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CIK: 0001557485
Total reported value
$5.2B
$5.2B
189 檔
7.2%
As reported in its official Q1 2025 Form 13F filing, Bluespring Wealth Management, LLC's tracked investment portfolio stood at $5.2B with 189 total positions.
In Q1 2025, Bluespring Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.15% | -8.48% | +1.48% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.34% | -5.19% | -0.62% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.74% | -6.29% | EXIT | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.59% | -3.43% | +3.92% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.38% | -3.96% | +11.26% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.08% | -2.49% | -3.88% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.80% | -2.28% | -2.36% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.40% | -1.93% | +4.66% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.27% | +1.63% | -0.30% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.17% | -2.22% | +9.89% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.14% | -1.71% | -0.48% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.93% | -1.91% | -6.26% | |
| 13 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.81% | — | -17.76% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.40% | -1.49% | -15.03% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.08% | -1.50% | +1.64% | |
| 16 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.01% | — | +5.05% | |
| 17 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 1.94% | -1.30% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.94% | -1.82% | -3.14% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.74% | -0.77% | -9.72% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.18% | -0.66% | -5.08% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.08% | -1.59% | +37.61% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.46% | -5.80% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.51% | -0.36% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | -0.20% | -6.96% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.64% | -0.27% | +2.99% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.55% | -0.03% | -2.77% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.34% | +0.59% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.50% | -0.31% | -2.29% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.49% | -0.31% | -1.30% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +3.74% | +0.05% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.41% | -0.03% | EXIT | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.40% | -0.19% | -2.96% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | -0.27% | -12.07% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.02% | -5.77% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.38% | -0.21% | -4.55% | |
| 36 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.33% | -2.03% | +40.94% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +1.70% | +2.04% | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | -0.20% | -3.86% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.29% | -0.11% | -1.88% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.29% | -0.16% | +0.49% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.17% | -5.22% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.29% | -0.15% | -29.03% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.28% | -0.18% | +21.37% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | +0.07% | -1.80% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.28% | +1.03% | |
| 46 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.25% | -0.17% | -1.72% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.23% | -0.13% | -22.83% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.22% | -0.09% | +0.67% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.22% | -0.11% | -2.99% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.07% | -1.01% |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 189 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHF, IEI) accounted for 7.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
QUAL
市值: $129.0M
During Q1 2025, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (13.2%)、SCHF (7.3%)、IEI (6.7%). The largest single position, QUAL, represented 13.2% of total portfolio value.
In Q1 2025, Bluespring Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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