SAGESPRING WEALTH PARTNERS, LLC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$5.5B
Holdings
783
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (783 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VTIVANGUARD INDEX FDS | 57,762 | $6.1B | 110.43% | |
| 102 | PGPROCTER AND GAMBLE CO | 38,780 | $5.6B | 100.96% | |
| 103 | QCOCFIRST TR EXCHNG TRADED FD VI | 241,392 | $5.4B | 98.44% | |
| 104 | AMDADVANCED MICRO DEVICES INC | 25,281 | $5.4B | 98.36% | |
| 105 | KOCOCA COLA CO | 75,966 | $5.3B | 96.48% | |
| 106 | FCORFIDELITY MERRIMACK STR TR | 5,205,000 | $5.2B | 94.57% | |
| 107 | PLTRPALANTIR TECHNOLOGIES INC | 29,241 | $5.2B | 94.42% | |
| 108 | AMGNAMGEN INC | 15,725 | $5.1B | 93.50% | |
| 109 | MPCMARATHON PETE CORP | 31,245 | $5.1B | 92.31% | |
| 110 | SPYSPDR S&P 500 ETF TR | 143,154 | $5.1B | 92.02% | |
| 111 | HCAHCA HEALTHCARE INC | 10,527 | $4.9B | 89.28% | |
| 112 | CGBLCAPITAL GROUP CORE BALANCED | 138,824 | $4.9B | 89.10% | |
| 113 | NFLXNETFLIX INC | 50,373 | $4.7B | 85.79% | |
| 114 | GOCTFIRST TR EXCHNG TRADED FD VI | 119,371 | $4.7B | 85.21% | |
| 115 | GPIXGOLDMAN SACHS ETF TR | 87,198 | $4.6B | 83.65% | |
| 116 | CSCOCISCO SYS INC | 59,085 | $4.6B | 82.69% | |
| 117 | GEGE AEROSPACE | 14,708 | $4.5B | 82.30% | |
| 118 | CGGOCAPITAL GROUP GBL GROWTH EQT | 200,838 | $4.5B | 82.19% | |
| 119 | ESGUISHARES TR | 30,300 | $4.5B | 82.01% | |
| 120 | CRMSALESFORCE INC | 16,865 | $4.5B | 81.16% | |
| 121 | CGDGCAPITAL GROUP DIVIDEND VALUE | 101,906 | $4.4B | 80.80% | |
| 122 | SOSOUTHERN CO | 50,692 | $4.4B | 80.31% | |
| 123 | MOALTRIA GROUP INC | 73,097 | $4.2B | 76.56% | |
| 124 | IEFISHARES TR | 43,643 | $4.2B | 76.24% | |
| 125 | SDYSPDR SER TR | 30,018 | $4.2B | 75.89% | |
| 126 | BILSPDR SER TR | 45,552 | $4.2B | 75.62% | |
| 127 | IVLUISHARES TR | 109,008 | $4.1B | 75.35% | |
| 128 | VIGVANGUARD SPECIALIZED FUNDS | 18,839 | $4.1B | 75.22% | |
| 129 | WFCWELLS FARGO CO NEW | 44,285 | $4.1B | 74.98% | |
| 130 | ABTABBOTT LABS | 32,569 | $4.1B | 74.13% | |
| 131 | DUKDUKE ENERGY CORP NEW | 34,749 | $4.1B | 73.98% | |
| 132 | MSIMOTOROLA SOLUTIONS INC | 10,611 | $4.1B | 73.89% | |
| 133 | ORCLORACLE CORP | 20,834 | $4.1B | 73.76% | |
| 134 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,589 | $4.0B | 72.22% | |
| 135 | DWDMORGAN STANLEY | 21,494 | $3.8B | 69.31% | |
| 136 | ADIANALOG DEVICES INC | 13,993 | $3.8B | 68.93% | |
| 137 | GEVGE VERNOVA INC | 5,739 | $3.8B | 68.13% | |
| 138 | UNHUNITEDHEALTH GROUP INC | 11,264 | $3.7B | 67.55% | |
| 139 | CBCHUBB LIMITED | 11,795 | $3.7B | 66.88% | |
| 140 | SCHVSCHWAB STRATEGIC TR | 123,576 | $3.7B | 66.48% | |
| 141 | MUMICRON TECHNOLOGY INC | 12,503 | $3.6B | 64.83% | |
| 142 | USHYISHARES TR | 94,313 | $3.5B | 64.06% | |
| 143 | IWMISHARES TR | 14,247 | $3.5B | 63.72% | |
| 144 | BACVERIZON COMMUNICATIONS INC | 86,084 | $3.5B | 63.70% | |
| 145 | TRVCCITIGROUP INC | 29,322 | $3.4B | 62.15% | |
| 146 | TTTRANE TECHNOLOGIES PLC | 8,713 | $3.4B | 61.61% | |
| 147 | NEENEXTERA ENERGY INC | 42,161 | $3.4B | 61.48% | |
