SAGESPRING WEALTH PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Franklin, TN
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
783
Total value ($000)
$5,504,010
Net value change ($000)
+395,180 (7.7%)
New positions
89
Sold out positions
39
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAI 155,518 NEW
BRTR 119,436 NEW
IYF 76,441 253.4%
IYG 53,175 NEW
JAVA 34,417 15.3%
INMU 28,429 NEW
ITA 21,874 NEW
DYNF 21,617 6.6%
IEMG 16,650 13.3%
BINC 15,263 11.2%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -65,557 -81.2%
EFG -46,527 -86.5%
EUSA -44,160 -95.8%
PWRD -33,079 -14.6%
EFV -25,228 -33.1%
ABLD -19,682 -41.6%
IVV -11,359 -5.9%
VOO -5,869 -1.9%
QCJL -5,475 -100.0%
IEFA -5,322 -4.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type