You're signed outSign in or to get full access.
Sagespring Wealth Partners, LLC
SageSpring Wealth Partners, LLC is a registered investment adviser headquartered in Franklin, Tennessee, United States. Founded in 2016, SageSpring operates as a limited liability company and is majority-owned (over 75%) by SageSpring Holdings, LLC. The firm primarily serves individuals, including both high net worth and other clients, and provides personalized investment advisory services tailored to each client’s needs. As of 2025, SageSpring employs approximately 180 professionals, focusing on financial planning, investment management, and wealth advisory services for private clients.
Investment Strategy
SageSpring Wealth Partners provides personalized investment advisory and wealth management services, basing its approach on a flexible model that tailors portfolios and strategies to the individual needs of clients. The firm primarily serves individual investors, with a focus on both high net worth and other individuals, offering fee-based management of assets across a diversified range of securities. Strategies are customized to meet risk tolerance, objectives, and time horizons, often involving both discretionary and non-discretionary accounts. The investment process emphasizes holistic financial planning, ongoing monitoring, and regular client communication to align investments with changing life circumstances and market conditions.
Latest 13F Filing Activity
Sagespring Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 693 equity positions with a total 13F market value of $5B. The fund increased holdings in Fidelity Covington Trust, Blackrock Etf Trust, Ishares Inc. among other positions. Sagespring Wealth Partners, LLC reduced exposure to Ishares TR, Ishares TR, PIMCO Etf TR among others.
Top Holdings
Equity Positions (693)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBCG | FIDELITY COVINGTON TRUST | 6.47% | $300.5M | 6,228,360 | $45.37 | $48.24 | +$52.9M |
V VOO | VANGUARD INDEX FDS | 6.37% | $295.8M | 1,547,982 | $524.18 | $568.03 | +$9.5M |
D DYNF | BLACKROCK ETF TRUST | 6.27% | $291.1M | 5,344,939 | $51.27 | $54.46 | +$49.3M |
T TTAC | TRIMTABS ETF TR | 5.34% | $248.0M | 3,504,909 | $66.51 | $70.76 | +$36.9M |
J JAVA | J P MORGAN EXCHANGE TRADED F | 4.33% | $201.1M | 3,069,729 | $63.71 | $65.50 | +$22.9M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Nashville, TN , United States | |
 | Associate | Birmingham, AL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more