SAGESPRING WEALTH PARTNERS, LLC

Q4 2025 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    783

  • Value ($000)

    $5,504,010

  • Date Filed
    01/07/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$351.58M
6 %

6,470,093

FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$350.02M
6 %

7,168,069

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$302.34M
6 %

1,509,542

---

TRIMTABS ETF TR

FCF US QLTY ETF
$269.41M
5 %

4,317,077

JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
$258.77M
5 %

4,199,747

NETZ

TCW TRANSFORM ETF TRUST

TRANSFORM SYSTEM
$192.89M
4 %

2,352,369

IVV

ISHARES TR

CORE S&P500 ETF
$181.73M
3 %

352,191

---

BLACKROCK ETF TRUST

ISHARES A I INNO
$155.52M
3 %

4,670,219

BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$151.25M
3 %

2,866,189

FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$150.98M
3 %

10,181,189

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