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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056425

SAGESPRING WEALTH PARTNERS, LLC

FRANKLIN, TN · File #028-25050

Latest AUM
$5.50B
Positions
783
Top-10 Concentration
54.9%
Filings
5

Sector Allocation

Financials
17.3%$950.0M
Technology
5.1%$282.5M
Healthcare
1.5%$83.6M
Industrials
1.3%$71.1M
Materials
0.5%$25.4M
Energy
0.4%$22.4M
Utilities
0.2%$11.5M
Real Estate
0.1%$6.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BLACKROCK ETF TRUSTBLK6,470,093$351.6M8.17%
2FIDELITY COVINGTON TRUST3160923527,168,069$350.0M8.13%
3VANGUARD INDEX FDS9229083631,509,542$302.3M7.02%
4TRIMTABS ETF TR89628W3024,317,077$269.4M6.26%
5J P MORGAN EXCHANGE TRADED F46641Q1674,199,747$258.8M6.01%
6TCW TRANSFORM ETF TRUST29287L2052,352,369$192.9M4.48%
7ISHARES TR464287200352,191$181.7M4.22%
8BLACKROCK ETF TRUSTBLK4,670,219$155.5M3.61%
9BLACKROCK ETF TRUST IIBLK2,866,189$151.2M3.51%
10FIDELITY MERRIMACK STR TR31618830910,181,189$151.0M3.51%
11ISHARES INC46434G1032,412,584$142.3M3.31%
12ISHARES TR46432F8421,394,669$124.8M2.90%
13BLACKROCK ETF TRUST IIBLK2,352,265$119.4M2.77%
14ISHARES TR464287788826,819$106.6M2.48%
15J P MORGAN EXCHANGE TRADED F46641Q1341,632,821$103.8M2.41%
16ISHARES TR464287721702,258$100.5M2.33%
17ISHARES TR46428722624,483,419$100.2M2.33%
18ISHARES INC46434G8891,191,033$68.9M1.60%
19APPLE INCAAPL233,226$63.4M1.47%
20INVESCO QQQ TRIVZ102,243$62.8M1.46%