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Asset Manager ← All Institutions

SAGESPRING WEALTH PARTNERS, LLC

801 CRESCENT CENTRE DRIVE SUITE 600, FRANKLIN, TN 37067 • 615-861-6100

Q4 2025 · Filed 2026-01-07
Market Value
$5.5B
+7.7%
Holdings
809
+54
New Purchases
87
Added To
396
Closed
36
Reduced
273
Top 10 Concentration
43.0%
Turnover
15.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAI 2.83% 0.00% +2.83% $156M
BRTR 2.17% 0.00% +2.17% $119M
IYF 1.94% 0.59% +1.35% $107M
IYG 0.97% 0.00% +0.97% $53M
INMU 0.52% 0.00% +0.52% $28M
ITA 0.40% 0.00% +0.40% $22M
JAVA 4.71% 4.40% +0.31% $259M
JMUB 0.20% 0.03% +0.18% $11M
IEMG 2.59% 2.46% +0.13% $142M
JIRE 1.89% 1.78% +0.11% $104M
BINC 2.75% 2.67% +0.09% $151M
GOCT 0.09% 0.00% +0.09% $5M
GOOGL 0.46% 0.37% +0.08% $25M
LLY 0.19% 0.12% +0.07% $11M
WMT 0.35% 0.28% +0.07% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 0.28% 1.58% -1.31% $15M
EFG 0.13% 1.06% -0.92% $7M
PWRD 3.51% 4.43% -0.92% $193M
EUSA 0.04% 0.90% -0.87% $2M
EFV 0.93% 1.50% -0.57% $51M
VOO 5.50% 6.04% -0.54% $302M
IVV 3.31% 3.79% -0.48% $182M
DFRA 0.50% 0.93% -0.42% $28M
FBCG 6.37% 6.73% -0.35% $350M
ABFL 4.90% 5.26% -0.35% $269M
IEFA 2.27% 2.55% -0.28% $125M
IYW 1.83% 2.07% -0.24% $100M
IEI 1.02% 1.20% -0.18% $56M
MSFT 1.03% 1.16% -0.14% $56M
SMMU 0.43% 0.55% -0.12% $24M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.2%
Technology 5.4%
Consumer Cyclical 2.0%
Industrials 1.8%
Healthcare 1.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.2B 22.7%
Large Cap 554 $2.3B 41.6%
Mid Cap 97 $1.1B 19.8%
Small Cap 62 $685M 12.5%
Micro Cap 17 $187M 3.4%

Portfolio Analytics

Avg Market Cap
$118.6B
Median Market Cap
$36.2B
Avg P/E
31.2
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
539
# ETFs / Funds
270

