SAGESPRING WEALTH PARTNERS, LLC
•CIK: 2056425•Filing: Q4 2025
SAGESPRING WEALTH PARTNERS, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its concentrated, high-conviction investment strategy, currently managing $5.5 billion in assets across 783 positions. The fund recently made notable moves by adding JMUB and IYF, up 759% and 253% respectively, while significantly cutting EUSA and RFV by 96% and 88%, reflecting its dynamic approach to capitalizing on market opportunities.
Total AUM
$5.5B
QoQ Performance
+7.7%
Positions
599
Top 10 Concentration
46.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DYNF
FBCG
VOO
DYNF6.4%
FBCG6.4%
VOO5.5%
ABFL4.9%
JAVA4.7%
PWRD3.5%
IVV3.3%
BAI2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.7%
ETF9.5%
Technology6.0%
Consumer2.0%
Financial2.0%
Healthcare1.1%
Industrial0.7%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+536 more exited positions
Changes from Q3 2025
NEW8 new positions
↑122 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024