DOSSIER · 13F-HR · Q3 2026

SAGESPRING WEALTH PARTNERS, LLC

$6.7B in tracked AUM across 883 positions as of Q3 2026.

SW
CIK 0002056425 · last filed Sep 30, 2026
Total AUM
$6.7B
as of Q3 2026
Holdings
883
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SAGESPRING WEALTH PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DYNF
BLACKROCK ETF TRUST
$470M6.8M7.0%
02
JAVA
J P MORGAN EXCHANGE TRADED F
$431M5.4M6.4%
03
FBCG
FIDELITY COVINGTON TRUST
$365M5.8M5.4%
04
VOO
VANGUARD INDEX FDS
$319M455K4.8%
05
IVV
ISHARES TR
$283M370K4.2%
06
BAI
BLACKROCK ETF TRUST
$263M5.6M3.9%
07
PWRD
TCW ETF TRUST
$192M1.8M2.9%
08
EFV
ISHARES TR
$173M2.2M2.6%
09
ABFL
ABACUS FCF ETF TR
$166M2.1M2.5%
10
BINC
BLACKROCK ETF TRUST II
$165M3.2M2.5%

Filing history

2026Q3Sep 30
$6.7B▲ 3.1%
883 positionsView →
2026Q2Jun 30
$6.5B▲ 18.6%
846 positionsView →
2026Q1Mar 31
$5.5B▼ 0.3%
791 positionsView →
2025Q4Dec 31
$5.5B▲ 125.0%
783 positionsView →
2025Q3Sep 30
$2.4B▲ 11.0%
349 positionsLocked
2025Q2Jun 30
$2.2B▲ 22.2%
335 positionsLocked
2025Q1Mar 31
$1.8B▼ 52.4%
304 positionsLocked
2024Q4Dec 31
$3.8B—
602 positionsLocked