Sagespring Wealth Partners, Llc

13F Filings History

Latest 13F report: Q2 2025 - Jul 28, 2025
Value $: $4.05B
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 706 stock holdings with total value $4.05B as of Q2 2025. Top holdings included FBCG, DYNF, ABFL, PWRD, and JAVA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	706	$4.05B	+$484M	-$183M	+$301M	FBCG, DYNF, ABFL, PWRD, JAVA	13F-HR	7/28/2025, 12:15 PM
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