SAGESPRING WEALTH PARTNERS, LLC

CIK

2056425

Location

FRANKLIN, TN

Portfolio Value

Mid $1,110,836,895

Diversification

Diversified

Filing Date

Global Rank

#1,409 / 8,232 ▲ 33

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed May 7, 2026 · 38d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.0%

SPY

+23.4%

Annualised alpha

-1.1%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

516 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−2.3 pts

Top 5

22.9%

−4.3 pts

Top 10

34.1%

−7.2 pts

HHI

164

Diversified−62

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.8%	$297,263,283	79
Financial Services	13.6%	$150,924,877	100
Consumer Cyclical	9.8%	$109,211,277	52
Unclassified	9.8%	$109,061,031	15
Industrials	9.3%	$102,909,581	74
Healthcare	8.4%	$93,379,911	52
Consumer Defensive	6.2%	$68,986,895	26
Communication Services	5.7%	$63,110,091	16
Energy	4.7%	$52,430,972	33
Utilities	2.5%	$27,892,154	27
Basic Materials	2.0%	$21,884,319	22
Real Estate	1.2%	$13,782,504	20

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+23,505	75,090	$2,155,833
PFE	Pfizer Inc	+13,443	78,052	$2,191,700
BMY	Bristol Myers Squibb Co	+9,591	25,347	$1,537,295
VZ	Verizon Communications Inc	+8,929	95,013	$4,769,652
F	Ford Motor Co	+8,677	71,531	$825,467
SAN	Banco Santander, S.A.	+8,177	84,465	$952,765
WMT	Walmart Inc.	+7,987	179,240	$22,275,947
RF	Regions Financial Corp	+7,358	33,388	$872,094
T	At&T Inc.	+6,801	125,035	$3,624,764
ITUB	Itau Unibanco Holding S.A.	+6,773	37,935	$317,895
CVX	Chevron Corp	+6,598	48,929	$10,123,410
WFC	Wells Fargo & Company/Mn	+6,317	50,602	$4,028,425
FDX	Fedex Corp	+6,064	9,443	$3,363,407
NBB	Nuveen Taxable Municipal Income Fund	+6,053	38,628	$604,914
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+5,598	34,468	$746,576
INTC	Intel Corp	+5,372	35,389	$1,561,716
USB	US Bancorp De	+4,977	38,568	$2,005,921
NFLX	Netflix Inc	+4,841	55,214	$5,308,826
NSC	Norfolk Southern Corp	+4,809	9,442	$2,709,854
HAL	Halliburton Co	+4,735	14,285	$556,972
QQQ	Invesco Qqq Trust, Series 1	+4,445	106,688	$61,578,179
MDT	Medtronic plc	+4,410	36,327	$3,147,734
MFG	Mizuho Financial Group Inc	+4,325	48,841	$387,797
AAPL	Apple Inc.	+4,284	237,510	$60,277,662
COP	Conocophillips	+3,955	15,690	$2,071,080
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−183,614	395,791	$34,892,934
SPY	Spdr S&P 500 ETF Trust	−136,163	6,991	$4,546,526
AMZN	Amazon Com Inc	−64,091	138,909	$28,930,577
SONY	Sony Group Corp	−12,662	31,766	$657,556
SOFI	SoFi Technologies, Inc.	−7,448	11,851	$188,193
ABT	Abbott Laboratories	−6,567	26,002	$2,669,625
PG	PROCTER & GAMBLE Co	−6,086	32,694	$4,722,321
BAC	Bank Of America Corp /De/	−4,970	111,553	$5,438,208
META	Meta Platforms, Inc.	−4,578	30,605	$17,510,038
LYG	Lloyds Banking Group plc	−4,162	64,772	$325,803
FISV	Fiserv Inc	−4,070	4,057	$226,380
