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CIK: 0001557485
Total reported value
$5.2B
$5.2B
197 檔
8.5%
According to the latest 13F quarterly dataset, Bluespring Wealth Management, LLC managed an equity portfolio of $5.2B at the end of Q3 2025, spanning 197 distinct U.S. exchange-listed positions.
Bluespring Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.17% | -8.48% | +0.42% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.41% | -5.19% | -0.06% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.26% | -6.29% | EXIT | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 6.18% | -3.96% | +1.88% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.41% | -3.43% | +0.13% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.12% | -2.49% | -1.29% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.80% | -2.28% | -1.45% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.14% | +1.63% | -1.01% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.03% | -2.22% | +5.52% | |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.00% | -1.93% | +2.13% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.91% | -1.91% | -2.41% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.78% | -1.82% | +50.93% | |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.73% | -2.19% | +27.27% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.51% | -1.71% | -5.10% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.36% | -1.50% | +4.11% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.32% | -1.49% | -2.98% | |
| 17 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 2.00% | -1.30% | +4.27% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.95% | -1.59% | +29.04% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.76% | -0.77% | -2.68% | |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.64% | -2.03% | +383.28% | |
| 21 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.31% | — | -28.34% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | -0.66% | -3.97% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.51% | -0.74% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.46% | -1.11% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.20% | -1.66% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.60% | -0.27% | +11.92% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | -0.31% | -1.61% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.48% | -0.31% | -3.79% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +3.74% | -0.97% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | +0.34% | +0.40% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | -0.27% | -2.90% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.37% | -0.19% | -2.87% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | -0.20% | -0.49% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +1.70% | +1.62% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.28% | -0.21% | -11.06% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.28% | +0.70% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.07% | -0.99% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | -0.17% | -0.11% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.07% | -7.78% | |
| 40 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.27% | -0.17% | -3.92% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.26% | -0.16% | -0.17% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.11% | -5.55% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +2.20% | -0.89% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | -0.18% | -2.55% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.24% | -0.15% | -16.24% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | -0.13% | -9.45% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +1.03% | +3.76% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.20% | -0.11% | -1.55% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.11% | -0.79% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.19% | -0.09% | -0.40% |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 197 disclosed positions in Q3 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 8.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
JCPB
市值: $31.3M
Top Position Liquidated / Trimmed
FIXD
前期市值: $19.7M
During Q3 2025, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (13.2%)、SCHF (7.4%)、IEI (6.3%). The largest single position, QUAL, represented 13.2% of total portfolio value.
In Q3 2025, Bluespring Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 25 holdings, and fully liquidating 1 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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