StockDriftsStockDriftsTop 50 Sagespring Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 6.65% | 6.27M | $364.7M | -3.12%(-201.62K) | $51.63(+30.02%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 6.23% | 4.77M | $341.9M | +13.47%(+565.59K) | $65.59(+22.25%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 5.15% | 5.64M | $282.8M | -21.29%(-1.53M) | $45.19(+35.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.11% | 468.8K | $280.1M | -68.94%(-1.04M) | $529.20(+29.41%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 4.47% | 7.45M | $245.3M | +59.43%(+2.78M) | $33.50(+40.28%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.13% | 347.0K | $226.7M | -1.47%(-5.18K) | $585.56(+27.81%) | 2026-03-31 | |
| PWRD | TCW ETF TRUST | 3.76% | 2.11M | $206.0M | -10.42%(-245.15K) | $76.48(+50.36%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.71% | 2.86M | $148.6M | -0.13%(-3.68K) | $52.82(-1.30%) | 2026-03-31 | |
| ABFL | ABACUS FCF ETF TR | 2.51% | 1.94M | $137.7M | -55.15%(-2.38M) | $66.90(+24.25%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.23% | 1.65M | $122.4M | +71.14%(+684.36K) | $63.97(+21.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.29% | +34.17% |
| Top 20 Holdings Unweighted | +10.57% | +35.18% |
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