | 42,762 | $4.5M | — |
| MSI Motorola Solutions Inc. | 0.12% | 9,730 | $4.5M | — |
| SMMV iShares MSCI USA Small-Cap M | 0.12% | 107,558 | $4.5M | — |
| CVX Chevron Corp. | 0.12% | 30,597 | $4.4M | — |
| ITOT iShares Core S&P Total U.S. | 0.11% | 33,288 | $4.3M | — |
| VZ Verizon Communications Inc. | 0.11% | 105,556 | $4.2M | — |
| MCD McDonald's Corp. | 0.11% | 14,014 | $4.1M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.11% | 44,193 | $4.0M | — |
| MPC Marathon Petroleum Corp. | 0.10% | 28,451 | $4.0M | — |
| AXP American Express Co. | 0.10% | 13,360 | $4.0M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.10% | 61,167 | $3.9M | — |
| CGGR Cap Group Growth Equity | 0.10% | 105,835 | $3.9M | — |
| MA Mastercard Inc. Class A | 0.10% | 7,435 | $3.9M | — |
| JNJ Johnson & Johnson | 0.10% | 26,620 | $3.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 7,438 | $3.8M | — |
| AMGN Amgen Inc. | 0.10% | 14,505 | $3.8M | — |
| NFLX Netflix Inc. | 0.10% | 4,204 | $3.7M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 846 | $6.5B | DYNF, JAVA, FBCG, VOO, BAI |
| Q1 2026 | 790 | $5.5B | DYNF, JAVA, FBCG, VOO, BAI |
| Q4 2025 | 783 | $5.5B | DYNF, FBCG, VOO, ABFL, JAVA |
| Q3 2025 | 733 | $5.1B | FBCG, DYNF, VOO, ABFL, PWRD |
| Q2 2025 | 706 | $4.6B | FBCG, VOO, DYNF, ABFL, PWRD |
| Q1 2025 | 651 | $4.0B | VOO, FBCG, DYNF, ABFL, JAVA |
| Q4 2024 | 602 | $3.8B | VOO, FBCG, DYNF, ABFL, IVV |