13F Insight
DOSSIER · 13F-HR · Q2 2026

SAGESPRING WEALTH PARTNERS, LLC

$6.5B in tracked AUM across 846 positions as of Q2 2026.

SW
CIK 0002056425 · last filed Jun 30, 2026
Total AUM
$6.5B
as of Q2 2026
Holdings
846
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SAGESPRING WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DYNF
BLACKROCK ETF TRUST
$441M6.5M6.8%02
JAVA
J P MORGAN EXCHANGE TRADED F
$412M5.2M6.3%03
FBCG
FIDELITY COVINGTON TRUST
$342M5.5M5.3%04
VOO
VANGUARD INDEX FDS
$319M464K4.9%05
BAI
BLACKROCK ETF TRUST
$278M5.3M4.3%06
IVV
ISHARES TR
$270M361K4.2%07
PWRD
TCW ETF TRUST
$214M1.7M3.3%08
ABFL
ABACUS FCF ETF TR
$170M2.0M2.6%09
BINC
BLACKROCK ETF TRUST II
$165M3.2M2.5%10
EFV
ISHARES TR
$159M2.1M2.4%

Filing history

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 positionsView →2025Q2Jun 30
$2.2B▲ 22.2%
335 positionsLocked2025Q1Mar 31
$1.8B▼ 52.4%
304 positionsLocked2024Q4Dec 31
$3.8B—
602 positionsLocked