SAGESPRING WEALTH PARTNERS, LLC

Q2 2025 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    706

  • Value ($000)

    $4,642,026

  • Date Filed
    07/28/2025
  • Form type
    13F-HR
  • CIK
    0002056425
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FBCG
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$300.46M
7 %

6,228,360

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$295.78M
6 %

1,547,982

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$291.09M
6 %

5,344,939

---

TRIMTABS ETF TR

FCF US QLTY ETF
$248.01M
5 %

3,504,909

NETZ
NETZ

TCW TRANSFORM ETF TRUST

TRANSFORM SYSTEM
$202.38M
4 %

2,244,387

JAVA
JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
$201.07M
4 %

3,069,729

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$169.86M
4 %

360,425

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$129.61M
3 %

9,733,745

BINC
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$125.08M
3 %

2,367,183

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$121.36M
3 %

1,453,725

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