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Manager record

Sagespring Wealth Partners, Llc

Franklin, TN · CIK 2056425 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$6.71BReported 13F valueQ3 2026 · as filed
883Holdings listed
+3.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $4.6B$4.6BQ2 2025706 holdingsQ3 2025: $5.1B$5.1BQ3 2025733 holdingsQ4 2025: $5.5B$5.5BQ4 2025783 holdingsQ1 2026: $5.5B$5.5BQ1 2026791 holdingsQ2 2026: $6.5B$6.5BQ2 2026846 holdingsQ3 2026: $6.7B$6.7BQ3 2026883 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$6.71B · 883 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$6.51B · 846 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$5.49B · 791 holdings listed · View original SEC filing ↗
Jan 07 2026 13F-HR · period Q4 2025

$5.50B · 783 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$5.11B · 733 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$4.64B · 706 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology