SAGESPRING WEALTH PARTNERS, LLC

Est. AUM

$5.48B

13F long equity, this entity only

Positions

788

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BLACKROCK ETF TRUST	ISHARES US EQUIT	$364.7M	6268470	6.65%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$341.9M	4765340	6.24%	SOLE
3	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$282.8M	5642044	5.16%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$280.1M	468814	5.11%	SOLE
5	BLACKROCK ETF TRUST	ISHARES A I INNO	$245.3M	7445617	4.47%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$226.7M	347015	4.13%	SOLE
7	TCW ETF TRUST	TRANSFORM SYSTEM	$206.0M	2107222	3.76%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$148.7M	2862506	2.71%	SOLE
9	ABACUS FCF ETF TR	ABACUS FCF LEADE	$137.8M	1936319	2.51%	SOLE
10	ISHARES TR	EAFE VALUE ETF	$122.4M	1646319	2.23%	SOLE
11	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$121.9M	2671846	2.22%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$118.4M	1308185	2.16%	SOLE
13	AB ACTIVE ETFS INC	EMERGING MKTS OP	$118.4M	2702590	2.16%	SOLE
14	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$98.4M	1960645	1.79%	SOLE
15	ISHARES TR	CORE US AGGBD ET	$92.3M	929676	1.68%	SOLE
16	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$84.0M	1109538	1.53%	SOLE
17	ISHARES INC	EMNG MKTS EQT	$83.5M	1382441	1.52%	SOLE
18	ISHARES TR	U.S. FIN SVC ETF	$74.2M	896103	1.35%	SOLE
19	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$71.1M	1287643	1.30%	SOLE
20	ISHARES TR	US CONSM STAPLES	$63.1M	900649	1.15%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$61.6M	106688	1.12%	SOLE
22	APPLE INC	COM	$60.3M	237510	1.10%	SOLE
23	ISHARES TR	3 7 YR TREAS BD	$57.8M	487319	1.05%	SOLE
24	ISHARES TR	US TREAS BD ETF	$57.6M	2514722	1.05%	SOLE
25	ABACUS FCF ETF TR	ABACUS FCF REAL	$56.7M	1814543	1.03%	SOLE
26	NVIDIA CORPORATION	COM	$53.8M	308369	0.98%	SOLE
27	ISHARES TR	10-20 YR TRS ETF	$52.7M	522773	0.96%	SOLE
28	BLACKROCK ETF TRUST II	ISHARES INTERMED	$44.7M	1871246	0.82%	SOLE
29	MICROSOFT CORP	COM	$44.2M	119355	0.81%	SOLE
30	ISHARES GOLD TR	ISHARES NEW	$34.9M	395791	0.64%	SOLE
31	ISHARES INC	CORE MSCI EMKT	$33.9M	486116	0.62%	SOLE
32	ISHARES TR	S&P 500 GRWT ETF	$32.6M	288548	0.60%	SOLE
33	ISHARES TR	US AER DEF ETF	$32.1M	146539	0.58%	SOLE
34	AMAZON COM INC	COM	$28.9M	138909	0.53%	SOLE
35	BROADCOM INC	COM	$27.7M	89454	0.50%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$24.7M	365596	0.45%	SOLE
37	ALPHABET INC	CAP STK CL A	$23.3M	80865	0.42%	SOLE
38	ISHARES TR	NATIONAL MUN ETF	$22.7M	213882	0.41%	SOLE
39	ISHARES TR	MSCI USA MIN VOL	$22.6M	243173	0.41%	SOLE
40	WALMART INC	COM	$22.3M	179240	0.41%	SOLE
41	JPMORGAN CHASE & CO	COM	$21.8M	74097	0.40%	SOLE
42	VANGUARD MUN BD FDS	TAX EXEMPT BD	$21.1M	423749	0.39%	SOLE
43	ISHARES TR	CORE S&P TTL STK	$20.0M	140440	0.36%	SOLE
44	ISHARES TR	U.S. TECH ETF	$18.8M	103774	0.34%	SOLE
45	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$18.5M	344461	0.34%	SOLE
46	META PLATFORMS INC	CL A	$17.5M	30605	0.32%	SOLE
47	VANGUARD INDEX FDS	MID CAP ETF	$17.3M	60276	0.32%	SOLE
48	ISHARES TR	RUS 1000 GRW ETF	$17.2M	40245	0.31%	SOLE
49	ALPHABET INC	CAP STK CL C	$16.3M	56841	0.30%	SOLE
50	ISHARES TR	MSCI USA MMENTM	$15.9M	66172	0.29%	SOLE

1–50 of 788

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.