Sagespring Wealth Partners, LLC Top Holdings and 13F Report (2025) About Sagespring Wealth Partners, LLCInvestment ActivitySagespring Wealth Partners, LLC has $3.79 billion in total holdings as of December 31, 2024.Sagespring Wealth Partners, LLC owns shares of 602 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $335,296,765Fidelity Blue Chip Growth ETF $245,366,191iShares U.S. Equity Factor Rotation Active ETF $231,158,890FCF US Quality ETF $201,027,784iShares Core S&P 500 ETF $138,928,868 Sector AllocationMap of 500 Largest Holdings ofSagespring Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$335,296,765653,4088.9%ETFFBCGFidelity Blue Chip Growth ETF$245,366,1915,304,0686.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$231,158,8904,510,4176.1%ETFTTACFCF US Quality ETF$201,027,7843,024,5025.3%ETFIVViShares Core S&P 500 ETF$138,928,868322,2043.7%ETFNETZTCW Transform Systems ETF$138,310,1501,905,8863.7%ETFBINCiShares Flexible Income Active ETF$133,878,6022,573,5993.5%ETFIEFAiShares Core MSCI EAFE ETF$123,151,1671,752,2933.3%ETFFVALFidelity Value Factor ETF$119,767,9331,946,7153.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$117,741,35325,522,5153.1%FinanceIYWiShares U.S. Technology ETF$90,235,906565,6712.4%ManufacturingFBNDFidelity Total Bond ETF$86,016,8188,809,9022.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$74,302,9821,340,0002.0%ManufacturingEFGiShares MSCI EAFE Growth ETF$68,890,669711,4601.8%ETFEFViShares MSCI EAFE Value ETF$63,029,2731,201,2441.7%ETFQUALiShares MSCI USA Quality Factor ETF$62,509,709351,0201.7%ETFJ P MORGAN EXCHANGE TRADED F$59,008,724951,1401.6%HEDGED EQUITY LATTAIFCF International Quality ETF$55,386,0871,931,9221.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$51,054,118246,7341.3%ETFIJHiShares Core S&P Mid-Cap ETF$45,407,084728,7291.2%ETFVTEBVanguard Tax-Exempt Bond ETF$43,309,968863,9531.1%ETFAAPLApple$40,838,796163,0811.1%Computer and TechnologyMSFTMicrosoft$38,256,37290,7621.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$37,659,999326,8531.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$36,278,904694,7321.0%ETFIXCiShares Global Energy ETF$33,533,877878,3100.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$32,128,640361,8500.8%ETFVOVanguard Mid-Cap ETF$29,731,551112,5640.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$29,310,511566,6060.8%ETFNVDANVIDIA$29,029,383216,1690.8%Computer and TechnologyBNDXVanguard Total International Bond ETF$27,601,30127,601,0060.7%ETFTLTiShares 20+ Year Treasury Bond ETF$25,497,162291,9630.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$23,552,541908,6630.6%ETFAMZNAmazon.com$21,212,032158,4040.6%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$20,971,648210,6860.6%ETFEMGFiShares Emerging Markets Equity Factor ETF$18,182,830402,0350.5%ETFBNDVanguard Total Bond Market ETF$18,139,26117,163,7570.5%ETFIWFiShares Russell 1000 Growth ETF$17,806,83844,3420.5%ETFMUBiShares National Muni Bond ETF$17,005,551159,6020.4%ETFAVGOBroadcom$15,405,45766,4490.4%Computer and TechnologyJPMJPMorgan Chase & Co.$14,848,32261,9430.4%FinanceIVWiShares S&P 500 Growth ETF$14,181,982139,6830.4%ETFMETAMeta Platforms$14,129,72624,1320.4%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$13,614,277152,9010.4%ETFHDHome Depot$13,394,53434,4340.4%Retail/WholesaleIWDiShares Russell 1000 Value ETF$11,344,21861,2770.3%ETFWMTWalmart$10,971,529121,4340.3%Retail/WholesaleGOOGLAlphabet$10,822,03257,1690.3%Computer and TechnologyVVisa$10,615,92933,5900.3%Business ServicesIAUiShares Gold Trust$10,278,777207,6100.3%FinanceBRK.BBerkshire Hathaway$9,700,96321,4020.3%FinanceDGROiShares Core Dividend Growth ETF$9,391,211153,1010.2%ETFTSLATesla$9,126,91722,6000.2%Auto/Tires/TrucksUNHUnitedHealth Group$8,859,50417,5140.2%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$8,230,073223,7040.2%ETFPGProcter & Gamble$7,720,71646,0530.2%Consumer StaplesCGUSCapital Group Core Equity ETF$7,598,119217,2750.2%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,219,514178,3480.2%ETFCATCaterpillar$7,088,09519,5390.2%Industrial ProductsGOOGAlphabet$7,026,87636,8980.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$7,026,012122,1280.2%ETFLLYEli Lilly and Company$6,793,7378,8000.2%MedicalCOWZPacer US Cash Cows 100 ETF$6,771,703119,8960.2%ETFPMPhilip Morris International$6,543,10354,3670.2%Consumer StaplesETNEaton$6,449,30319,4330.2%Industrial ProductsVTIVanguard Total Stock Market ETF$5,712,07257,6280.2%ETFCMECME Group$5,658,40324,3660.1%FinanceCOSTCostco Wholesale$5,627,1096,1410.1%Retail/WholesaleHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$5,617,838219,6180.1%ETFSPYSPDR S&P 500 ETF Trust$5,447,559144,2640.1%FinanceTJXTJX Companies$5,435,99544,9960.1%Retail/WholesaleMRKMerck & Co., Inc.$5,268,76452,9630.1%MedicalIBMInternational Business Machines$5,225,47923,7710.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,145,16826,2740.1%ETFSDYSPDR S&P Dividend ETF$5,119,20338,7520.1%ETFFCORFidelity Corporate Bond ETF$5,103,0005,103,0000.1%ETFJQUAJPMorgan US Quality Factor ETF$4,994,08187,2020.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,961,5818,7110.1%ETFCRMSalesforce$4,936,38514,7650.1%Computer and TechnologyXOMExxon Mobil$4,935,31745,8800.1%Oils/EnergySOSouthern$4,892,80359,4360.1%UtilitiesGSThe Goldman Sachs Group$4,888,0988,5360.1%FinanceHONHoneywell International$4,549,94720,1420.1%Multi-Sector ConglomeratesSUBiShares Short-Term National Muni Bond ETF$4,510,49542,7620.1%ETFMSIMotorola Solutions$4,497,5789,7300.1%Computer and TechnologySMMViShares MSCI USA Small-Cap Min Vol Factor ETF$4,459,351107,5580.1%ETFCVXChevron$4,431,72830,5970.1%Oils/EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$4,281,55533,2880.1%ETFVZVerizon Communications$4,221,189105,5560.1%Computer and TechnologyMCDMcDonald's$4,062,63214,0140.1%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,040,58044,1930.1%ETFMPCMarathon Petroleum$3,968,96028,4510.1%Oils/EnergyAXPAmerican Express$3,965,20213,3600.1%FinanceIDEViShares Core MSCI International Developed Markets ETF$3,943,45361,1670.1%ETFCGGRCapital Group Growth ETF$3,933,878105,8350.1%ETFMAMastercard$3,915,3017,4350.1%Business ServicesJNJJohnson & Johnson$3,849,74126,6200.1%MedicalQQQInvesco QQQ$3,802,4217,4380.1%FinanceAMGNAmgen$3,780,57514,5050.1%MedicalNFLXNetflix$3,747,1984,2040.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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