• 13F History

SAGESPRING WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$3.39B
Signature - Title
William Bradley Clayton - Chief Compliance Officer
Location
Franklin, TN
Summary
This page shows a list of all the recent 13F filings made by SAGESPRING WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGESPRING WEALTH PARTNERS, LLC reported 651 stock holdings with total value $3.39B as of Q1 2025. Top holdings included FBCG, DYNF, ABFL, JAVA, and PWRD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 651 $3.39B +$875M -$590M +$285M FBCG, DYNF, ABFL, JAVA, PWRD 13F-HR 4/17/2025, 01:18 PM
Q4 2024 602 $3.5B $0 $0 VOO, FBCG, DYNF, ABFL, IVV 13F-HR 2/13/2025, 01:45 PM