Top Holdings (809 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DYNF 6.40% 6,470,093 $352M $54.34 $22M +208,227 +3.3%
2 FBCG 6.37% 7,168,069 $350M $48.83 $7M -8,885 -0.1%
3 VOO 5.50% 1,509,542 $302M $200.29 -$6M -21,156 -1.4%
4 ABFL 4.90% 4,317,077 $269M $62.40 $1M +49,696 +1.2%
5 JAVA 4.71% 4,199,747 $259M $61.62 $34M +355,013 +9.2%
6 PWRD 3.51% 2,352,369 $193M $82.00 -$33M -307,140 -11.6%
7 IVV 3.31% 352,191 $182M $515.99 -$11M -23,169 -6.2%
8 BAI 2.83% 4,670,219 $156M $33.30 +4,670,219 NEW
9 BINC 2.75% 2,866,189 $151M $52.77 $15M +311,990 +12.2%
10 FBND 2.75% 10,181,189 $151M $14.83 $14M +311,221 +3.1%
11 IEMG 2.59% 2,412,584 $142M $58.99 $17M +210,919 +9.6%
12 IEFA 2.27% 1,394,669 $125M $89.46 -$5M -95,298 -6.4%
13 BRTR 2.17% 2,352,265 $119M $50.77 +2,352,265 NEW
14 IYF 1.94% 826,819 $107M $128.93 $76M +588,659 +247.2%
15 JIRE 1.89% 1,632,821 $104M $63.57 $13M +151,411 +10.2%
16 IYW 1.83% 702,258 $100M $143.10 -$5M -34,898 -4.7%
17 AGG 1.82% 24,483,419 $100M $4.09 $6M +58,325 +0.2%
18 EMGF 1.25% 1,191,033 $69M $57.85 $4M +37,367 +3.2%
19 AAPL 1.15% 233,226 $63M $271.86 $7M +13,287 +6.0%
20 QQQ 1.14% 102,243 $63M $614.31 $354K -1,783 -1.7%
21 NVDA 1.04% 306,950 $57M $186.50 $3M +13,916 +4.8%
22 MSFT 1.03% 116,462 $56M $483.62 -$3M +1,825 +1.6%
23 IEI 1.02% 468,630 $56M $119.35 -$5M -41,809 -8.2%
24 IYG 0.97% 576,423 $53M $92.25 +576,423 NEW
25 EFV 0.93% 961,964 $51M $53.11 -$25M -409,508 -29.9%
26 IAU 0.86% 579,405 $47M $81.17 $2M -35,960 -5.8%
27 TLH 0.75% 406,161 $41M $101.67 $681K +11,814 +3.0%
28 IVW 0.70% 309,896 $38M $123.26 $4M +26,818 +9.5%
29 FDVV 0.68% 657,113 $37M $56.69 $3M +44,657 +7.3%
30 AMZN 0.59% 203,000 $32M $160.06 $3M +8,341 +4.3%
31 AVGO 0.54% 86,418 $30M $346.10 $1M +223 +0.3%
32 JBND 0.54% 548,417 $30M $54.07 $521K +10,526 +2.0%
33 BNDX 0.52% 28,604,388 $29M $1.00 $28K +634
34 INMU 0.52% 1,182,559 $28M $24.04 +1,182,559 NEW
35 CGGR 0.52% 638,044 $28M $44.47 $2M +28,360 +4.7%
36 DFRA 0.50% 950,587 $28M $29.09 -$20M -694,359 -42.2%
37 MUB 0.48% 244,854 $26M $107.11 $3M +30,259 +14.1%
38 IJH 0.46% 382,443 $25M $66.00 -$1M -22,483 -5.5%
39 GOOGL 0.46% 80,213 $25M $313.00 $6M +1,923 +2.5%
40 JPM 0.45% 76,525 $25M $322.22 $764K +774 +1.0%
41 USMV 0.45% 261,676 $25M $94.16 -$2M -21,677 -7.7%
42 SMMU 0.43% 472,897 $24M $50.43 -$4M -85,532 -15.3%
43 META 0.42% 35,183 $23M $660.09 -$3M -1,198 -3.3%
44 ITA 0.40% 101,887 $22M $214.69 +101,887 NEW
45 IWF 0.35% 40,346 $19M $473.31 -$578K -1,656 -3.9%
46 WMT 0.35% 171,253 $19M $111.41 $5M +33,076 +23.9%
47 BND 0.34% 17,484,728 $18M $1.06 $18K +302
48 VO 0.34% 63,415 $18M $290.22 -$1M -3,039 -4.6%
49 TSLA 0.32% 38,663 $17M $449.72 $2M +3,378 +9.6%
50 MTUM 0.31% 68,817 $17M $250.31 -$1M -2,464 -3.5%
51 GOOG 0.31% 53,928 $17M $313.80 $4M +2,290 +4.4%
52 IJR 0.30% 137,213 $16M $120.18 -$1M -10,857 -7.3%
53 JIVE 0.30% 203,922 $16M $80.28 $2M +11,300 +5.9%
