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Sagespring Wealth Partners - Q1 2026 13F Filings

SA

Sagespring Wealth Partners, LLC

CIK: 0002056425
Address: Tennessee Franklin 701 Cool Springs Blvd Suite 500
$5.49 B
Portfolio Value
791
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. EMOP Ab Emerging Markets Opportunities Etf
+$118.43 M
2. BAI Ishares Ai Innovation And Tech Active Etf
+$91.45 M
3. JIRE Jpmorgan Int Res Enh Eqty
+$84.04 M
4. IYK Ishares Us Consumer Staples Etf
+$63.07 M
5. GOVT Ishares Us Treasury Bond Etf
+$57.05 M

Top Sells

Q1 2026
1. AGG Ishares Core Us Aggregate Bond Etf
−$2.34 B
2. BND Vanguard Total Bond Market Etf
−$1.29 B
3. VOO Vanguard S&P 500 Etf
−$621.89 M
4. FBND Fidelity Total Bond Etf
−$342.58 M
5. ABFL Abacus Fcf Leaders Etf
−$169.37 M

Asset Allocation

Stocks/ETFs
+2.25%
$5.48 B 99.98%
Options
$0 0.00%
Debt
$0 0.00%
Other
-99.16%
$1.17 M 0.02%

Sector Allocation (Stocks)

Sagespring Wealth Partners Q1 2026 Filing Summary

Sagespring Wealth Partners, LLC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 5.49 B reflecting a -0.33% change from the prior quarter, spanning 791 assets. The top 10 holdings comprised 43.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 79 new positions and 61 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Sagespring Wealth Partners’s Q1 2026 Filing

Sagespring Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Sagespring Wealth Partners reported a managed portfolio value of 5.49 B, consisting of 791 individual positions.

This page displays the raw filing documents. To see which stocks Sagespring Wealth Partners bought or sold during Q1 2026, please visit Sagespring Wealth Partners's Portfolio Analysis page.