Holdings

Sagespring Wealth Partners, LLC

As of Jun 30, 2026, Sagespring Wealth Partners, LLC reported 496 positions worth US$1.13B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc250KUS$72.3M+12,394Jun 30, 2026
Nvidia Corporation327KUS$65.3M+18,191Jun 30, 2026
Alphabet Inc (google) Class C143KUS$51.1M+5,515Jun 30, 2026
Microsoft Corp.124KUS$46.3M+4,696Jun 30, 2026
Amazon.com, Inc.147KUS$35M+7,763Jun 30, 2026
Broadcom Inc.90,580US$34.2M+1,126Jun 30, 2026
Jp Morgan Chase & Co.75,894US$24.8M+1,797Jun 30, 2026
Walmart Inc.185KUS$21M+5,845Jun 30, 2026
Caterpillar, Inc.18,505US$19.7M+255Jun 30, 2026
Micron Technology, Inc.15,536US$17.9M+1,481Jun 30, 2026