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SAGESPRING WEALTH PARTNERS, LLC
SAGESPRING WEALTH PARTNERS, LLC
Latest filing: 2026-06-30
SAGESPRING WEALTH PARTNERS, LLC runs SAGESPRING WEALTH PARTNERS, LLC and currently holds 846 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $6.51B. Their top holdings are DYNF, JAVA, FBCG, VOO, BAI. The top five represent 27.5% of reported portfolio weight. SAGESPRING WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SAGESPRING WEALTH PARTNERS, LLC initiated 1 new position. They added to 67 existing positions. They trimmed 32 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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846 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DYNF BLACKROCK ETF TRUST | 6.77% | $53.21 | $69.07 | +29.81% | Added +3.40% |
 JAVA J P MORGAN EXCHANGE TRADED F | 6.33% | $67.20 | $83.01 | +23.53% | Added +8.86% |
 FBCG FIDELITY COVINGTON TRUST | 5.26% | $46.47 | $61.56 | +32.46% | Trimmed -2.27% |
 VOO VANGUARD INDEX FDS | 4.89% | $524.18 | $703.77 | +34.26% | Trimmed -1.08% |
 BAI BLACKROCK ETF TRUST | 4.28% | $33.17 | $44.27 | +33.46% | Trimmed -29.07% |
 IVV ISHARES TR | 4.16% | $599.76 | $769.30 | +28.27% | Added +4.08% |
 BINC BLACKROCK ETF TRUST II | 2.54% | $52.20 | $52.03 | -0.33% | Added +10.40% |
 EFV ISHARES TR | 2.45% | $66.47 | $82.23 | +23.70% | Added +26.38% |
 FBND FIDELITY MERRIMACK STR TR | 2.13% | $45.06 | $44.89 | -0.39% | Added +14.12% |
 IEFA ISHARES TR | 1.99% | $71.68 | $100.87 | +40.72% | Added +2.49% |
Showing 1-10 of 846