SAGESPRING WEALTH PARTNERS, LLC

Q1 2026 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    791

  • Value ($000)

    $5,485,842

  • Date Filed
    05/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$364.7M
7 %

6,268,470

JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
$341.91M
6 %

4,765,340

FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$282.78M
5 %

5,642,044

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$280.14M
5 %

468,814

---

BLACKROCK ETF TRUST

ISHARES A I INNO
$245.33M
5 %

7,445,617

IVV

ISHARES TR

CORE S&P500 ETF
$226.67M
4 %

347,015

NETZ

TCW ETF TRUST

TRANSFORM SYSTEM
$206.01M
4 %

2,107,222

BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$148.65M
3 %

2,862,506

---

ABACUS FCF ETF TR

ABACUS FCF LEADE
$137.75M
3 %

1,936,319

EFV

ISHARES TR

EAFE VALUE ETF
$122.4M
2 %

1,646,319

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