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
D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$351.58M
6 %

6,470,093

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$350.02M
6 %

7,168,069

V
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

J
JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
$258.77M
5 %

4,199,747

N
NETZ

TCW TRANSFORM ETF TRUST

TRANSFORM SYSTEM
$192.89M
4 %

2,352,369

I
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

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$151.25M
3 %

2,866,189

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$150.98M
3 %

10,181,189

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