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CIK: 0001557485
Total reported value
$5.2B
$5.2B
203 檔
8.5%
During the Q4 2025 filing period, Bluespring Wealth Management, LLC (CIK: 0001557485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.2B across 203 reported positions.
In Q4 2025, Bluespring Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.98% | -8.48% | -2.54% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.51% | -5.19% | -0.96% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 6.23% | -3.96% | -1.28% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.14% | -6.29% | EXIT | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.42% | -3.43% | +0.57% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.08% | -2.49% | -1.81% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.68% | -2.28% | -4.47% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.22% | +1.63% | -2.91% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.11% | -1.91% | -3.42% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.09% | -2.22% | +2.83% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.04% | -1.93% | +2.38% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.92% | -2.19% | +8.09% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.83% | -1.82% | +2.90% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.48% | -1.71% | -0.83% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.35% | -1.50% | -1.65% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.21% | -1.49% | -3.12% | |
| 17 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.18% | -2.03% | +34.07% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.05% | -1.59% | +6.28% | |
| 19 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 1.94% | -1.30% | -0.12% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.81% | -0.77% | +1.47% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.08% | -0.66% | -2.00% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.51% | +7.55% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.46% | -1.42% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.20% | -1.28% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.61% | -0.27% | +3.81% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | -0.31% | -2.04% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.48% | -0.31% | -0.54% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +3.74% | -2.07% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | +0.34% | -0.83% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | -0.27% | -2.60% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.07% | +4.46% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.37% | -0.19% | -0.61% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | -0.20% | -0.55% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +1.70% | -0.52% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +2.20% | +2.10% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.28% | -2.19% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.28% | -0.16% | +4.24% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.28% | -0.21% | -3.08% | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.27% | -0.17% | -0.16% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.08% | +79.68% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | -0.11% | -2.17% | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.25% | -0.18% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.17% | -12.24% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.07% | -1.50% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +1.03% | +7.10% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.22% | -0.15% | -5.08% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.11% | +0.30% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | -0.13% | -1.83% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | +0.24% | +94.26% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.20% | -0.11% | -5.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCS | Invesco Bulletshares 2028 Cb | +0.5% | +34.07% | Add |
| 2 | GLDM | Spdr Gold Minishares Trust | +0.2% | -3.42% | Trim |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +8.09% | Add |
| 4 | ABBV | Abbvie Inc | +0.1% | +79.68% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.1% | -0.96% | Trim |
| 6 | DFCF | Dimensional Core Fixed Inc | +0.1% | +6.28% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +4.46% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +94.26% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -2.91% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.10% | Add |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +2.83% | Add |
| 12 | OEF | Ishares S&p 100 ETF | +0.1% | -1.28% | Trim |
| 13 | BND | Vanguard Total Bond Market | +0.1% | +2.90% | Add |
| 14 | SCHX | Schwab US Large-cap ETF | +0.1% | +1.47% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | +7.09% | Add |
| 16 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +2.38% | Add |
| 17 | USB | US Bancorp | 0% | +15.50% | Add |
| 18 | CSCO | Cisco Systems Inc | 0% | +0.30% | Add |
| 19 | CAT | Caterpillar Inc | 0% | -3.76% | Trim |
| 20 | ABT | Abbott Laboratories | 0% | +22.95% | Add |
| 21 | MRK | Merck & Co. Inc. | 0% | +4.44% | Add |
| 22 | MMM | 3m Co | 0% | +4.24% | Add |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +0.57% | Add |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +3.81% | Add |
| 25 | AVUV | Avantis US Small Cap Value | 0% | -1.65% | Trim |
| 26 | MSI | Motorola Solutions Inc | 0% | -1.25% | Trim |
| 27 | ORCL | Oracle CORP | 0% | +3.42% | Add |
| 28 | SCI | Service CORP International | 0% | -26.07% | Trim |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | -12.24% | Trim |
| 30 | META | Meta Platforms Inc-class A | 0% | -1.50% | Trim |
| 31 | SUSL | Ishares Esg Msci USA Leaders | 0% | -25.86% | Trim |
| 32 | NFLX | Netflix Inc | 0% | +897.95% | Add |
| 33 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -54.82% | Trim |
| 34 | USMF | Wisdomtree US Multifactor Fu | -0.1% | -0.12% | Trim |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -3.12% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.47% | Trim |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -0.80% | Trim |
| 38 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -2.54% | Trim |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 40 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 41 | ✓ | Ea Series Trust | — | NEW | New buy |
| 42 | BSCT | Invesco Bulletshares 2029 Cb | — | NEW | New buy |
| 43 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 44 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 45 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 46 | C | Citigroup Inc | — | NEW | New buy |
| 47 | EXC | Exelon CORP | — | EXIT | Sold out |
| 48 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 49 | TQQQ | Proshares Ultrapro Qqq | — | NEW | New buy |
| 50 | PAYX | Paychex Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 203 disclosed positions in Q4 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, OEF) accounted for 8.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
JEPQ
市值: $1.4M
Top Position Liquidated / Trimmed
BSCP
前期市值: $15.0M
During Q4 2025, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (13.0%)、SCHF (7.5%)、OEF (6.2%). The largest single position, QUAL, represented 13.0% of total portfolio value.
In Q4 2025, Bluespring Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 3 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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