| 148 | ZALTINNOVATOR ETFS TRUST | 102,235 | $3.3B | 60.48% | |
| 149 | VUGVANGUARD INDEX FDS | 6,347 | $3.1B | 56.25% | |
| 150 | SMMVISHARES TR | 71,228 | $3.1B | 56.07% | |
| 151 | MDTMEDTRONIC PLC | 31,917 | $3.1B | 55.69% | |
| 152 | VTVANGUARD INTL EQUITY INDEX F | 21,582 | $3.0B | 55.31% | |
| 153 | SPGIS&P GLOBAL INC | 5,815 | $3.0B | 55.21% | |
| 154 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.0B | 54.85% | |
| 155 | UNPUNION PAC CORP | 12,817 | $3.0B | 53.85% | |
| 156 | TAT&T INC | 118,234 | $2.9B | 53.34% | |
| 157 | APHAMPHENOL CORP NEW | 21,330 | $2.9B | 52.36% | |
| 158 | TMOTHERMO FISHER SCIENTIFIC INC | 4,902 | $2.8B | 51.60% | |
| 159 | GILDGILEAD SCIENCES INC | 22,945 | $2.8B | 51.16% | |
| 160 | JMSTJ P MORGAN EXCHANGE TRADED F | 54,602 | $2.8B | 50.53% | |
| 161 | INTUINTUIT | 4,163 | $2.8B | 50.09% | |
| 162 | JCIJOHNSON CTLS INTL PLC | 22,475 | $2.7B | 48.89% | |
| 163 | BLKBLACKROCK INC | 2,485 | $2.7B | 48.33% | |
| 164 | CMICUMMINS INC | 5,181 | $2.6B | 48.04% | |
| 165 | VGTVANGUARD WORLD FDS | 3,388 | $2.6B | 46.38% | |
| 166 | COWZPACER FDS TR | 40,464 | $2.4B | 44.22% | |
| 167 | BABOEING CO | 11,183 | $2.4B | 44.10% | |
| 168 | AMATAPPLIED MATLS INC | 9,417 | $2.4B | 43.97% | |
| 169 | PEPPEPSICO INC | 16,584 | $2.4B | 43.24% | |
| 170 | LOWLOWES COS INC | 9,835 | $2.4B | 43.08% | |
| 171 | LRCXLAM RESEARCH CORP | 13,786 | $2.4B | 42.86% | |
| 172 | DEDEERE & CO | 5,055 | $2.4B | 42.75% | |
| 173 | HDVISHARES TR | 19,313 | $2.3B | 42.66% | |
| 174 | AEMAGNICO EAGLE MINES LTD | 13,327 | $2.3B | 41.04% | |
| 175 | FLQLFRANKLIN TEMPLETON ETF TR | 31,762 | $2.2B | 40.01% | |
| 176 | OREALTY INCOME CORP | 38,867 | $2.2B | 39.79% | |
| 177 | VYMVANGUARD WHITEHALL FDS | 15,218 | $2.2B | 39.68% | |
| 178 | RCLROYAL CARIBBEAN GROUP | 7,802 | $2.2B | 39.53% | |
| 179 | COFCAPITAL ONE FINL CORP | 8,941 | $2.2B | 39.35% | |
| 180 | LINLINDE PLC | 5,074 | $2.2B | 39.30% | |
| 181 | KLACKLA CORP | 1,777 | $2.2B | 39.23% | |
| 182 | QCOMQUALCOMM INC | 12,309 | $2.1B | 38.24% | |
| 183 | PHPARKER-HANNIFIN CORP | 2,371 | $2.1B | 37.85% | |
| 184 | SUBISHARES TR | 19,410 | $2.1B | 37.63% | |
| 185 | ISRGINTUITIVE SURGICAL INC | 3,551 | $2.0B | 36.54% | |
| 186 | EFAISHARES TR | 20,915 | $2.0B | 36.48% | |
| 187 | IWRISHARES TR | 20,270 | $2.0B | 35.45% | |
| 188 | UBERUBER TECHNOLOGIES INC | 23,799 | $1.9B | 35.32% | |
| 189 | DISDISNEY WALT CO | 17,092 | $1.9B | 35.32% | |
| 190 | EUSAISHARES INC | 266,283 | $1.9B | 35.12% | |
| 191 | QQQMINVESCO EXCH TRADED FD TR II | 7,589 | $1.9B | 34.87% | |
| 192 | TXNTEXAS INSTRS INC | 10,830 | $1.9B | 34.12% | |
| 193 | BXBLACKSTONE INC | 12,140 | $1.9B | 33.99% | |
| 194 | AZNASTRAZENECA PLC | 20,235 | $1.9B | 33.79% | |
| 195 | NXPINXP SEMICONDUCTORS N V | 8,536 | $1.9B | 33.65% | |
| 196 | ASMLASML HOLDING N V | 1,724 | $1.8B | 33.50% | |
| 197 | VBVANGUARD INDEX FDS | 7,138 | $1.8B | 33.45% | |
| 198 | CGDGCAPITAL GROUP DIVIDEND GROWE | 51,427 | $1.8B | 33.28% | |
| 199 | DDTOINNOVATOR ETFS TRUST | 54,615 | $1.8B | 33.25% | |
| 200 | HBC2HSBC HLDGS PLC | 23,100 | $1.8B | 33.01% |