Sagespring Wealth Partners 13F Holdings & Latest Moves

13F filer · Latest filing Oct 22, 2026

Latest 13F moves (filed Oct 22, 2026): 34 added, 6 reduced. Largest change by value: added $DYNF ($469.70M held).

New positions
0
Added / reduced
34 / 6
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DYNF Added +300.15K (+4.63%) 6.78M $469.70M —
$JAVA Added +213.93K (+4.12%) 5.40M $430.61M —
$FBCG Added +252.73K (+4.58%) 5.77M $364.53M —
$IVV Added +8.82K (+2.44%) 370.01K $283.37M —
$BAI Added +295.33K (+5.59%) 5.58M $263.14M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Reduced -8.68K (-1.87%) 455.09K $318.95M —
$INMU Reduced -180.93K (-8.50%) 1.95M $44.61M —
$VTEB Reduced -146.51K (-34.65%) 276.26K $13.08M —
$SMMU Reduced -53.33K (-25.67%) 154.42K $7.63M —
$TJX Reduced -19.89K (-35.97%) 35.40K $4.68M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DYNF Added +300.15K (+4.63%) 6.78M $469.70M —
$JAVA Added +213.93K (+4.12%) 5.40M $430.61M —
$FBCG Added +252.73K (+4.58%) 5.77M $364.53M —
$IVV Added +8.82K (+2.44%) 370.01K $283.37M —
$BAI Added +295.33K (+5.59%) 5.58M $263.14M —
$PWRD Added +86.59K (+4.98%) 1.83M $192.06M —
$EFV Added +108.66K (+5.22%) 2.19M $173.26M —
$ABFL Added +91.98K (+4.65%) 2.07M $166.15M —
$BINC Added +80.31K (+2.54%) 3.24M $164.58M —
$EMOP Added +212.69K (+7.66%) 2.99M $152.26M —
$FBND Added +180.76K (+5.93%) 3.23M $139.85M —
$IWB Added +22.46K (+7.22%) 333.62K $138.83M —
$JIRE Added +73.71K (+6.11%) 1.28M $105.17M —
$FDVV Added +84.59K (+6.04%) 1.49M $90.21M —
$AAPL Added +20.08K (+8.04%) 269.99K $89.91M —
$NVDA Added +36.93K (+11.31%) 363.49K $83.01M —
$GOVT Added +232.06K (+7.77%) 3.22M $70.42M —
$ABLD Added +123.19K (+5.95%) 2.19M $67.01M —
$MSFT Added +6.23K (+5.03%) 130.28K $66.82M —
$IEI Added +26.68K (+4.97%) 563.60K $63.93M —
$IYK Added +47.83K (+6.14%) 827.04K $58.50M —
$TLH Added +61.87K (+11.01%) 623.76K $57.49M —
$GOOGL Added +11.67K (+13.72%) 96.73K $33.28M —
$MUB Added +106.34K (+48.42%) 325.96K $32.95M —
$JMUB Added +190.56K (+53.04%) 549.88K $26.16M —
$BRK.B Added +7.60K (+27.07%) 35.68K $17.77M —
$VUG Added +56.89K (+132.96%) 99.67K $8.98M —
$BIL Added +35.32K (+80.33%) 79.29K $7.27M —
$JMST Added +62.30K (+104.74%) 121.79K $6.16M —
$HYG Added +37.95K (+105.27%) 74K $5.71M —
$VTV Added +17.77K (+344.66%) 22.92K $4.95M —
$CRWD Added +12.19K (+320.70%) 15.99K $4.23M —
$BND Added +40.39K (+228.87%) 58.04K $4.07M —
$SHV Added +31.67K (+1176.09%) 34.37K $3.79M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Reduced -8.68K (-1.87%) 455.09K $318.95M —
$INMU Reduced -180.93K (-8.50%) 1.95M $44.61M —
$VTEB Reduced -146.51K (-34.65%) 276.26K $13.08M —
$SMMU Reduced -53.33K (-25.67%) 154.42K $7.63M —
$TJX Reduced -19.89K (-35.97%) 35.40K $4.68M —
$IBM Reduced -13.56K (-46.90%) 15.35K $3.38M —

All tracked 13F moves by Sagespring Wealth Partners

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Reduced -8.68K (-1.87%) 455.09K $318.95M —
$INMU Reduced -180.93K (-8.50%) 1.95M $44.61M —
$VTEB Reduced -146.51K (-34.65%) 276.26K $13.08M —
$TJX Reduced -19.89K (-35.97%) 35.40K $4.68M —
$SMMU Reduced -53.33K (-25.67%) 154.42K $7.63M —
$IBM Reduced -13.56K (-46.90%) 15.35K $3.38M —
$BND Added +40.39K (+228.87%) 58.04K $4.07M —
$VTV Added +17.77K (+344.66%) 22.92K $4.95M —
$VUG Added +56.89K (+132.96%) 99.67K $8.98M —
$BIL Added +35.32K (+80.33%) 79.29K $7.27M —
$PWRD Added +86.59K (+4.98%) 1.83M $192.06M —
$NVDA Added +36.93K (+11.31%) 363.49K $83.01M —
$MSFT Added +6.23K (+5.03%) 130.28K $66.82M —
$JMST Added +62.30K (+104.74%) 121.79K $6.16M —
$JMUB Added +190.56K (+53.04%) 549.88K $26.16M —
$JIRE Added +73.71K (+6.11%) 1.28M $105.17M —
$JAVA Added +213.93K (+4.12%) 5.40M $430.61M —
$IYK Added +47.83K (+6.14%) 827.04K $58.50M —
$IWB Added +22.46K (+7.22%) 333.62K $138.83M —
$GOVT Added +232.06K (+7.77%) 3.22M $70.42M —
$MUB Added +106.34K (+48.42%) 325.96K $32.95M —
$EFV Added +108.66K (+5.22%) 2.19M $173.26M —
$HYG Added +37.95K (+105.27%) 74K $5.71M —
$BINC Added +80.31K (+2.54%) 3.24M $164.58M —
$IVV Added +8.82K (+2.44%) 370.01K $283.37M —
$BAI Added +295.33K (+5.59%) 5.58M $263.14M —
$IEI Added +26.68K (+4.97%) 563.60K $63.93M —
$TLH Added +61.87K (+11.01%) 623.76K $57.49M —
$SHV Added +31.67K (+1176.09%) 34.37K $3.79M —
$FBND Added +180.76K (+5.93%) 3.23M $139.85M —
$FDVV Added +84.59K (+6.04%) 1.49M $90.21M —
$FBCG Added +252.73K (+4.58%) 5.77M $364.53M —
$EMOP Added +212.69K (+7.66%) 2.99M $152.26M —
$DYNF Added +300.15K (+4.63%) 6.78M $469.70M —
$CRWD Added +12.19K (+320.70%) 15.99K $4.23M —
$BRK.B Added +7.60K (+27.07%) 35.68K $17.77M —
$AAPL Added +20.08K (+8.04%) 269.99K $89.91M —
$GOOGL Added +11.67K (+13.72%) 96.73K $33.28M —
$ABLD Added +123.19K (+5.95%) 2.19M $67.01M —
$ABFL Added +91.98K (+4.65%) 2.07M $166.15M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Sagespring Wealth Partners holds or traded

Frequently asked questions

What did Sagespring Wealth Partners buy and sell in its latest 13F?

It opened or added to $DYNF, $JAVA, $FBCG, $IVV and $BAI; it cut or exited $VOO, $INMU, $VTEB, $SMMU and $TJX.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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