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William Bradley Clayton

Sagespring Wealth Partners, Llc

Assets Managed
$5.486B
Holdings
791
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-0.33%(2Q avg: 3.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sagespring Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 791 positions.

Assets under management

The assets under management (AUM) of Sagespring Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.486B in assets, with a quarterly growth rate of -0.33% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by William Bradley Clayton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -3.11%
6.65%
$364.7M
6.268M shares@ $58.18 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 13.47%
6.24%
$341.913M
4.765M shares@ $71.76 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Decreased -21.28%
5.16%
$282.779M
5.642M shares@ $50.12 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -68.94%
5.11%
$280.14M
468,814 shares@ $597.56 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 59.43%
4.48%
$245.333M
7.446M shares@ $32.95 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.46%
4.14%
$226.674M
347,015 shares@ $653.22 avg price
NETZ
Tcw Transform Systems Etf
Recent Activity
Decreased -10.42%
3.76%
$206.015M
2.107M shares@ $97.77 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Decreased -0.12%
2.71%
$148.65M
2.863M shares@ $51.93 avg price
TTAC
Fcf Us Quality Etf
Recent Activity
Decreased -55.14%
2.52%
$137.75M
1.936M shares@ $71.14 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 71.15%
2.24%
$122.404M
1.646M shares@ $74.35 avg price

1-10 of 791