SpringVest Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, SpringVest Wealth Management LLC held in its portfolio 71 assets valued at $143,500,799 (i.e. $143.50M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($20.98M), SPDR S&P 500 ETF TR ($11.63M), and BERKSHIRE HATHAWAY INC DEL ($11.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SpringVest Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 250501 | 20979500 | INT-TERM CORP |
| SPDR S&P 500 ETF TR | 17053 | 11628848 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 22179 | 11148190 | CL B NEW |
| VANGUARD BD INDEX FDS | 203716 | 10153181 | VANGUARD ULTRA |
| DIMENSIONAL ETF TRUST | 232460 | 9893480 | CORE FIXED INCOM |
| VANGUARD SCOTTSDALE FDS | 108719 | 8668193 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 209489 | 7983611 | INTL CORE EQT MK |
| AMERICAN ELEC PWR CO INC | 51177 | 5901177 | COM |
| SCHWAB STRATEGIC TR | 191684 | 5675770 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 79803 | 3826571 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 70211 | 3285870 | US CORE EQT MKT |
| ISHARES TR | 34939 | 2893648 | 1 3 YR TREAS BD |
| SPDR GOLD TR | 6596 | 2614061 | GOLD SHS |
| VANGUARD ADMIRAL FDS INC | 22211 | 2483190 | MIDCP 400 IDX |
| VANGUARD MALVERN FDS | 47563 | 2352471 | STRM INFPROIDX |
| SCHWAB STRATEGIC TR | 85282 | 2339297 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 85577 | 2244685 | US BRD MKT ETF |
| ISHARES TR | 31667 | 2090047 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 26471 | 1418310 | STATE STREET SPD |
| JOHN HANCOCK EXCHANGE TRADED | 21438 | 1403761 | MULTIFACTOR MI |
| APPLE INC | 4627 | 1257995 | COM |
| DIMENSIONAL ETF TRUST | 15475 | 1078124 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 27151 | 1032553 | US HIGH PROFITAB |
| ISHARES TR | 2150 | 1017595 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 19181 | 971518 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 28991 | 944237 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 12519 | 928534 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 27121 | 884687 | US LCAP GR ETF |
| NVIDIA CORPORATION | 4563 | 851057 | COM |
| ISHARES TR | 1172 | 802578 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 3885 | 741996 | VALUE ETF |
| VANGUARD INDEX FDS | 2297 | 666635 | MID CAP ETF |
| VANGUARD ADMIRAL FDS INC | 5066 | 614431 | SMLCP 600 GRTH |
| VANGUARD INDEX FDS | 937 | 587800 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 16287 | 585029 | MSCI ACWI EXUS |
| PROSHARES TR | 8019 | 564613 | PSHS ULTRA QQQ |
| SPROTT ASSET MANAGEMENT LP | 16889 | 557675 | PHYSICAL GOLD TR |
| VANGUARD BD INDEX FDS | 6975 | 549733 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 11374 | 547886 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 23738 | 543629 | US REAL ESTATE E |
| MICROSOFT CORP | 1104 | 533799 | COM |
| VANGUARD MUN BD FDS | 9752 | 490428 | TAX EXEMPT BD |
| VANGUARD WORLD FD | 1125 | 464366 | MEGA GRWTH IND |
| WISDOMTREE TR | 4191 | 369143 | US LARGECAP DIVD |
| VANGUARD SPECIALIZED FUNDS | 1593 | 350205 | DIV APP ETF |
| UNIFIED SER TR | 7283 | 322857 | BALLAST SMLMD CP |
| PROSHARES TR | 5436 | 314848 | PSHS ULT S&P 500 |
| DUKE ENERGY CORP NEW | 2681 | 314208 | COM NEW |
| AMAZON COM INC | 1286 | 296835 | COM |
| JPMORGAN CHASE & CO. | 921 | 296765 | COM |
| VANGUARD INTL EQUITY INDEX F | 3479 | 290879 | FTSE EUROPE ETF |
| PACER FDS TR | 4767 | 286830 | US CASH COWS 100 |
| ALPHABET INC | 907 | 284617 | CAP STK CL C |
| VANGUARD INTL EQUITY INDEX F | 3856 | 283647 | ALLWRLD EX US |
| CHEVRON CORP NEW | 1820 | 277386 | COM |
| VANGUARD INDEX FDS | 814 | 272939 | TOTAL STK MKT |
| ISHARES SILVER TR | 4043 | 260450 | ISHARES |
| DIMENSIONAL ETF TRUST | 6068 | 240232 | US CORE EQUITY 2 |
| PHILIP MORRIS INTL INC | 1475 | 236590 | COM |
| HARBOR ETF TRUST | 7552 | 234900 | LONG TERM GROWER |
| ASTERA LABS INC | 1377 | 229078 | COM |
| ISHARES TR | 2580 | 224873 | 20 YR TR BD ETF |
| HARRIS OAKMARK ETF TRUST | 7782 | 220698 | OAKMARK U S LRG |
| CONOCOPHILLIPS | 2341 | 219131 | COM |
| DIMENSIONAL ETF TRUST | 5264 | 218744 | INFLATION PROTE |
| GOLDMAN SACHS GROUP INC | 247 | 217061 | COM |
| EMERSON ELEC CO | 1602 | 212617 | COM |
| EXXON MOBIL CORP | 1747 | 210216 | COM |
| CACI INTL INC | 390 | 207796 | CL A |
| ISHARES TR | 2134 | 204928 | MSCI EAFE ETF |
| SELECT SECTOR SPDR TR | 1302 | 201567 | STATE STREET HEA |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.