13F Insight
DOSSIER · 13F-HR · Q1 2026

SAGESPRING WEALTH PARTNERS, LLC

SAGESPRING WEALTH's family office based in Stamford, CT — $5.5B in tracked AUM across 791 positions as of Q1 2026.

SW
SAGESPRING WEALTH·Stamford, CT·Family Office
CIK 0002056425 · last filed Mar 31, 2026
Total AUM
$5.5B
▲ 3.1%
vs prior
Holdings
791
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Financials
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SAGESPRING WEALTH PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DYNF
BLACKROCK ETF TRUST
$365M6.3M6.6%
02
JAVA
J P MORGAN EXCHANGE TRADED F
$342M4.8M6.2%
03
FBCG
FIDELITY COVINGTON TRUST
$283M5.6M5.2%
04
VOO
VANGUARD INDEX FDS
$280M469K5.1%
05
BAI
BLACKROCK ETF TRUST
$245M7.4M4.5%
06
IVV
ISHARES TR
$227M347K4.1%
07
PWRD
TCW ETF TRUST
$206M2.1M3.8%
08
BINC
BLACKROCK ETF TRUST II
$149M2.9M2.7%
09
ABFL
ABACUS FCF ETF TR
$138M1.9M2.5%
10
EFV
ISHARES TR
$122M1.6M2.2%

Filing history

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