54 EMB 0.29% 165,357 $16M $96.28 $1M +10,472 +6.8%
55 MUNI 0.28% 298,005 $16M $52.41 -$3M -49,379 -14.2%
56 QUAL 0.28% 225,748 $15M $67.31 -$66M -338,658 -60.0%
57 ITOT 0.27% 99,887 $15M $148.69 $406K +701 +0.7%
58 FEOE 0.27% 306,579 $15M $48.36 $1M +12,950 +4.4%
59 IGM 0.26% 111,265 $14M $129.16 $157K -1,590 -1.4%
60 V 0.25% 39,874 $14M $350.71 $481K +318 +0.8%
61 BRK-B 0.25% 27,664 $14M $502.65 $993K +1,980 +7.7%
62 HD 0.25% 40,015 $14M $344.10 -$3M -1,193 -2.9%
63 DIVO 0.23% 282,291 $13M $44.50 $1M +26,708 +10.4%
64 VTEB 0.22% 243,860 $12M $50.29 -$963K -20,297 -7.7%
65 FESM 0.22% 323,620 $12M $37.78 $743K +9,537 +3.0%
66 IWD 0.21% 56,051 $12M $210.34 $125K -1,243 -2.2%
67 CAT 0.21% 19,761 $11M $572.86 $1M -1,503 -7.1%
68 IDEV 0.21% 137,043 $11M $82.48 $189K -1,595 -1.1%
69 JMUB 0.20% 221,338 $11M $50.50 $10M +195,557 +758.5%
70 LLY 0.19% 9,853 $11M $1,074.73 $4M +1,768 +21.9%
71 JNJ 0.17% 45,222 $9M $206.95 $1M +2,660 +6.2%
72 RTX 0.17% 50,100 $9M $183.40 $1M +2,816 +6.0%
73 DGRO 0.17% 131,418 $9M $69.42 $209K +490 +0.4%
74 FQAL 0.16% 119,490 $9M $75.59 $186K +1,101 +0.9%
75 IBM 0.16% 30,089 $9M $296.21 $1M +2,217 +8.0%
76 GS 0.16% 10,090 $9M $878.97 $973K +176 +1.8%
77 ABBV 0.16% 38,561 $9M $228.49 $393 +510 +1.3%
78 TAFI 0.16% 343,585 $9M $25.21 $178K +8,783 +2.6%
79 CGUS 0.16% 211,986 $9M $40.23 $926K +19,723 +10.3%
80 PM 0.15% 53,015 $9M $160.40 -$762K -4,109 -7.2%
81 BOND 0.15% 89,322 $8M $93.08 -$24K +3
82 ICLN 0.15% 505,577 $8M $16.43 $309K -11,069 -2.1%
83 AXP 0.15% 22,356 $8M $369.96 $1M +1,745 +8.5%
84 TJX 0.15% 53,698 $8M $153.61 $380K -739 -1.4%
85 OEF 0.15% 273,055 $8M $29.87 -$1M -4,465 -1.6%
86 XOM 0.14% 66,093 $8M $120.34 $1M +6,510 +10.9%
87 CME 0.14% 28,967 $8M $273.08 $464K +1,409 +5.1%
88 VEA 0.14% 119,824 $7M $62.47 $176K -2,165 -1.8%
89 EFG 0.13% 262,188 $7M $27.78 -$47M -408,585 -60.9%
90 MCD 0.13% 23,625 $7M $305.63 $589K +1,802 +8.3%
91 INTF 0.13% 188,820 $7M $37.75 $903K +15,467 +8.9%
92 TLT 0.13% 81,301 $7M $87.16 $139K +3,566 +4.6%
93 MRK 0.13% 66,475 $7M $105.26 $3M +19,946 +42.9%
94 CVX 0.12% 42,331 $6M $152.41 -$8K +737 +1.8%
95 BAC 0.12% 116,523 $6M $55.00 $818K +8,151 +7.5%
96 TSM 0.11% 20,771 $6M $303.90 $791K +1,004 +5.1%
97 COST 0.11% 7,219 $6M $862.39 -$560K -112 -1.5%
98 ETN 0.11% 19,534 $6M $318.50 -$1M -329 -1.7%
99 IUSB 0.11% 132,600 $6M $46.54 $150K +3,700 +2.9%
100 MA 0.11% 10,801 $6M $570.90 $239K +380 +3.6%

New Positions

SymbolValue% Port
BAI $156M 2.83%
BRTR $119M 2.17%
IYG $53M 0.97%
INMU $28M 0.52%
ITA $22M 0.40%
GOCT $5M 0.09%
JMST $3M 0.05%
BDEC $1M 0.02%
CMF $845K 0.02%
SCHO $575K 0.01%
NBSD $575K 0.01%
VMI $446K 0.01%
IVE $428K 0.01%
GAM $376K 0.01%
SHLD $376K 0.01%

Sold Out Positions

SymbolValue% Port
EXR —%
SE —%
PFGC —%
SMG —%
IP —%
TAK —%
TSN —%
UL —%
CF —%
WSO —%
WPM —%
LNC —%
GIS —%
GDDY —%
DEO —%
View SEC EDGAR Filings for SAGESPRING WEALTH PARTNERS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms