Sagespring Wealth Partners, LLC holds a diversified book of 791 stocks worth $5.5B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened AB Emrg MRKT Opportuniti ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ishrs US E F R A ETF-Usd Inc at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056425/holdings"
Use Arkolith to show SAGESPRING WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock ETF Trust ISHARES US EQUIT | $364.7M | 6.27M | 6.6% | ▼−3.1% Reduced · −202K sh | |
| 2 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $341.9M | 4.77M | 6.2% | ▲+13% Added · +566K sh | |
| 3 | Fidelity Covington Trust BLUE CHIP GRWTH | $282.8M | 5.64M | 5.2% | ▼−21% Reduced · −1.5M sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $280.1M | 468.8K | 5.1% | ▼−69% Reduced · −1.0M sh | |
| 5 | BlackRock ETF Trust ISHARES A I INNO | $245.3M | 7.45M | 4.5% | ▲+59% Added · +2.8M sh | |
| 6 | Ishares TR CORE S&P500 ETF | $226.7M | 347.0K | 4.1% | ▼−1.5% Reduced · −5K sh | |
| 7 | TCW ETF Trust TRANSFORM SYSTEM | $206.0M | 2.11M | 3.8% | ▼−10% Reduced · −245K sh | |
| 8 | BlackRock ETF Trust II ISHARES FLEXIBLE | $148.6M | 2.86M | 2.7% | ▼−0.1% Reduced · −4K sh | |
| 9 | Abacus FCF ETF TR ABACUS FCF LEADE | $137.7M | 1.94M | 2.5% | ▼−55% Reduced · −2.4M sh | |
| 10 | Ishares TR EAFE VALUE ETF | $122.4M | 1.65M | 2.2% | ▲+71% Added · +684K sh | |
| 11 | Fidelity Merrimack STR TR TOTAL BD ETF | $121.9M | 2.67M | 2.2% | ▼−74% Reduced · −7.5M sh | |
| 12 | Ishares TR CORE MSCI EAFE | $118.4M | 1.31M | 2.2% | ▼−6.2% Reduced · −86K sh | |
| 13 | AB Active Etfs Inc EMERGING MKTS OP | $118.4M | 2.70M | 2.2% | ▲New New position | |
| 14 | BlackRock ETF Trust II ISHARES TOTAL RE | $98.4M | 1.96M | 1.8% | ▼−17% Reduced · −392K sh | |
| 15 | Ishares TR CORE US AGGBD ET | $92.3M | 929.7K | 1.7% | ▼−96% Reduced · −23.6M sh | |
| 16 | J P Morgan Exchange Traded F INTRNL RES EQT | $84.0M | 1.11M | 1.5% | ▼−32% Reduced · −523K sh | |
| 17 | Ishares Inc EMNG MKTS EQT | $83.5M | 1.38M | 1.5% | ▲+16% Added · +191K sh | |
| 18 | Ishares TR U.S. FIN SVC ETF | $74.2M | 896.1K | 1.4% | ▲+55% Added · +320K sh | |
| 19 | Fidelity Covington Trust HIGH DIVID ETF | $71.1M | 1.29M | 1.3% | ▲+96% Added · +631K sh | |
| 20 | Ishares TR US CONSM STAPLES | $63.1M | 900.6K | 1.1% | ▲New New position | |
| 21 | Invesco QQQ TR UNIT SER 1 | $61.6M | 106.7K | 1.1% | ▲+4.3% Added · +4K sh | |
| 22 | Apple Inc COM | $60.3M | 237.5K | 1.1% | ▲+1.8% Added · +4K sh | |
| 23 | Ishares TR 3 7 YR TREAS BD | $57.8M | 487.3K | 1.1% | ▲+4.0% Added · +19K sh | |
| 24 | Ishares TR US TREAS BD ETF | $57.6M | 2.51M | 1.1% | ▲103× Added · +2.5M sh | |
