Sagespring Wealth Partners, LLC reported 555 positions worth $1.30B for the quarter ended Sep 30, 2026, up 7.1% on the prior quarter. It opened 51 new positions, added to 351, trimmed 151 and exited 35. Its largest holding is Apple Inc. at 6.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +36.9K | +11.3% | $8.43M | 6.39% |
| AAPL Apple Inc. | +20.1K | +8.0% | $6.69M | 6.92% |
| GOOGL Alphabet Inc. | +11.7K | +13.7% | $4.02M | 2.56% |
| BRK-B Berkshire Hathaway Inc | +7,602 | +27.1% | $3.79M | 1.37% |
| MSFT Microsoft Corp | +6,234 | +5.0% | $3.20M | 5.14% |
| IAU Ishares Gold Trust | +31.1K | +7.5% | $2.43M | 2.67% |
| V Visa Inc. | +6,556 | +16.9% | $2.36M | 1.26% |
| UNH Unitedhealth Group Inc | +6,043 | +47.5% | $2.22M | 0.53% |
| DELL Dell Technologies Inc. | +3,198 | +68.8% | $1.72M | 0.325% |
| META Meta Platforms, Inc. | +2,214 | +7.5% | $1.61M | 1.78% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -13.6K | -46.9% | $2.98M | 0.26% |
| TJX Tjx Companies Inc | -19.9K | -36.0% | $2.63M | 0.36% |
| WMT Walmart Inc. | -22.2K | -12.0% | $2.30M | 1.3% |
| NSC Norfolk Southern Corp | -5,468 | -50.8% | $1.69M | 0.126% |
| CME Cme Group Inc. | -5,482 | -18.5% | $1.44M | 0.488% |
| MPC Marathon Petroleum Corp | -3,554 | -12.8% | $1.41M | 0.74% |
| HD Home Depot, Inc. | -2,596 | -7.2% | $738.55K | 0.727% |
| MCD Mcdonalds Corp | -3,175 | -14.6% | $733.23K | 0.331% |
| AAAU Goldman Sachs Physical Gold ETF | -15.9K | -43.1% | $652.57K | 0.066% |
| CCI Crown Castle Inc. | -6,748 | -100.0% | $511.00K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRNA Moderna, Inc. | +4,011 | $772.38K | 0.059% |
| WDAY Workday, Inc. | +2,512 | $478.47K | 0.037% |
| SSII SS Innovations International, Inc. | +150.0K | $447.00K | 0.034% |
| VEEV Veeva Systems Inc | +1,331 | $379.85K | 0.029% |
| PAYC Paycom Software, Inc. | +1,648 | $358.60K | 0.028% |
| NWSA News Corp | +11.7K | $336.45K | 0.026% |
| WTM White Mountains Insurance Group Ltd | +165 | $330.41K | 0.025% |
| BBY Best Buy Co Inc | +3,742 | $330.18K | 0.025% |
| RNG RingCentral, Inc. | +4,338 | $324.06K | 0.025% |
| MSTR Strategy Inc | +2,107 | $322.49K | 0.025% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CCI Crown Castle Inc. | -6,748 | $511.00K | 0.042% |
| HDB Hdfc Bank Ltd | -13.4K | $345.80K | 0.028% |
| BRX Brixmor Property Group Inc. | -10.8K | $338.95K | 0.028% |
| NVT nVent Electric plc | -1,925 | $326.45K | 0.027% |
| BURL Burlington Stores, Inc. | -1,007 | $319.02K | 0.026% |
| MTZ Mastec Inc | -758 | $315.58K | 0.026% |
| WWD Woodward, Inc. | -728 | $309.64K | 0.026% |
| IBIT iShares Bitcoin Trust ETF | -8,612 | $286.70K | 0.024% |
| NKE NIKE, Inc. | -6,829 | $280.31K | 0.023% |
| FISV Fiserv Inc | -5,574 | $273.39K | 0.023% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 270.0K | $89.91M | 6.92% | +20.1K | +8.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 363.5K | $83.01M | 6.39% | +36.9K | +11.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 130.3K | $66.82M | 5.14% | +6,234 | +5.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 152.3K | $37.94M | 2.92% | +5,619 | +3.8% | Added | 0% |
| 5 | IAU Ishares Gold Trust | Others | 445.1K | $34.76M | 2.67% | +31.1K | +7.5% | Added | 0.06% |
| 6 | GOOGL Alphabet Inc. | Technology | 96.7K | $33.28M | 2.56% | +11.7K | +13.7% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 91.2K | $32.02M | 2.46% | +589 | +0.7% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 77.9K | $25.76M | 1.98% | +1,983 | +2.6% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 31.9K | $23.13M | 1.78% | +2,214 | +7.5% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 58.9K | $20.05M | 1.54% | +170 | +0.3% | Added | 0% |
| 11 | MU Micron Technology Inc | Technology | 17.0K | $18.09M | 1.39% | +1,446 | +9.3% | Added | 0% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 29.2K | $17.84M | 1.37% | +2,107 | +7.8% | Added | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 35.7K | $17.77M | 1.37% | +7,602 | +27.1% | Added | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 162.9K | $16.93M | 1.3% | -22.2K | -12.0% | Reduced | 0% |
| 15 | V Visa Inc. | Financial Services | 45.4K | $16.33M | 1.26% | +6,556 | +16.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Sagespring Wealth Partners.
As of its Q3 2026 13F filing, Sagespring Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 6.9%, Nvidia Corp (NVDA) at 6.4%, Microsoft Corp (MSFT) at 5.1%, Amazon Com Inc (AMZN) at 2.9%, Ishares Gold Trust (IAU) at 2.7% of the reported portfolio.
Sagespring Wealth Partners, LLC reported a 13F portfolio worth $1.30B across 555 positions for Q3 2026. That is up 7.1% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($8.43M), Apple Inc. ($6.69M), Alphabet Inc. ($4.02M). It opened 51 new positions.
Its largest sales by value were International Business Machines Corp ($2.98M), Tjx Companies Inc ($2.63M), Walmart Inc. ($2.30M). It exited 35 positions entirely.
From the Form 13F-HR reports Sagespring Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.