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Sagespring Wealth Partners - Q4 2025 13F Filings

SA

Sagespring Wealth Partners, LLC

CIK: 0002056425
Address: Tennessee Franklin 701 Cool Springs Blvd Suite 500
$5.5 B
Portfolio Value
783
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/03/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BAI Ishares Ai Innovation And Tech Active Etf
+$155.52 M
2. BRTR Ishares Total Return Active Etf
+$119.44 M
3. IYF Ishares Us Financials Etf
+$75.9 M
4. IYG Ishares Us Financial Services Etf
+$53.18 M
5. INMU Ishares Intermediate Muni Income Active Etf
+$28.43 M

Top Sells

Q4 2025
1. PWRD Tcw Transform Systems Etf
−$25.18 M
2. QUAL Ishares Msci Usa Quality Factor Etf
−$22.79 M
3. EFV Ishares Msci Eafe Value Etf
−$21.75 M
4. ABLD Abacus Fcf Real Assets Leaders Etf
−$20.2 M
5. IVV Ishares Core S&P 500 Etf
−$11.95 M

Asset Allocation

Stocks/ETFs
+7.64%
$5.36 B 97.45%
Options
$0 0.00%
Debt
$0 0.00%
Other
+11.36%
$140.25 M 2.55%

Sector Allocation (Stocks)

Sagespring Wealth Partners Q4 2025 Filing Summary

Sagespring Wealth Partners, LLC filed its 13F report for Q4 2025 on January 07, 2026. The portfolio totaled 5.5 B reflecting a +7.74% change from the prior quarter, spanning 783 assets. The top 10 holdings comprised 44.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 87 new positions and 37 complete exits.

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FAQs for Sagespring Wealth Partners’s Q4 2025 Filing

Sagespring Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 01/07/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Sagespring Wealth Partners reported a managed portfolio value of 5.5 B, consisting of 783 individual positions.

This page displays the raw filing documents. To see which stocks Sagespring Wealth Partners bought or sold during Q4 2025, please visit Sagespring Wealth Partners's Portfolio Analysis page.