SAGESPRING WEALTH PARTNERS, LLC
CIK 2056425
13F filing for Q2 2026・No. 761
- Holdings
- US$6.51B
- Quarter change
- +US$1.02B
- Entries
- 846
- Net bought (estimate)
- +US$242.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 91
- Sold out 36
- Cut 317
- Added 414
- Corporate actions 2
- Unchanged 24
Largest holdings
846 stocks worth US$6.51B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 6,481,606 | US$440.81M | 6.77% |
| J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF | Added | 5,187,608 | US$411.95M | 6.33% |
| FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH | Cut | 5,514,169 | US$342.49M | 5.26% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 463,765 | US$318.52M | 4.89% |
| BLACKROCK ETF TRUSTISHARES A I INNO | Cut | 5,280,812 | US$278.4M | 4.28% |
| IVVISHARES TRCORE S&P500 ETF | Added | 361,188 | US$270.49M | 4.16% |
| TCW ETF TRUSTTRANSFORM SYSTEM | Cut | 1,739,131 | US$213.84M | 3.29% |
| ABACUS FCF ETF TRABACUS FCF LEADE | Added | 1,976,096 | US$169.67M | 2.61% |
| BLACKROCK ETF TRUST IIISHARES FLEXIBLE | Added | 3,160,173 | US$165.4M | 2.54% |
| ISHARES TREAFE VALUE ETF | Added | 2,080,637 | US$159.27M | 2.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.