SAGESPRING WEALTH PARTNERS, LLC
Top Portfolio Positions
515 positions ·
$1,097,715,441 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
106,688 | $61,578,179 | 5.61% |
| AAPL |
Apple Inc.
Technology
|
237,510 | $60,277,662 | 5.49% |
| NVDA |
Nvidia Corp
Technology
|
308,369 | $53,779,553 | 4.90% |
| MSFT |
Microsoft Corp
Technology
|
119,355 | $44,181,640 | 4.02% |
| IAU |
Ishares Gold Trust
|
395,791 | $34,892,934 | 3.18% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
138,909 | $28,930,577 | 2.64% |
| AVGO |
Broadcom Inc.
Technology
|
89,454 | $27,686,907 | 2.52% |
| GOOGL |
Alphabet Inc.
Communication Services
|
80,865 | $23,253,539 | 2.12% |
| WMT |
Walmart Inc.
Consumer Defensive
|
179,240 | $22,275,947 | 2.03% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
74,097 | $21,796,373 | 1.99% |
Holdings in GAM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $374,617 | 6,407 | Shares | Sole | 2026-05-07 | |
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