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SageSpring Wealth Partners
Jeffrey T. Dobyns · Investment Advisor · Multi-Strategy
SageSpring Wealth Partners is an independent wealth management firm headquartered in Franklin, Tennessee. Originally established in 2002 as Southwestern Investment Group, the firm rebranded to SageSpring in 2022 after transitioning to an independent registered investment advisor. It provides comprehensive financial planning, investment management, and retirement consulting to a broad client base, including individuals, families, and businesses. With over $6 billion in assets under management, the firm emphasizes a holistic approach to financial health, integrating tax strategy and estate planning into its advisory services. SageSpring is notably associated with the Dave Ramsey SmartVestor program and maintains a commitment to fiduciary standards and values-based financial guidance.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.8% |
| YTD return | +13.4% |
| Sharpe ratio | 2.61 |
| Win rate | 65% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sagespring.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.8% | +30.6% |
| NVDA | NVIDIA Corporation | 13.2% | +19.8% |
| MSFT | Microsoft Corporation | 11.3% | -0.2% |
| GOOGL | Alphabet Inc Class A | 8.8% | +33.4% |
| AMZN | Amazon.com Inc | 6.9% | +13.7% |
| AVGO | Broadcom Inc | 6.1% | +6.8% |
| JPM | JPMorgan Chase & Co | 5.0% | +9.6% |
| WMT | Walmart Inc. Common Stock | 3.6% | +3.9% |
| META | Meta Platforms Inc. | 3.6% | +4.8% |
| BRK-A | Berkshire Hathaway Inc | 2.8% | +2.0% |
| MU | Micron Technology Inc | 2.8% | +40.3% |
| CAT | Caterpillar Inc | 2.7% | +51.5% |
| V | Visa Inc. Class A | 2.6% | +4.7% |
| TSLA | Tesla Inc | 2.6% | -14.3% |
| AMD | Advanced Micro Devices Inc | 2.5% | +68.1% |
| LLY | Eli Lilly and Company | 2.3% | +33.5% |
| JNJ | Johnson & Johnson | 2.3% | +37.5% |
| MPC | Marathon Petroleum Corp | 2.1% | -0.2% |
| XOM | Exxon Mobil Corp | 2.1% | -4.1% |
| HD | The Home Depot Inc | 2.0% | -21.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | BRK-A | 2.8% → 2.8% |
| Sep 14, 2026 | BUY | NVDA | 13.8% → 13.2% |
| Sep 14, 2026 | BUY | AMD | 2.3% → 2.5% |
| Sep 14, 2026 | BUY | JPM | 5.0% → 5.0% |
| Sep 14, 2026 | BUY | TSLA | 2.5% → 2.6% |
Investment Style Analysis
SageSpring Wealth Partners is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, SageSpring Wealth Partners made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
SageSpring Wealth Partners follows a client-centric investment philosophy centered on purposeful stewardship and long-term financial planning. The firm employs a holistic approach, using fundamental and technical analysis to manage diversified portfolios that align with each client's unique values and risk tolerance. Their strategy is heavily influenced by a commitment to education—approaching clients with a "heart of a teacher"—and emphasizes the importance of risk management, debt-free living, and wealth preservation. As a fiduciary, SageSpring focuses on constructing personalized investment roadmaps designed to achieve sustained growth and financial independence while avoiding short-term emotional decision-making.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with SageSpring Wealth Partners.
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Frequently asked questions
How is the simulated portfolio for SageSpring Wealth Partners constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is SageSpring Wealth Partners's largest holding?
As of the latest filing, SageSpring Wealth Partners's top position is Apple Inc (AAPL), representing 14.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is SageSpring Wealth Partners's historical performance and risk profile?
Our simulation indicates a total return of +18.8% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 2.61, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does SageSpring Wealth Partners primarily invest in?
SageSpring Wealth Partners has a strong preference for the Semiconductors sector, which makes up 24.6% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is SageSpring Wealth Partners's portfolio concentrated or diversified?
SageSpring Wealth Partners runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has SageSpring Wealth Partners performed in 2026?
Our AI-simulated model portfolio for SageSpring Wealth Partners tracks a Year-to-Date (YTD) return of +13.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey T. Dobyns manage SageSpring Wealth Partners directly?
Yes, Jeffrey T. Dobyns serves as the key portfolio manager for SageSpring Wealth Partners, overseeing the investment strategy and final capital allocation decisions.