§ 13F · FUND PROFILE
SAGESPRING WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.1B (13F)Positions · 733Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$243M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | 6.27M | $365M | 6.6% | −3% |
| 2 | JAVA | J P MORGAN EXCHANGE TRADED F | 4.77M | $342M | 6.2% | +13% |
| 3 | FBCG | FIDELITY COVINGTON TRUST | 5.64M | $283M | 5.2% | −21% |
| 4 | VOO | VANGUARD INDEX FDS | 469K | $280M | 5.1% | −69% |
| 5 | BAI | BLACKROCK ETF TRUST | 7.45M | $245M | 4.5% | +59% |
| 6 | IVV | ISHARES TR | 347K | $227M | 4.1% | −1% |
| 7 | PWRD | TCW ETF TRUST | 2.11M | $206M | 3.8% | −10% |
| 8 | BINC | BLACKROCK ETF TRUST II | 2.86M | $149M | 2.7% | ±0% |
| 9 | ABFL | ABACUS FCF ETF TR | 1.94M | $138M | 2.5% | −55% |
| 10 | EFV | ISHARES TR | 1.65M | $122M | 2.2% | +71% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGESPRING SIGNAL
AC read
SAGESPRING WEALTH PARTNERS, LLC is a Other fund managing $5.1 billion in assets. The fund runs a broad portfolio of 733 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed