SAGESPRING WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
791
Total value ($000)
$5,485,842
Net value change ($000)
-18,168 (-0.3%)
New positions
71
Sold out positions
63
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EMOP 118,427 NEW
BAI 89,815 57.8%
JAVA 83,139 32.1%
EFV 71,313 139.6%
IYK 63,072 NEW
GOVT 57,050 10151.2%
IVV 44,947 24.7%
FDVV 33,877 90.9%
ABLD 29,013 104.9%
IYG 21,058 39.6%
Top Reduces (Value $000, Stocks/ETFs)
ABFL -131,656 -48.9%
IEMG -108,401 -76.2%
IYF -105,327 -98.8%
IYW -81,664 -81.3%
FBCG -67,246 -19.2%
FBND -29,095 -19.3%
BNDX -28,746 -100.0%
VOO -22,204 -7.3%
BRTR -21,031 -17.6%
JIRE -19,760 -19.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type