StockDriftsStockDriftsTop 50 Sagespring Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 6.77% | 6.48M | $440.8M | +3.40%(+213.14K) | $51.98(+34.71%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 6.33% | 5.19M | $411.9M | +8.86%(+422.27K) | $66.34(+26.31%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 5.26% | 5.51M | $342.5M | -2.27%(-127.88K) | $45.19(+38.15%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.89% | 463.8K | $318.5M | -1.08%(-5.05K) | $558.59(+27.29%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 4.28% | 5.28M | $278.4M | -29.07%(-2.16M) | $33.50(+32.64%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.16% | 361.2K | $270.5M | +4.08%(+14.17K) | $589.73(+31.82%) | 2026-06-30 | |
| PWRD | TCW ETF TRUST | 3.29% | 1.74M | $213.8M | -17.47%(-368.09K) | $76.48(+48.74%) | 2026-06-30 | |
| ABFL | ABACUS FCF ETF TR | 2.61% | 1.98M | $169.7M | +2.05%(+39.78K) | $67.11(+24.96%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.54% | 3.16M | $165.4M | +10.40%(+297.67K) | $52.75(-1.41%) | 2026-06-30 | |
| EFV | ISHARES TR | 2.45% | 2.08M | $159.3M | +26.38%(+434.32K) | $66.16(+23.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.64% |
Sagespring Wealth Partners LLC reports $6.51B in US-listed equity holdings across 846 positions in its most recent 13F filing. Its largest disclosed positions are DYNF (6.8%), JAVA (6.3%) and FBCG (5.3%). The top 20 holdings account for 59.9% of reported assets. Its disclosed equity book has returned +31.82% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sagespring Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056425). View Sagespring Wealth Partners LLC’s 13F filings on SEC