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SAGESPRING WEALTH PARTNERS, LLC 13F portfolio summary

SAGESPRING WEALTH PARTNERS, LLC of SAGESPRING WEALTH PARTNERS, LLC has 778 current stock holdings with a reported portfolio value of $5.49B. The portfolio 1 year return is +17.69%. Top holdings include CGCB (0.00%), AWK (0.00%), BBD (0.00%), AAAU (0.00%), CW (0.00%).

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SAGESPRING WEALTH PARTNERS, LLC

SAGESPRING WEALTH PARTNERS, LLC
Latest filing: 2026-03-31

SAGESPRING WEALTH PARTNERS, LLC runs SAGESPRING WEALTH PARTNERS, LLC and currently holds 778 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $5.49B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SAGESPRING WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SAGESPRING WEALTH PARTNERS, LLC's portfolio at SAGESPRING WEALTH PARTNERS, LLC has delivered returns of +17.69%. Their 3-year annualized return is +17.63%. Looking at the 5-year horizon, SAGESPRING WEALTH PARTNERS, LLC has achieved +17.63% annualized returns at SAGESPRING WEALTH PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.69%
#0/1000
3 Year
+17.63%
#0/1000
5 Year
+17.63%
#0/1000

Portfolio Value

$5.49B

Alpha Score

15.6

#0 of 1000

Holdings

778

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change