SpringVest Wealth Management LLC
CIK: 0002058986Latest portfolio: $143.5M · Q4 2025
Holdings
73
Total Value
$143.5M
New Positions
73
Closed Positions
0
Top Holdings
View All 73 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 250,501 | $21.0M | 14.62% | NEW | |
| 2 | SPYSPDR S&P 500 ETF TR | 17,053 | $11.6M | 8.10% | NEW | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,179 | $11.1M | 7.77% | NEW | |
| 4 | VUSBVANGUARD BD INDEX FDS | 203,716 | $10.2M | 7.08% | NEW | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 232,460 | $9.9M | 6.89% | NEW | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 108,719 | $8.7M | 6.04% | NEW | |
| 7 | DFAIDIMENSIONAL ETF TRUST | 209,489 | $8.0M | 5.56% | NEW | |
| 8 | AEPAMERICAN ELEC PWR CO INC | 51,177 | $5.9M | 4.11% | NEW | |
| 9 | SCHVSCHWAB STRATEGIC TR | 191,684 | $5.7M | 3.95% | NEW | |
| 10 | DFSDDIMENSIONAL ETF TRUST | 79,803 | $3.8M | 2.67% | NEW | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 70,211 | $3.3M | 2.29% | NEW | |
| 12 | SHYISHARES TR | 34,939 | $2.9M | 2.02% | NEW | |
| 13 | GQ9SPDR GOLD TR | 6,596 | $2.6M | 1.82% | NEW | |
| 14 | IVOOVANGUARD ADMIRAL FDS INC | 22,211 | $2.5M | 1.73% | NEW | |
| 15 | VTIPVANGUARD MALVERN FDS | 47,563 | $2.4M | 1.64% | NEW | |
| 16 | SCHDSCHWAB STRATEGIC TR | 85,282 | $2.3M | 1.63% | NEW | |
| 17 | SCHBSCHWAB STRATEGIC TR | 85,577 | $2.2M | 1.56% | NEW | |
| 18 | IJHISHARES TR | 31,667 | $2.1M | 1.46% | NEW | |
| 19 | JHMMJOHN HANCOCK EXCHANGE TRADED | 21,438 | $1.4M | 0.98% | NEW | |
| 20 | AAPLAPPLE INC | 4,627 | $1.3M | 0.88% | NEW | |
| 21 | DFASDIMENSIONAL ETF TRUST | 15,475 | $1.1M | 0.75% | NEW | |
| 22 | DUHPDIMENSIONAL ETF TRUST | 27,151 | $1.0M | 0.72% | NEW | |
| 23 | IWFISHARES TR | 2,150 | $1.0M | 0.71% | NEW | |
| 24 | DUSBDIMENSIONAL ETF TRUST | 19,181 | $971K | 0.68% | NEW | |
| 25 | DFAEDIMENSIONAL ETF TRUST | 28,991 | $944K | 0.66% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.09791162810154e+177T)
Unknown0.0% ($111482614.6T)
Technology0.0% ($1257851.5T)
Energy0.0% ($277.2B)
Utilities0.0% ($5.9B)
Consumer Cyclical0.0% ($296K)
Communication Services0.0% ($284K)
Industrials0.0% ($212K)
Filing History
Fund Information
SpringVest Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $143.5M across 73 holdings. The largest position is VANGUARD SCOTTSDALE FDS (VCIT), representing 14.6% of the portfolio. Compared to the previous quarter, the fund opened 73 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.