SAGESPRING WEALTH PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
846
Total value ($000)
$6,508,534
Net value change ($000)
+1,022,692 (18.6%)
New positions
91
Sold out positions
35
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWB 126,485 13571.4%
DYNF 76,114 20.9%
JAVA 70,035 20.5%
FBCG 59,706 21.1%
IVV 43,816 19.3%
VOO 38,378 13.7%
EFV 36,869 30.1%
BAI 33,071 13.5%
ABFL 31,918 23.2%
EMOP 26,582 22.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -11,554 -100.0%
IYG -7,305 -9.8%
IYK -6,455 -10.2%
IUSB -3,710 -31.9%
IAU -3,635 -10.4%
SMMU -2,956 -22.0%
MDT -2,215 -70.4%
NFLX -1,970 -37.1%
TLT -1,862 -28.3%
RTX -1,785 -18.4%
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