SAGESPRING WEALTH PARTNERS, LLC

FRANKLIN, TN · CIK 2056425 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFranklin, TN

$6.5bn reported value +18.6% vs Q1 2026

846positions

42.6%in top 10

91 new 417 added 314 reduced 36 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	6,481,606	$440.8m6.77%	6.77%	Added +213.1k	+213,136 3.4%
2	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	5,187,608	$411.9m6.33%	6.33%	Added +422.3k	+422,268 8.9%
3	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	5,514,169	$342.5m5.26%	5.26%	Reduced -127.9k	-127,875 -2.3%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	463,765	$318.5m4.89%	4.89%	Reduced -5.0k	-5,049 -1.1%
5	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	5,280,812	$278.4m4.28%	4.28%	Reduced -2.2m	-2,164,805 -29.1%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	361,188	$270.5m4.16%	4.16%	Added +14.2k	+14,173 4.1%
7	TCW ETF TRUST TRANSFORM SYSTEM PWRD	PWRD	1,739,131	$213.8m3.29%	3.29%	Reduced -368.1k	-368,091 -17.5%
8	TRIMTABS ETF TR FCF US QLTY ETF ABFL	ABFL	1,976,096	$169.7m2.61%	2.61%	Added +39.8k	+39,777 2.0%
9	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	3,160,173	$165.4m2.54%	2.54%	Added +297.7k	+297,667 10.4%
10	ISHARES TR EAFE VALUE ETF EFV	EFV	2,080,637	$159.3m2.45%	2.45%	Added +434.3k	+434,318 26.4%
11	AB ACTIVE ETFS INC EMERGING MKTS OP EMOP	EMOP	2,776,357	$145.0m2.23%	2.23%	Added +73.8k	+73,767 2.7%
12	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	3,049,078	$138.7m2.13%	2.13%	Added +377.2k	+377,232 14.1%
13	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,340,715	$129.5m1.99%	1.99%	Added +32.5k	+32,530 2.5%
14	ISHARES TR RUS 1000 ETF IWB	IWB	311,153	$127.4m1.96%	1.96%	Added +308.5k	+308,540 11807.9%
15	BLACKROCK ETF TRUST II ISHARES TOTAL RE BRTR	BRTR	2,363,407	$118.9m1.83%	1.83%	Added +402.8k	+402,762 20.5%
16	ISHARES INC EMNG MKTS EQT EMGF	EMGF	1,420,427	$104.1m1.60%	1.60%	Added +38.0k	+37,986 2.8%
17	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	1,206,292	$99.5m1.53%	1.53%	Added +96.8k	+96,754 8.7%
18	ISHARES TR CORE US AGGBD ET AGG	AGG	982,632	$97.3m1.49%	1.49%	Added +53.0k	+52,956 5.7%
19	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	1,400,766	$84.5m1.30%	1.30%	Added +113.1k	+113,123 8.8%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	111,180	$81.9m1.26%	1.26%	Added +4.5k	+4,492 4.2%
21	APPLE INC COM AAPL	AAPL	249,904	$72.3m1.11%	1.11%	Added +12.4k	+12,394 5.2%
22	ISHARES TR US TREAS BD ETF GOVT	GOVT	2,987,988	$68.1m1.05%	1.05%	Added +473.3k	+473,266 18.8%
23	ISHARES TR U.S. FIN SVC ETF IYG	IYG	739,777	$66.9m1.03%	1.03%	Reduced -156.3k	-156,326 -17.4%
24	NVIDIA CORPORATION COM NVDA	NVDA	326,560	$65.3m1.00%	1.00%	Added +18.2k	+18,191 5.9%
25	ISHARES TR 3 7 YR TREAS BD IEI	IEI	536,921	$63.1m0.97%	0.97%	Added +49.6k	+49,602 10.2%