CME	Cme Group Inc.	−3,986	24,981	$7,378,138
MPC	Marathon Petroleum Corp	−3,952	27,293	$6,664,404
NKE	NIKE, Inc.	−3,386	7,846	$414,425
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	−2,865	11,390	$100,004
SNY	Sanofi	−2,812	4,811	$231,793
NVO	Novo Nordisk A S	−2,693	12,473	$458,382
JPM	Jpmorgan Chase & Co	−2,428	74,097	$21,796,373
TSCO	Tractor Supply Co /De/	−2,286	11,961	$541,833
QCOM	Qualcomm Inc/De	−2,226	10,083	$1,298,488
FTNT	Fortinet, Inc.	−2,112	10,138	$828,477
VICI	Vici Properties Inc.	−2,099	11,333	$309,617
AIG	American International Group, Inc.	−1,900	5,332	$401,233
CCL	Carnival Corp Ltd.	−1,886	56,190	$1,454,197
DXCM	Dexcom Inc	−1,853	8,455	$530,974
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	10,075	$1,986,991
TTE	TotalEnergies SE	12,872	$1,171,094
SNDK	Sandisk Corp	1,161	$737,629
PNFP	Pinnacle Financial Partners, Inc.	8,200	$706,348
APA	APA Corp	9,354	$396,983
FTAI	FTAI Aviation Ltd.	1,505	$368,725
CF	CF Industries Holdings, Inc.	2,515	$326,547
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	20,157	$323,922
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	20,704	$295,653
DOCU	Docusign, Inc.	6,047	$286,688
FTI	TechnipFMC plc	4,032	$278,732
E	Eni Spa	4,877	$276,086
WPM	Wheaton Precious Metals Corp.	2,090	$273,810
FIVE	Five Below, Inc	1,196	$273,262
DIA	Spdr Dow Jones Industrial Average ETF Trust	576	$266,797
FSLY	Fastly, Inc.	8,517	$247,504
MTZ	Mastec Inc	762	$245,165
ESS	Essex Property Trust, Inc.	1,006	$243,452
PCTY	Paylocity Holding Corp	2,244	$242,441
ROKU	Roku, Inc	2,511	$237,590
FFIV	F5, Inc.	811	$234,646
DKS	Dick's Sporting Goods, Inc.	1,169	$231,801
LITE	Lumentum Holdings Inc.	328	$230,505
ON	On Semiconductor Corp	3,655	$226,317
KIM	Kimco Realty Corp	10,068	$226,227
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HDB	Hdfc Bank Ltd	18,390	$671,970
RBLX	Roblox Corp	6,039	$489,340
PODD	Insulet Corp	1,408	$400,209
IBN	Icici Bank Ltd	11,887	$354,232
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	22,923	$349,804
CDW	CDW Corp	2,199	$299,503
MAIN	Main Street Capital CORP	4,733	$285,825
UHS	Universal Health Services Inc	1,293	$281,899
FICO	Fair Isaac Corp	164	$277,261
PNR	PENTAIR plc	2,662	$277,220
LOPE	Grand Canyon Education, Inc.	1,666	$277,072
NTRA	Natera, Inc.	1,174	$268,951
SGI	Somnigroup International Inc.	2,953	$263,643
EWBC	East West Bancorp Inc	2,340	$262,992
LEN	Lennar Corp /New/	2,551	$262,242
BR	Broadridge Financial Solutions, Inc.	1,171	$261,332
HEI	Heico Corp	799	$258,548
HPQ	Hp Inc	11,534	$256,977
BRO	Brown & Brown, Inc.	3,219	$256,554
TROW	Price T Rowe Group Inc	2,463	$252,161
G	Genpact LTD	5,379	$251,629
RPM	Rpm International Inc/De/	2,391	$248,664
SBAC	Sba Communications Corp	1,261	$243,915
PAYC	Paycom Software, Inc.	1,497	$238,561
XYL	Xylem Inc.	1,690	$230,144
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

