account_balance
Investment manager · 13F filer · SEC CIK 2056425
Sagespring Wealth Partners, LLC
Follow Sagespring Wealth Partners
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$6.71Bas of Sep 30, 2026
Positions883 87 new, 50 sold out
Top 10 weight42.1%DYNF alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DYNFBlackRock ETF Trust
7.0%Added +5%
JAVAJ P Morgan Exchange Traded F
6.4%Added +4%
FBCGFidelity Covington Trust
5.4%Added +5%
VOOVanguard Index FDS
4.8%
IVViShares Tr
4.2%Added +2%
BAIBlackRock ETF Trust
3.9%Added +6%
PWRDTCW ETF Trust
2.9%Added +5%
EFViShares Tr
2.6%Added +5%
ABFLAbacus FCF ETF Tr
2.5%Added +5%
BINCBlackRock ETF Trust II
2.5%Added +3%
EMOPAb Active Etfs Inc
2.3%Added +8%
FBNDFidelity Merrimack STR Tr
2.1%Added +6%
DYNFBlackRock ETF Trust
7.0%Added +5%
JAVAJ P Morgan Exchange Traded F
6.4%Added +4%
FBCGFidelity Covington Trust
5.4%Added +5%
VOOVanguard Index FDS
4.8%
IVViShares Tr
4.2%+2%
BAIBlackRock ETF Trust
3.9%
PWRD2.9%
EFViShares Tr
2.6%
ABFLAbacus FCF ETF Tr
2.5%
BINC
EMOP
FBND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DYNF BlackRock ETF Trust 7.0% Added +5%
JAVA J P Morgan Exchange Traded F 6.4% Added +4%
FBCG Fidelity Covington Trust 5.4% Added +5%
VOO Vanguard Index FDS 4.8% Held
IVV iShares Tr 4.2% Added +2%
BAI BlackRock ETF Trust 3.9% Added +6%
PWRD TCW ETF Trust 2.9% Added +5%
EFV iShares Tr 2.6% Added +5%
ABFL Abacus FCF ETF Tr 2.5% Added +5%
BINC BlackRock ETF Trust II 2.5% Added +3%
EMOP Ab Active Etfs Inc 2.3% Added +8%
FBND Fidelity Merrimack STR Tr 2.1% Added +6%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.