Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SAGESPRING WEALTH PARTNERS, LLC (CIK 2056425) reported $5.49B across 787 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DYNF ($364.7M, 6.65%), JAVA ($341.9M, 6.23%), FBCG ($282.8M, 5.15%), VOO ($280.1M, 5.11%), BAI ($245.3M, 4.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $364.7M | 6.65% | 6.3M | Trimmed |
| 2 | JAVA | J P MORGAN EXCHANGE TRADED F | $341.9M | 6.23% | 4.8M | Added |
| 3 | FBCG | FIDELITY COVINGTON TRUST | $282.8M | 5.15% | 5.6M | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $280.1M | 5.11% | 468,814 | Trimmed |
| 5 | BAI | BLACKROCK ETF TRUST | $245.3M | 4.47% | 7.4M | Added |
| 6 | IVV | ISHARES TR | $226.7M | 4.13% | 347,015 | Trimmed |
| 7 | NETZ | TCW ETF TRUST | $206.0M | 3.76% | 2.1M | Trimmed |
| 8 | BINC | BLACKROCK ETF TRUST II | $148.6M | 2.71% | 2.9M | Trimmed |
| 9 | TTAC | ABACUS FCF ETF TR | $137.7M | 2.51% | 1.9M | Trimmed |
| 10 | EFV | ISHARES TR | $122.4M | 2.23% | 1.6M | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $121.9M | 2.22% | 2.7M | Trimmed |
| 12 | IEFA | ISHARES TR | $118.4M | 2.16% | 1.3M | Trimmed |
| 13 | EMOP | AB ACTIVE ETFS INC | $118.4M | 2.16% | 2.7M | New |
| 14 | BRTR | BLACKROCK ETF TRUST II | $98.4M | 1.79% | 2.0M | Trimmed |
| 15 | AGG | ISHARES TR | $92.3M | 1.68% | 929,676 | Trimmed |
| 16 | JIRE | J P MORGAN EXCHANGE TRADED F | $84.0M | 1.53% | 1.1M | Trimmed |
| 17 | EMGF | ISHARES INC | $83.5M | 1.52% | 1.4M | Added |
| 18 | IYG | ISHARES TR | $74.2M | 1.35% | 896,103 | Added |
| 19 | FDVV | FIDELITY COVINGTON TRUST | $71.1M | 1.30% | 1.3M | Added |
| 20 | IYK | ISHARES TR | $63.1M | 1.15% | 900,649 | New |
| 21 | QQQ | INVESCO QQQ TR | $61.6M | 1.12% | 106,688 | Added |
| 22 | AAPL | APPLE INC | $60.3M | 1.10% | 237,510 | Added |
| 23 | GOVT | ISHARES TR | $57.6M | 1.05% | 2.5M | Added |
| 24 | IEI | ISHARES TR | $57.8M | 1.05% | 487,319 | Added |
| 25 | ABLD | ABACUS FCF ETF TR | $56.7M | 1.03% | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31