SAGESPRING WEALTH PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Franklin, TN
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
883
Total value ($000)
$6,713,384
Net value change ($000)
+204,850 (3.1%)
New positions
88
Sold out positions
51
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DYNF 28,890 6.6%
FBCG 22,041 6.4%
MSFT 20,550 44.4%
JAVA 18,662 4.5%
NVDA 17,673 27.0%
AAPL 17,599 24.3%
EFV 13,988 8.8%
IVV 12,881 4.8%
IWB 11,411 9.0%
MUB 9,320 39.4%
Top Reduces (Value $000, Stocks/ETFs)
PWRD -21,789 -10.2%
BAI -15,266 -5.5%
VTEB -8,300 -38.8%
INMU -7,038 -13.6%
BRTR -5,303 -4.5%
IBM -4,754 -58.5%
AGG -4,568 -4.7%
CAT -4,353 -22.1%
WMT -4,032 -19.2%
TJX -3,692 -44.1%
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.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type