SAGESPRING WEALTH PARTNERS, LLC - Portfolio overview

SAGESPRING WEALTH PARTNERS, LLC has 859 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DYNF - BLACKROCK ETF TRUST, 6.56%
2. JAVA - J P MORGAN EXCHANGE TRADED F, 6.15%
3. FBCG - FIDELITY COVINGTON TRUST, 5.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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