Sagespring Wealth Partners, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 651
Total Value: 3962871958
Accession Number: 0002056425-25-000002
Form Type: 13F-HR
CIK: 0002056425
Manager Name: Sagespring Wealth Partners, LLC

Data Enrichment

76% identified

494 identified157 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

651 positions • $3,962,871.958K total value

651 positions

Manager:

SEC FilingSEC DataHachi Filing

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464288885

EFG|464288885

426911(-40.0%)

Value:

$42.7B(-38.0%)

89628W708

1444766

Value:

$41.1B

MICROSOFT CORP

MSFT|594918104

95040(+4.7%)

Value:

$35.7B(-6.7%)

464285204

560530(+170.0%)

Value:

$33.0B(+221.5%)

464287432

362931(+24.3%)

Value:

$33.0B(+29.6%)

46429B697

USMV|46429B697

333897(-7.7%)

Value:

$31.3B(-2.7%)

72201R866

572442(+1.0%)

Value:

$29.5B(+0.7%)

92203J407

BNDX|92203J407

28603121(+3.6%)

Value:

$28.7B(+3.9%)

464288661

242067

Value:

$28.6B

NVIDIA CORP

NVDA|67066G104

256250(+18.5%)

Value:

$27.8B(-4.3%)

464287507

IJH|464287507

475403(-34.8%)

Value:

$27.7B(-38.9%)

316092840

537319

Value:

$26.7B

AMAZON COM INC

AMZN|023135106

176427(+11.4%)

Value:

$21.7B(+2.5%)

464288653

198462(-5.8%)

Value:

$20.6B(-1.8%)

464287804

IJR|464287804

196019(-40.0%)

Value:

$20.5B(-45.6%)

922908629

VO|922908629

78467(-30.3%)

Value:

$20.3B(-31.7%)

464288414

MUB|464288414

184426(+15.6%)

Value:

$19.4B(+14.3%)

921937835

BND|921937835

17485429(+1.9%)

Value:

$18.5B(+2.2%)

464287309

IVW|464287309

193434(+38.5%)

Value:

$18.0B(+26.6%)

922907746

VTEB|922907746

346642(-59.9%)

Value:

$17.2B(-60.3%)

Instrument	Shares		Other Manager	Value
(EFGcusip464288885)	426.9K	QoQ -39.99% (-284.5K) YoY-	All Managers (Combined)	$42.7M	QoQ -38.03% (-$26.2M) YoY-
(cusip89628W708)✕	1.4M	QoQ NEW(+1.4M) YoY-	All Managers (Combined)	$41.1M	QoQ NEW(+$41.1M) YoY-
Microsoft Corp(MSFTcusip594918104)	95.0K	QoQ +4.71% (-4.3K) YoY-	All Managers (Combined)	$35.7M	QoQ -6.74% (-$2.6M) YoY-
(cusip464285204)✕	560.5K	QoQ +169.99% (+352.9K) YoY-	All Managers (Combined)	$33.0M	QoQ +221.52% (+$22.8M) YoY-
(cusip464287432)✕	362.9K	QoQ +24.30% (+71.0K) YoY-	All Managers (Combined)	$33.0M	QoQ +29.57% (+$7.5M) YoY-
(USMVcusip46429B697)	333.9K	QoQ -7.72% (-28.0K) YoY-	All Managers (Combined)	$31.3M	QoQ -2.66% (-$855.8K) YoY-
(cusip72201R866)✕	572.4K	QoQ +1.02% (+5.8K) YoY-	All Managers (Combined)	$29.5M	QoQ +0.67% (+$198.9K) YoY-
(BNDXcusip92203J407)	28.6M	QoQ +3.63% (+1.0M) YoY-	All Managers (Combined)	$28.7M	QoQ +3.92% (+$1.1M) YoY-
(cusip464288661)✕	242.1K	QoQ NEW(+242.1K) YoY-	All Managers (Combined)	$28.6M	QoQ NEW(+$28.6M) YoY-
Nvidia Corp(NVDAcusip67066G104)	256.3K	QoQ +18.54% (-40.1K) YoY-	All Managers (Combined)	$27.8M	QoQ -4.32% (-$1.3M) YoY-
(IJHcusip464287507)	475.4K	QoQ -34.76% (-253.3K) YoY-	All Managers (Combined)	$27.7M	QoQ -38.90% (-$17.7M) YoY-
(cusip316092840)✕	537.3K	QoQ NEW(+537.3K) YoY-	All Managers (Combined)	$26.7M	QoQ NEW(+$26.7M) YoY-
Amazon Com Inc(AMZNcusip023135106)	176.4K	QoQ +11.37% (+18.0K) YoY-	All Managers (Combined)	$21.7M	QoQ +2.48% (+$526.2K) YoY-
(cusip464288653)✕	198.5K	QoQ -5.80% (-12.2K) YoY-	All Managers (Combined)	$20.6M	QoQ -1.81% (-$381.2K) YoY-
(IJRcusip464287804)	196.0K	QoQ -40.02% (-130.8K) YoY-	All Managers (Combined)	$20.5M	QoQ -45.57% (-$17.2M) YoY-
(VOcusip922908629)	78.5K	QoQ -30.29% (-34.1K) YoY-	All Managers (Combined)	$20.3M	QoQ -31.74% (-$9.4M) YoY-
(MUBcusip464288414)	184.4K	QoQ +15.55% (+24.8K) YoY-	All Managers (Combined)	$19.4M	QoQ +14.35% (+$2.4M) YoY-
(BNDcusip921937835)	17.5M	QoQ +1.87% (+321.7K) YoY-	All Managers (Combined)	$18.5M	QoQ +2.19% (+$399.0K) YoY-
(IVWcusip464287309)	193.4K	QoQ +38.48% (+53.8K) YoY-	All Managers (Combined)	$18.0M	QoQ +26.61% (+$3.8M) YoY-
(VTEBcusip922907746)	346.6K	QoQ -59.87% (-517.3K) YoY-	All Managers (Combined)	$17.2M	QoQ -60.28% (-$26.1M) YoY-