SAGESPRING WEALTH PARTNERS, LLC
Top Portfolio Positions
517 positions ·
$1,110,085,788 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
106,688 | $61,578,179 | 5.55% | |
| AAPL |
Apple Inc.
Technology
|
237,510 | $60,277,662 | 5.43% | |
| NVDA |
Nvidia Corp
Technology
|
308,369 | $53,779,553 | 4.84% | |
| MSFT |
Microsoft Corp
Technology
|
119,355 | $44,181,640 | 3.98% | |
| IAU |
Ishares Gold Trust
|
395,791 | $34,892,934 | 3.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
138,909 | $28,930,577 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
89,454 | $27,686,907 | 2.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
80,865 | $23,253,539 | 2.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
179,240 | $22,275,947 | 2.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
74,097 | $21,796,373 | 1.96% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NBB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,914 | 38,628 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $514,685 | 32,575 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $622,815 | 38,398 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $561,720 | 35,507 | Shares | Sole | 2025-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||