516 positions · $1,110,836,895 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 516 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	106,688	+4,445	$61,578,179	−2.0%	5.54%
AAPL	Apple Inc. Technology	Added	237,510	+4,284	$60,277,662	−4.9%	5.43%
NVDA	Nvidia Corp Technology	Added	308,369	+1,419	$53,779,553	−6.1%	4.84%
MSFT	Microsoft Corp Technology	Added	119,355	+2,893	$44,181,640	−21.6%	3.98%
IAU	Ishares Gold Trust	Reduced	395,791	-183,614	$34,892,934	−25.8%	3.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	138,909	-64,091	$28,930,577	−38.3%	2.60%
AVGO	Broadcom Inc. Technology	Added	89,454	+3,036	$27,686,907	−7.4%	2.49%
GOOGL	Alphabet Inc. Communication Services	Added	80,865	+652	$23,253,539	−7.4%	2.09%
WMT	Walmart Inc. Consumer Defensive	Added	179,240	+7,987	$22,275,947	+16.8%	2.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	74,097	-2,428	$21,796,373	−11.6%	1.96%
META	Meta Platforms, Inc. Communication Services	Reduced	30,605	-4,578	$17,510,038	−24.6%	1.58%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	37,754	-909	$14,035,049	−19.3%	1.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	27,382	-282	$13,121,454	−5.6%	1.18%
CAT	Caterpillar Inc Industrials	Reduced	18,250	-1,511	$12,929,395	+14.2%	1.16%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	38,860	-1,155	$12,780,665	−7.2%	1.15%
V	Visa Inc. Financial Services	Reduced	38,576	-1,298	$11,659,210	−16.6%	1.05%
JNJ	Johnson & Johnson Healthcare	Added	47,666	+2,444	$11,651,477	+24.5%	1.05%
XOM	Exxon Mobil Corp Energy	Added	68,101	+2,008	$11,554,015	+45.3%	1.04%
CVX	Chevron Corp Energy	Added	48,929	+6,598	$10,123,410	+56.9%	0.91%
RTX	RTX Corp Industrials	Added	50,186	+86	$9,680,879	+5.4%	0.87%
LLY	ELI LILLY & Co Healthcare	Added	10,324	+471	$9,495,705	−10.3%	0.85%
GS	Goldman Sachs Group Inc Financial Services	Added	10,442	+352	$8,833,827	−0.4%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	55,240	+1,542	$8,821,828	+7.0%	0.79%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	52,686	-329	$8,711,103	+2.4%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,347	+1,128	$8,317,201	+33.6%	0.75%
ABBV	AbbVie Inc. Healthcare	Reduced	37,866	-695	$8,235,476	−6.5%	0.74%
MRK	Merck & Co., Inc. Healthcare	Reduced	66,315	-160	$7,977,031	+14.0%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	24,465	+840	$7,603,477	+5.3%	0.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	22,287	+1,516	$7,531,891	+19.3%	0.68%
CME	Cme Group Inc. Financial Services	Reduced	24,981	-3,986	$7,378,138	−6.7%	0.66%
IBM	International Business Machines Corp Technology	Reduced	29,748	-341	$7,210,617	−19.1%	0.65%
ETN	Eaton Corp plc Industrials	Reduced	19,418	-116	$6,945,236	+11.6%	0.63%
AXP	American Express Co Financial Services	Added	22,521	+165	$6,812,152	−17.6%	0.61%
MPC	Marathon Petroleum Corp Energy	Reduced	27,293	-3,952	$6,664,404	+31.2%	0.60%
AMGN	Amgen Inc Healthcare	Added	18,010	+2,285	$6,336,818	+23.1%	0.57%
KO	Coca Cola Co Consumer Defensive	Reduced	75,132	-834	$5,713,788	+7.6%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	111,553	-4,970	$5,438,208	−15.1%	0.49%
MA	Mastercard Inc Financial Services	Reduced	10,669	-132	$5,330,872	−13.5%	0.48%
NFLX	Netflix Inc Communication Services	Added	55,214	+4,841	$5,308,826	+12.4%	0.48%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,065	-216	$5,098,972	−5.8%	0.46%
HCA	HCA Healthcare, Inc. Healthcare	Added	10,690	+163	$5,058,935	+2.9%	0.46%
MO	Altria Group, Inc. Consumer Defensive	Added	76,548	+3,451	$5,051,402	+19.8%	0.45%
GEV	GE Vernova Inc. Industrials	Added	5,761	+22	$5,028,776	+34.1%	0.45%
ADI	Analog Devices Inc Technology	Added	15,424	+1,431	$4,906,991	+29.3%	0.44%
SO	Southern Co Utilities	Added	50,736	+44	$4,897,038	+10.8%	0.44%
VZ	Verizon Communications Inc Communication Services	Added	95,013	+8,929	$4,769,652	+36.0%	0.43%
MU	Micron Technology Inc Technology	Added	14,055	+1,552	$4,748,341	+33.1%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	32,694	-6,086	$4,722,321	−15.0%	0.43%
DUK	Duke Energy CORP Utilities	Added	35,594	+845	$4,660,678	+14.4%	0.42%
CSCO	Cisco Systems, Inc. Technology	Added	59,815	+730	$4,641,045	+2.0%	0.42%