26	TRIMTABS ETF TR DONOGHUE FORLNS ABLD	ABLD	2,071,062	$62.3m0.96%	0.96%	Added +256.5k	+256,519 14.1%
27	ISHARES TR US CONSM STAPLES IYK	IYK	779,206	$56.6m0.87%	0.87%	Reduced -121.4k	-121,443 -13.5%
28	ISHARES TR 10-20 YR TRS ETF TLH	TLH	561,888	$56.4m0.87%	0.87%	Added +39.1k	+39,115 7.5%
29	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	2,129,632	$51.6m0.79%	0.79%	Added +258.4k	+258,386 13.8%
30	MICROSOFT CORP COM MSFT	MSFT	124,051	$46.3m0.71%	0.71%	Added +4.7k	+4,696 3.9%
31	ISHARES TR S&P 500 GRWT ETF IVW	IVW	294,370	$40.5m0.62%	0.62%	Added +5.8k	+5,822 2.0%
32	ISHARES INC CORE MSCI EMKT IEMG	IEMG	483,761	$40.1m0.62%	0.62%	Reduced -2.4k	-2,355 -0.5%
33	ISHARES TR US AER DEF ETF ITA	ITA	161,313	$39.1m0.60%	0.60%	Added +14.8k	+14,774 10.1%
34	AMAZON COM INC COM AMZN	AMZN	146,672	$35.0m0.54%	0.54%	Added +7.8k	+7,763 5.6%
35	BROADCOM INC COM AVGO	AVGO	90,580	$34.2m0.53%	0.53%	Added +1.1k	+1,126 1.3%
36	ISHARES GOLD TR ISHARES NEW IAU	IAU	413,958	$31.3m0.48%	0.48%	Added +18.2k	+18,167 4.6%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	85,062	$30.4m0.47%	0.47%	Added +4.2k	+4,197 5.2%
38	ISHARES TR CORE S&P MCP ETF IJH	IJH	361,909	$27.9m0.43%	0.43%	Reduced -3.7k	-3,687 -1.0%
39	JPMORGAN CHASE & CO COM JPM	JPM	75,894	$24.8m0.38%	0.38%	Added +1.8k	+1,797 2.4%
40	ISHARES TR U.S. TECH ETF IYW	IYW	94,407	$23.8m0.37%	0.37%	Reduced -9.4k	-9,367 -9.0%
41	ISHARES TR NATIONAL MUN ETF MUB	MUB	219,617	$23.6m0.36%	0.36%	Added +5.7k	+5,735 2.7%
42	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	31,417	$23.5m0.36%	0.36%	Added +24.4k	+24,426 349.4%
43	ISHARES TR CORE S&P TTL STK ITOT	ITOT	139,122	$22.9m0.35%	0.35%	Reduced -1.3k	-1,318 -0.9%
44	ISHARES TR MSCI USA MMENTM MTUM	MTUM	64,414	$22.1m0.34%	0.34%	Reduced -1.8k	-1,758 -2.7%
45	ISHARES TR MSCI USA MIN VOL USMV	USMV	224,652	$21.7m0.33%	0.33%	Reduced -18.5k	-18,521 -7.6%
46	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	422,772	$21.4m0.33%	0.33%	Reduced -977	-977 -0.2%
47	WALMART INC COM WMT	WMT	185,085	$21.0m0.32%	0.32%	Added +5.8k	+5,845 3.3%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	58,684	$20.7m0.32%	0.32%	Added +1.8k	+1,843 3.2%
49	ISHARES TR RUS 1000 GRW ETF IWF	IWF	162,101	$20.1m0.31%	0.31%	Added +1.1k	+1,121 0.7%
50	CATERPILLAR INC COM CAT	CAT	18,505	$19.7m0.30%	0.30%	Added +255	+255 1.4%
51	VANGUARD INDEX FDS MID CAP ETF VO	VO	237,293	$19.1m0.29%	0.29%	Reduced -3.8k	-3,811 -1.6%
52	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	349,709	$18.7m0.29%	0.29%	Added +5.2k	+5,248 1.5%
53	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	359,313	$18.2m0.28%	0.28%	Added +111.6k	+111,587 45.0%
54	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	609,653	$17.9m0.28%	0.28%	New