| 25 | Abacus FCF ETF TR ABACUS FCF REAL | $56.7M | 1.81M | 1.0% | ▲+91% Added · +864K sh | |
| 26 | Nvidia Corporation COM | $53.8M | 308.4K | 1.0% | ▲+0.5% Added · +1K sh | |
| 27 | Ishares TR 10-20 YR TRS ETF | $52.7M | 522.8K | 1.0% | ▲+29% Added · +117K sh | |
| 28 | BlackRock ETF Trust II ISHARES INTERMED | $44.7M | 1.87M | 0.8% | ▲+58% Added · +689K sh | |
| 29 | Microsoft Corp COM | $44.2M | 119.4K | 0.8% | ▲+2.5% Added · +3K sh | |
| 30 | Ishares Gold TR ISHARES NEW | $34.9M | 395.8K | 0.6% | ▼−32% Reduced · −184K sh | |
| 31 | Ishares Inc CORE MSCI EMKT | $33.9M | 486.1K | 0.6% | ▼−80% Reduced · −1.9M sh | |
| 32 | Ishares TR S&P 500 GRWT ETF | $32.6M | 288.5K | 0.6% | ▼−6.9% Reduced · −21K sh | |
| 33 | Ishares TR US AER DEF ETF | $32.1M | 146.5K | 0.6% | ▲+44% Added · +45K sh | |
| 34 | Amazon Com Inc COM | $28.9M | 138.9K | 0.5% | ▼−32% Reduced · −64K sh | |
| 35 | Broadcom Inc COM | $27.7M | 89.5K | 0.5% | ▲+3.5% Added · +3K sh | |
| 36 | Ishares TR CORE S&P MCP ETF | $24.7M | 365.6K | 0.5% | ▼−4.4% Reduced · −17K sh | |
| 37 | Alphabet Inc CAP STK CL A | $23.3M | 80.9K | 0.4% | ▲+0.8% Added · +652 sh | |
| 38 | Ishares TR NATIONAL MUN ETF | $22.7M | 213.9K | 0.4% | ▼−13% Reduced · −31K sh | |
| 39 | Ishares TR MSCI USA MIN VOL | $22.6M | 243.2K | 0.4% | ▼−7.1% Reduced · −19K sh | |
| 40 | Walmart Inc COM | $22.3M | 179.2K | 0.4% | ▲+4.7% Added · +8K sh | |
| 41 | JPMorgan Chase & Co COM | $21.8M | 74.1K | 0.4% | ▼−3.2% Reduced · −2K sh | |
| 42 | Vanguard Mun BD FDS TAX EXEMPT BD | $21.1M | 423.7K | 0.4% | ▲+74% Added · +180K sh | |
| 43 | Ishares TR CORE S&P TTL STK | $20.0M | 140.4K | 0.4% | ▲+41% Added · +41K sh | |
| 44 | Ishares TR U.S. TECH ETF | $18.8M | 103.8K | 0.3% | ▼−85% Reduced · −598K sh | |
| 45 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $18.5M | 344.5K | 0.3% | ▼−37% Reduced · −204K sh | |
| 46 | Meta Platforms Inc CL A | $17.5M | 30.6K | 0.3% | ▼−13% Reduced · −5K sh | |
| 47 | Vanguard Index FDS MID CAP ETF | $17.3M | 60.3K | 0.3% | ▼−4.9% Reduced · −3K sh | |
| 48 | Ishares TR RUS 1000 GRW ETF | $17.2M | 40.2K | 0.3% | ▼−0.3% Reduced · −101 sh | |
| 49 | Alphabet Inc CAP STK CL C | $16.3M | 56.8K | 0.3% | ▲+5.4% Added · +3K sh | |
| 50 | Ishares TR MSCI USA MMENTM | $15.9M | 66.2K | 0.3% | ▼−3.8% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 791 | $5.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 783 | $5.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 733 | $5.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 706 | $4.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 651 | $4.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 602 | $3.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.