SAGESPRING WEALTH PARTNERS, LLC

Q3 2025 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    733

  • Value ($000)

    $5,108,830

  • Date Filed
    10/31/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
316092352
$342.99M
7 %

7,176,954

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$329.96M
7 %

6,261,866

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$308.21M
6 %

1,530,698

---

TRIMTABS ETF TR

FCF US QLTY ETF
89628W302
$268.09M
5 %

4,267,381

N
NETZ

TCW TRANSFORM ETF TRUST

TRANSFORM SYSTEM
29287L205
$225.97M
4 %

2,659,509

J
JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
46641Q167
$224.36M
4 %

3,844,734

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$193.09M
4 %

375,360

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$137.22M
3 %

9,869,968

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$135.99M
3 %

2,554,199

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$130.09M
3 %

1,489,967

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