SAGESPRING WEALTH PARTNERS, LLC
RIA/Wealth
SAGESPRING WEALTH PARTNERS, LLC is a RIA/Wealth based in Franklin, TN led by Jeffrey Thomas Dobyns, reporting $6.5B in AUM as of Q3 2025 with 76% ETF concentration.
CEOJeffrey Thomas Dobyns
- Portfolio Value
- $5.3B
- Positions
- 724
- Top Holding
- FBCG at 6.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SAGESPRING WEALTH PARTNERS, LLC's portfolio (45.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $343.0M | 6.52% | +$45.3M Bought | — 7.2M shares | |
ETF ETF | $330.0M | 6.27% | +$48.3M Bought | — 6.3M shares | |
ETF ETF | $308.2M | 5.86% | -$3.5M Sold | — 1.5M shares | |
ETF ETF | $268.1M | 5.09% | +$47.9M Bought | — 4.3M shares | |
ETF ETF | $249.8M | 4.75% | — | — 5.2M shares | |
Unknown Unknown | $226.0M | 4.29% | +$35.3M Bought | — 2.7M shares | |
ETF ETF | $224.4M | 4.26% | +$45.2M Bought | — 3.8M shares | |
ETF ETF | $193.1M | 3.67% | +$7.7M Bought | — 375.4K shares | |
ETF ETF | $137.2M | 2.61% | +$1.9M Bought | — 9.9M shares | |
ETF ETF | $136.0M | 2.58% | +$10.0M Bought | — 2.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SAGESPRING WEALTH PARTNERS, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for SAGESPRING WEALTH PARTNERS, LLC
GthenA