SAGESPRING WEALTH PARTNERS, LLC: 13F holdings

CIK 20564252026Q2

Positions846
Reported value$6.5bn
Filed2026-08-03

Top 10 holdings

SecuritySharesValueWeight
DYNF BLACKROCK ETF TRUST6,481,606$440.8m6.8%
JAVA J P MORGAN EXCHANGE TRADED F5,187,608$411.9m6.3%
FBCG FIDELITY COVINGTON TRUST5,514,169$342.5m5.3%
VOO VANGUARD INDEX FDS463,765$318.5m4.9%
BAI BLACKROCK ETF TRUST5,280,812$278.4m4.3%
IVV ISHARES TR361,188$270.5m4.2%
TCW ETF TRUST1,739,131$213.8m3.3%
ABX ABACUS FCF ETF TR1,976,096$169.7m2.6%
BINC BLACKROCK ETF TRUST II3,160,173$165.4m2.5%
EFV ISHARES TR2,080,637$159.3m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2056425")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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