SAGESPRING WEALTH PARTNERS, LLC: 13F holdings
CIK 20564252026Q2
| Positions | 846 |
|---|
| Reported value | $6.5bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 846 (+55 vs prior quarter) |
|---|
| Reported value | $6.5bn (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DYNF BLACKROCK ETF TRUST | 6,481,606 | $440.8m | 6.8% |
| JAVA J P MORGAN EXCHANGE TRADED F | 5,187,608 | $411.9m | 6.3% |
| FBCG FIDELITY COVINGTON TRUST | 5,514,169 | $342.5m | 5.3% |
| VOO VANGUARD INDEX FDS | 463,765 | $318.5m | 4.9% |
| BAI BLACKROCK ETF TRUST | 5,280,812 | $278.4m | 4.3% |
| IVV ISHARES TR | 361,188 | $270.5m | 4.2% |
| PWRD TCW ETF TRUST | 1,739,131 | $213.8m | 3.3% |
| ABX ABACUS FCF ETF TR | 1,976,096 | $169.7m | 2.6% |
| BINC BLACKROCK ETF TRUST II | 3,160,173 | $165.4m | 2.5% |
| EFV ISHARES TR | 2,080,637 | $159.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056425")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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