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CIK: 0001557485
Total reported value
$5.2B
$5.2B
198 檔
7.9%
In Q2 2025, Bluespring Wealth Management, LLC's U.S. equity holdings reached a combined market value of $5.2B, distributed across 198 disclosed stock positions.
In Q2 2025, Bluespring Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 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 | 13.48% | -8.48% | +2.68% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.70% | -5.19% | +0.62% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.51% | -6.29% | EXIT | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 6.07% | -3.96% | +7.62% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.57% | -3.43% | +1.72% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.22% | -2.49% | +0.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.92% | -2.28% | +0.11% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.20% | -1.93% | +0.61% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.13% | -2.22% | +5.68% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.84% | -1.71% | -2.23% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.80% | -1.91% | -3.46% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.79% | +1.63% | -0.74% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.39% | -1.49% | -2.50% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.32% | -2.19% | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.27% | -1.50% | +11.60% | |
| 16 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 2.06% | -1.30% | +9.75% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 2.00% | -1.82% | +10.19% | |
| 18 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.99% | — | -23.97% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.84% | -0.77% | +2.39% | |
| 20 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.64% | -1.59% | +61.37% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.18% | -0.66% | -2.18% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.51% | +0.99% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.46% | -0.59% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.20% | -0.11% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.58% | -0.27% | -3.65% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.51% | -0.31% | -0.75% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.50% | -0.31% | -1.41% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +3.74% | +6.43% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | +0.34% | +0.56% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.41% | -0.27% | +0.24% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.19% | -0.68% | |
| 32 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.37% | -2.03% | +18.16% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +1.70% | -3.85% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | -0.20% | -0.86% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.34% | -0.21% | -1.69% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.07% | +3.51% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.17% | +13.95% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.28% | -0.54% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.28% | -0.16% | -0.05% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.28% | -0.15% | -4.01% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.28% | -0.11% | -0.33% | |
| 42 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.28% | -0.17% | +8.91% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.25% | -0.18% | -6.30% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.23% | -0.13% | -3.17% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.07% | +0.88% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.11% | -0.24% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.21% | -0.11% | +0.59% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | -0.09% | +1.34% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +2.20% | +0.17% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +1.03% | +10.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +2.3% | NEW | New buy |
| 2 | OEF | Ishares S&p 100 ETF | +0.7% | +7.62% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.6% | +61.37% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.4% | +0.62% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +2.68% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +11.60% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +0.99% | Add |
| 8 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.32% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.11% | Add |
| 10 | USMF | Wisdomtree US Multifactor Fu | +0.1% | +9.75% | Add |
| 11 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.39% | Add |
| 12 | FDX | Fedex CORP | +0.1% | NEW | New buy |
| 13 | VUG | Vanguard Growth ETF | +0.1% | -0.11% | Trim |
| 14 | BND | Vanguard Total Bond Market | +0.1% | +10.19% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +3.51% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +10.33% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.43% | Add |
| 18 | GD | General Dynamics CORP | +0.1% | +83.55% | Add |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +18.16% | Add |
| 20 | NFLX | Netflix Inc | 0% | +0.34% | Add |
| 21 | TSLA | Tesla Inc | 0% | +17.04% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.59% | Trim |
| 23 | MGC | Vanguard Mega Cap ETF | 0% | +8.91% | Add |
| 24 | DFIC | Dimensional International Co | 0% | +21.58% | Add |
| 25 | ORCL | Oracle CORP | 0% | +0.87% | Add |
| 26 | KOMP | Ss Spdr S&p Kensho Ne Comp | 0% | NEW | New buy |
| 27 | EWX | State Street Spdr S&p Emergi | 0% | +31.14% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.54% | Trim |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | -0.75% | Trim |
| 30 | DFUS | Dimensional US Eq Mkt ETF | 0% | -1.41% | Trim |
| 31 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.24% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | -3.85% | Trim |
| 33 | ACWI | Ishares Msci Acwi ETF | 0% | -0.86% | Trim |
| 34 | EFA | Ishares Msci Eafe ETF | — | -2.18% | Trim |
| 35 | VWO | Vanguard Ftse Emerging Marke | 0% | -2.50% | Trim |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +1.72% | Add |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +5.68% | Add |
| 38 | CME | Cme Group Inc | 0% | EXIT | Sold out |
| 39 | AMGN | Amgen Inc | -0.1% | -48.88% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -2.41% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.56% | Add |
| 42 | GLDM | Spdr Gold Minishares Trust | -0.1% | -3.46% | Trim |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | +2.65% | Add |
| 44 | MUB | Ishares National Muni Bond E | -0.3% | -2.23% | Trim |
| 45 | BSV | Vanguard Short-term Bond ETF | -0.3% | -84.82% | Trim |
| 46 | AGGY | Wisdomtree Yield Enhanced US | -0.4% | -92.04% | Trim |
| 47 | AAPL | Apple Inc | -0.5% | -0.74% | Trim |
| 48 | BIV | Vanguard Intermediate-term B | -0.5% | -91.82% | Trim |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | -0.8% | -23.97% | Trim |
| 50 | FIXD | First Trust Smith Opportunis | -2% | EXIT | Sold out |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 198 disclosed positions in Q2 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 7.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
JCPB
市值: $24.4M
Top Position Liquidated / Trimmed
FIXD
前期市值: $19.7M
During Q2 2025, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (13.5%)、SCHF (7.7%)、IEI (6.5%). The largest single position, QUAL, represented 13.5% of total portfolio value.
In Q2 2025, Bluespring Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 18 holdings, and fully liquidating 2 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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