SAGESPRING WEALTH PARTNERS, LLC

Q3 2025 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    733

  • Value ($000)

    $5,108,830

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0002056425
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FBCG
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$342.99 M
7 %

7,176,954

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$329.96 M
7 %

6,261,866

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$308.21 M
6 %

1,530,698

---

TRIMTABS ETF TR

FCF US QLTY ETF
$268.09 M
5 %

4,267,381

NETZ
NETZ

TCW TRANSFORM ETF TRUST

TRANSFORM SYSTEM
$225.97 M
4 %

2,659,509

JAVA
JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
$224.36 M
4 %

3,844,734

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$193.09 M
4 %

375,360

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$137.22 M
3 %

9,869,968

BINC
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$135.99 M
3 %

2,554,199

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$130.09 M
3 %

1,489,967

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