Sagespring Wealth Partners, LLC

Sagespring Wealth Partners, LLC reported 846 holdings worth US$6.51B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

Sagespring Wealth Partners, LLC reported 846 holdings worth US$6.51B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 3, 2026 (Form 13F).

Holdings
846
Value as reported
US$6.51B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc250KUS$72.3M1.1%
Nvidia Corporation327KUS$65.3M1.0%
Alphabet Inc (google) Class C143KUS$51.1M0.79%
Microsoft Corp.124KUS$46.3M0.71%
Amazon.com, Inc.147KUS$35M0.54%
Broadcom Inc.90,580US$34.2M0.53%
Jp Morgan Chase & Co.75,894US$24.8M0.38%
Walmart Inc.185KUS$21M0.32%
Caterpillar, Inc.18,505US$19.7M0.30%
Micron Technology, Inc.15,536US$17.9M0.28%
Meta Platforms, Inc.29,688US$16.7M0.26%
Tesla, Inc.38,535US$16.2M0.25%
Advanced Micro Devices Inc27,057US$15.7M0.24%
Berkshire Hathaway Inc.31,073US$15.5M0.24%
Visa Inc.38,884US$13.3M0.20%
Eli Lilly And Company11,000US$13.2M0.20%
Home Depot, Inc. (the)35,809US$12.6M0.19%
Johnson & Johnson46,596US$11.8M0.18%
Goldman Sachs Group, Inc. (the)10,504US$10.6M0.16%
Taiwan Semiconductor Manufacturing Co., Ltd.21,875US$10.4M0.16%
Abbvie Inc.39,038US$9.82M0.15%
Philip Morris International Inc53,981US$9.77M0.15%
Merck & Company, Inc.67,467US$8.67M0.13%
Chevron Corporation50,841US$8.43M0.13%
Tjx Companies, Inc. (the)55,288US$8.38M0.13%
Applied Materials, Inc.11,256US$8.14M0.13%
International Business Machines Corporation28,910US$8.13M0.12%
Rtx Corporation41,616US$7.9M0.12%
Costco Wholesale Corporation8,300US$7.76M0.12%
American Express Company22,554US$7.63M0.12%
Coca-cola Company (the)91,373US$7.43M0.11%
Cisco Systems, Inc.61,969US$7.28M0.11%
Marathon Petroleum Corporation27,860US$7.12M0.11%
Intel Corporation50,719US$7.08M0.11%
Lam Research Corporation15,516US$6.72M0.10%
Ge Vernova Inc.5,677US$6.67M0.10%
Amgen Inc.18,256US$6.61M0.10%
Bank Of America Corporation116KUS$6.58M0.10%
Cme Group Inc.29,703US$6.56M0.10%
Analog Devices, Inc.15,698US$6.23M0.10%
Kla Corporation19,705US$5.95M0.09%
Mcdonald's Corporation21,786US$5.89M0.09%
Altria Group, Inc.79,743US$5.74M0.09%
Ge Aerospace14,711US$5.5M0.08%
Unitedhealth Group Incorporated12,729US$5.29M0.08%
Mastercard Incorporated10,211US$5.24M0.08%
Procter & Gamble Company (the)35,575US$5.22M0.08%
Southern Company (the)52,506US$5.03M0.08%
Morgan Stanley23,231US$4.86M0.07%
Duke Energy Corporation (holding Company)37,152US$4.7M0.07%
Citigroup, Inc.31,790US$4.45M0.07%
Texas Instruments Incorporated14,706US$4.38M0.07%
Verizon Communications Inc.101KUS$4.27M0.07%
Nextera Energy, Inc.47,041US$4.13M0.06%
Motorola Solutions, Inc.9,785US$4.06M0.06%
Union Pacific Corporation14,681US$3.99M0.06%
Hca Healthcare, Inc.10,218US$3.98M0.06%
Asml Holding Nv2,002US$3.98M0.06%
Corning Incorporated15,451US$3.95M0.06%
Wells Fargo & Company47,649US$3.94M0.06%
Cummins Inc.5,488US$3.91M0.06%
Amphenol Corporation20,718US$3.65M0.06%
Oracle Corporation24,824US$3.64M0.06%
Fedex Corporation11,560US$3.62M0.06%
Sandisk Corporation1,515US$3.44M0.05%
Palantir Technologies Inc.29,288US$3.42M0.05%
Norfolk Southern Corporation10,762US$3.39M0.05%
Netflix, Inc.46,766US$3.34M0.05%
Deere & Company5,092US$3.23M0.05%
Freeport-mcmoran, Inc.48,651US$3.06M0.05%
Marvell Technology, Inc.9,776US$2.91M0.04%
Palo Alto Networks, Inc.8,525US$2.91M0.04%
Crowdstrike Holdings, Inc.3,802US$2.9M0.04%
Gilead Sciences, Inc.21,878US$2.76M0.04%
Archer-daniels-midland Company35,002US$2.67M0.04%
U.s. Bancorp41,529US$2.51M0.04%
Agnico Eagle Mines Limited16,001US$2.48M0.04%
Realty Income Corporation39,240US$2.43M0.04%
Parker-hannifin Corporation2,453US$2.4M0.04%
Boeing Company (the)10,711US$2.32M0.04%
Western Digital Corporation3,626US$2.32M0.04%
At&t Inc.112KUS$2.31M0.04%
Hsbc Holdings Plc24,089US$2.29M0.04%
Salesforce, Inc.14,459US$2.27M0.03%
Pepsico, Inc.16,285US$2.21M0.03%
Arista Networks, Inc.12,829US$2.18M0.03%
S&p Global Inc.5,311US$2.16M0.03%
Prologis, Inc.15,957US$2.16M0.03%
Air Products And Chemicals, Inc.7,030US$2.06M0.03%
Pnc Financial Services Group, Inc. (the)8,304US$2.04M0.03%
Darden Restaurants, Inc.9,875US$2.03M0.03%
Blackrock, Inc.2,091US$2.01M0.03%
Dell Technologies Inc.4,645US$2M0.03%
Lowe's Companies, Inc.9,029US$1.99M0.03%
Williams Companies, Inc. (the)26,621US$1.98M0.03%
Thermo Fisher Scientific Inc3,837US$1.92M0.03%
Walt Disney Company (the)19,588US$1.89M0.03%
Allstate Corporation (the)7,841US$1.87M0.03%
Cvs Health Corporation17,974US$1.86M0.03%
Qualcomm Incorporated10,061US$1.86M0.03%

Every holding of Sagespring Wealth Partners, LLC

Source

View original at SEC

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