EdgeMarket › What Sagespring Wealth Partners, Llc reported owning
What Sagespring Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.5BPositions
791Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 364.7M | 6.6% | 6.3M | 69.08 | +22.3% |
| JAVA JPMorgan Active Value ETF | 341.9M | 6.2% | 4.8M | 83.00 | +24.0% |
| FBCG Fidelity Blue Chip Growth ETF | 282.8M | 5.2% | 5.6M | 61.53 | +22.5% |
| VOO Vanguard S&P 500 ETF | 280.1M | 5.1% | 468.8K | 703.71 | +20.0% |
| BAI iShares A.I. Innovation and Tech Active ETF | 245.3M | 4.5% | 7.4M | 44.30 | +46.6% |
| IVV iShares Core S&P 500 ETF | 226.7M | 4.1% | 347.0K | 769.31 | +20.0% |
| PWRD TCW Transform Systems ETF | 206.0M | 3.8% | 2.1M | 108.28 | +18.5% |
| BINC iShares Flexible Income Active ETF | 148.6M | 2.7% | 2.9M | 52.00 | -1.7% |
| ABFL Abacus FCF Leaders ETF | 137.7M | 2.5% | 1.9M | 82.84 | +20.6% |
| EFV iShares MSCI EAFE Value ETF | 122.4M | 2.2% | 1.6M | 82.23 | +21.4% |
| FBND Fidelity Total Bond ETF | 121.9M | 2.2% | 2.7M | 44.90 | -2.1% |
| IEFA iShares Core MSCI EAFE ETF | 118.4M | 2.2% | 1.3M | 100.85 | +16.8% |
| EMOP AB Emerging Markets Opportunities ETF | 118.4M | 2.2% | 2.7M | 50.90 | +37.7% |
| BRTR iShares Total Return Active ETF | 98.4M | 1.8% | 2.0M | 49.45 | -1.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 92.3M | 1.7% | 929.7K | 97.35 | -1.7% |
| JIRE JPMorgan International Research Enhanced Equit | 84.0M | 1.5% | 1.1M | 85.32 | +16.9% |
| EMGF iShares Emerging Markets Equity Factor ETF | 83.5M | 1.5% | 1.4M | 71.67 | +34.3% |
| IYG iShares U.S. Financial Services ETF | 74.2M | 1.4% | 896.1K | 96.72 | +10.8% |
| FDVV Fidelity High Dividend ETF | 71.1M | 1.3% | 1.3M | 63.13 | +15.6% |
| IYK iShares U.S. Consumer Staples ETF | 63.1M | 1.1% | 900.6K | 75.32 | +5.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 61.6M | 1.1% | 106.7K | 713.44 | +26.1% |
| AAPL Apple Inc. | 60.3M | 1.1% | 237.5K | 309.35 | +36.9% |
| IEI iShares 3-7 Year Treasury Bond ETF | 57.8M | 1.1% | 487.3K | 116.41 | -2.1% |
| GOVT iShares U.S. Treasury Bond ETF | 57.6M | 1.1% | 2.5M | 22.45 | -2.0% |
| ABLD Abacus FCF Real Assets Leaders ETF | 56.7M | 1.0% | 1.8M | 33.30 | +16.3% |
| NVDA NVIDIA CORP | 53.8M | 1.0% | 308.4K | 214.72 | +22.4% |
| TLH iShares 10-20 Year Treasury Bond ETF | 52.7M | 1.0% | 522.8K | 96.69 | -4.0% |
| INMU iShares Intermediate Muni Income Active ETF | 44.7M | 0.8% | 1.9M | 23.77 | +1.3% |
| MSFT MICROSOFT CORP | 44.2M | 0.8% | 119.4K | 483.24 | -4.4% |
| IAU ISHARES GOLD TRUST | 34.9M | 0.6% | 395.8K | 86.79 | +37.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 33.9M | 0.6% | 486.1K | 81.57 | +31.9% |
| IVW iShares S&P 500 Growth ETF | 32.6M | 0.6% | 288.5K | 138.83 | +22.2% |
| ITA iShares U.S. Aerospace & Defense ETF | 32.1M | 0.6% | 146.5K | 237.34 | +22.1% |
| AMZN AMAZON COM INC | 28.9M | 0.5% | 138.9K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 27.7M | 0.5% | 89.5K | 368.45 | +26.5% |
| IJH iShares Core S&P Mid-Cap ETF | 24.7M | 0.5% | 365.6K | 76.77 | +20.8% |
| GOOGL Alphabet Inc. | 23.3M | 0.4% | 80.9K | 344.82 | +73.0% |
| MUB iShares National Muni Bond ETF | 22.7M | 0.4% | 213.9K | 105.34 | +1.2% |
| USMV iShares MSCI USA Min Vol Factor ETF | 22.6M | 0.4% | 243.2K | 101.23 | +7.0% |
| WMT Walmart Inc. | 22.3M | 0.4% | 179.2K | 103.70 | +1.1% |
| JPM JPMORGAN CHASE & CO | 21.8M | 0.4% | 74.1K | 351.58 | +20.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 21.1M | 0.4% | 423.7K | 49.54 | +1.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 20.0M | 0.4% | 140.4K | 167.97 | +20.5% |
| IYW iShares U.S. Technology ETF | 18.8M | 0.3% | 103.8K | 247.25 | +37.9% |
| JBND JPMorgan Active Bond ETF | 18.5M | 0.3% | 344.5K | 52.65 | -1.7% |
| META Meta Platforms, Inc. | 17.5M | 0.3% | 30.6K | 549.90 | -26.5% |
| VO Vanguard Morningstar Mid-Cap ETF | 17.3M | 0.3% | 60.3K | 82.97 | +15.9% |
| IWF iShares Russell 1000 Growth Fund | 17.2M | 0.3% | 40.2K | 122.39 | +11.2% |
| GOOG Alphabet Inc. | 16.3M | 0.3% | 56.8K | 341.75 | +70.7% |
| MTUM iShares MSCI USA Momentum Factor ETF | 15.9M | 0.3% | 66.2K | 305.17 | +25.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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