55	MICRON TECHNOLOGY INC COM MU	MU	15,536	$17.9m0.28%	0.28%	Added +1.5k	+1,481 10.5%
56	ISHARES TR CORE S&P SCP ETF IJR	IJR	119,182	$17.7m0.27%	0.27%	Reduced -2.0k	-2,043 -1.7%
57	META PLATFORMS INC CL A META	META	29,688	$16.7m0.26%	0.26%	Reduced -917	-917 -3.0%
58	ISHARES TR EXPND TEC SC ETF IGM	IGM	100,908	$16.5m0.25%	0.25%	Reduced -2.3k	-2,323 -2.2%
59	TESLA INC COM TSLA	TSLA	38,535	$16.2m0.25%	0.25%	Added +781	+781 2.1%
60	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	72,577	$15.9m0.24%	0.24%	Added +427	+427 0.6%
61	ADVANCED MICRO DEVICES INC COM AMD	AMD	27,057	$15.7m0.24%	0.24%	Added +2.0k	+1,992 8.0%
62	ISHARES TR S&P 100 ETF OEF	OEF	39,622	$14.5m0.22%	0.22%	Added +196	+196 0.5%
63	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	28,080	$14.1m0.22%	0.22%	Added +698	+698 2.5%
64	ISHARES TR RUS 1000 VAL ETF IWD	IWD	55,768	$13.5m0.21%	0.21%	Reduced -204	-204 -0.4%
65	VISA INC COM CL A V	V	38,884	$13.3m0.20%	0.20%	Added +308	+308 0.8%
66	ELI LILLY & CO COM LLY	LLY	11,000	$13.2m0.20%	0.20%	Added +676	+676 6.5%
67	HOME DEPOT INC COM HD	HD	35,809	$12.6m0.19%	0.19%	Reduced -3.1k	-3,051 -7.8%
68	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	276,431	$12.3m0.19%	0.19%	Reduced -3.7k	-3,660 -1.3%
69	JOHNSON & JOHNSON COM JNJ	JNJ	46,596	$11.8m0.18%	0.18%	Reduced -1.1k	-1,070 -2.2%
70	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	250,776	$11.8m0.18%	0.18%	Added +20.8k	+20,836 9.1%
71	ISHARES TR CORE MSCI INTL IDEV	IDEV	128,897	$11.5m0.18%	0.18%	Reduced -3.4k	-3,441 -2.6%
72	AB ACTIVE ETFS INC TAX AWARE SHRT TAFI	TAFI	436,590	$11.0m0.17%	0.17%	Added +45.6k	+45,615 11.7%
73	ISHARES TR CORE DIV GRWTH DGRO	DGRO	143,317	$10.9m0.17%	0.17%	Added +2.5k	+2,458 1.8%
74	GOLDMAN SACHS GROUP INC COM GS	GS	10,504	$10.6m0.16%	0.16%	Added +62	+62 0.6%
75	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	517,206	$10.6m0.16%	0.16%	Reduced -9.7k	-9,697 -1.8%
76	PIMCO ETF TR SHTRM MUN BD ACT SMMU	SMMU	207,752	$10.5m0.16%	0.16%	Reduced -58.8k	-58,796 -22.1%
77	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	21,875	$10.4m0.16%	0.16%	Reduced -412	-412 -1.9%
78	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	220,429	$10.4m0.16%	0.16%	Added +4.9k	+4,852 2.2%
79	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	288,228	$10.0m0.15%	0.15%	Added +3.8k	+3,755 1.3%
80	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	139,576	$9.9m0.15%	0.15%	Added +5.3k	+5,253 3.9%
81	ABBVIE INC COM ABBV	ABBV	39,038	$9.8m0.15%	0.15%	Added +1.2k	+1,172 3.1%
82	PHILIP MORRIS INTL INC COM PM	PM	53,981	$9.8m0.15%	0.15%	Added +1.3k	+1,295 2.5%
83	PGIM ETF TR ACTIVE AGGREGATE PAB	PAB	228,331	$9.6m0.15%	0.15%	Added +15.1k	+15,085 7.1%
84	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	67,576	$9.2m0.14%	0.14%	New
85	FIDELITY COVINGTON TRUST QLTY FCTOR ETF FQAL	FQAL	110,357	$9.0m0.14%	0.14%	Reduced -4.2k	-4,175 -3.6%
86	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	194,258	$8.9m0.14%	0.14%	Reduced -504	-504 -0.3%
87	MERCK & CO INC COM MRK	MRK	67,467	$8.7m0.13%	0.13%	Added +1.2k	+1,152 1.7%
88	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	162,865	$8.6m0.13%	0.13%	Reduced -19.0k	-18,978 -10.4%
89	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	22,900	$8.5m0.13%	0.13%	Added +2.7k	+2,727 13.5%
90	CHEVRON CORP NEW COM CVX	CVX	50,841	$8.4m0.13%	0.13%	Added +1.9k	+1,912 3.9%
91	TJX COS INC NEW COM TJX	TJX	55,288	$8.4m0.13%	0.13%	Added +48	+48 0.1%
92	EATON CORP PLC SHS ETN	ETN	19,479	$8.3m0.13%	0.13%	Added +61	+61 0.3%
93	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	83,369	$8.2m0.13%	0.13%	Added +7.4k	+7,360 9.7%
94	APPLIED MATLS INC COM AMAT	AMAT	11,256	$8.1m0.13%	0.13%	Added +346	+346 3.2%
95	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,910	$8.1m0.12%	0.12%	Reduced -838	-838 -2.8%
96	RBB FUND TRUST FIRST EAGLE OVER FEOE	FEOE	152,104	$8.1m0.12%	0.12%	Added +7.8k	+7,760 5.4%
97	ISHARES TR CORE TOTAL USD IUSB	IUSB	171,994	$7.9m0.12%	0.12%	Reduced -80.2k	-80,177 -31.8%
98	RTX CORPORATION COM RTX	RTX	41,616	$7.9m0.12%	0.12%	Reduced -8.6k	-8,570 -17.1%
99	ISHARES TR EAFE GRWTH ETF EFG	EFG	63,066	$7.8m0.12%	0.12%	Reduced -327	-327 -0.5%
100	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	84,809	$7.8m0.12%	0.12%	Reduced -15.6k	-15,575 -15.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	68,101	$11.6m68.1k shares
HONEYWELL INTL INC		3,366	$1.5m3.4k shares
CARNIVAL CORP		56,190	$1.5m56.2k shares
BEST BUY INC BBY	BBY	12,046	$773.3k12.0k shares
INNOVATOR ETFS TRUST PSEP	PSEP	11,274	$485.5k11.3k shares
INNOVATOR ETFS TRUST PAPR	PAPR	11,702	$465.8k11.7k shares
FTAI AVIATION LTD FTAI	FTAI	1,505	$368.8k1.5k shares
EQUIFAX INC EFX	EFX	1,931	$347.8k1.9k shares
ISHARES TR STIP	STIP	3,189	$329.8k3.2k shares
ULTA BEAUTY INC ULTA	ULTA	626	$327.1k626 shares
LEIDOS HOLDINGS INC LDOS	LDOS	2,099	$326.4k2.1k shares
BJS WHSL CLUB HLDGS INC BJ	BJ	3,269	$321.7k3.3k shares
WORKDAY INC WDAY	WDAY	2,470	$320.9k2.5k shares
VERISK ANALYTICS INC VRSK	VRSK	1,639	$311.0k1.6k shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,192	$301.2k2.2k shares
HERSHEY CO HSY	HSY	1,447	$300.7k1.4k shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	4,221	$300.4k4.2k shares
DOCUSIGN INC DOCU	DOCU	6,047	$286.7k6.0k shares
ISHARES SILVER TR SLV	SLV	4,147	$282.6k4.1k shares
SPDR DOW JONES INDL AVERAGE DIA	DIA	576	$266.7k576 shares
YUM CHINA HLDGS INC YUMC	YUMC	5,160	$251.7k5.2k shares
TIDAL TRUST III EGGY	EGGY	8,212	$250.4k8.2k shares
FASTLY INC FSLY	FSLY	8,517	$247.5k8.5k shares
BANK OZK LITTLE ROCK ARK OZK	OZK	5,171	$237.3k5.2k shares
WISDOMTREE TR IHDG	IHDG	4,898	$235.8k4.9k shares