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CIK: 0002058986
Total reported value
$159.0M
$159.0M
53 檔
38.7%
In Q4 2024, SpringVest Wealth Management LLC's U.S. equity holdings reached a combined market value of $159.0M, distributed across 53 disclosed stock positions.
During Q4 2024, SpringVest Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 18.84% | -1.29% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.56% | -0.28% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.86% | +0.68% | — | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 8.56% | -1.21% | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.90% | -0.49% | — | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.20% | +0.22% | — | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.43% | -0.76% | — | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.33% | +0.19% | — | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 3.26% | -0.05% | — | |
| 10 | AEP | American Electric Power | Stock-Utilities | 2.74% | -0.22% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.34% | -0.01% | — | |
| 12 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 2.09% | -0.01% | — | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.07% | +0.08% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.03% | -0.02% | — | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.36% | -0.32% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.05% | — | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.25% | +0.08% | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.11% | -0.41% | — | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.03% | +0.04% | — | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.01% | +0.28% | — | |
| 21 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.82% | — | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.81% | -0.15% | EXIT | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | +0.09% | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | +0.04% | — | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.70% | +0.04% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.05% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.18% | — | |
| 28 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.66% | +0.06% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.02% | — | |
| 30 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.58% | -0.06% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.54% | -0.03% | — | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.47% | +0.04% | — | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | +0.01% | — | |
| 35 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.46% | +0.01% | — | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | +0.07% | — | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.44% | — | — | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | +0.02% | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.04% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.09% | — | |
| 41 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.33% | -0.09% | — | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.33% | +0.03% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | +0.01% | — | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.28% | -0.03% | — | |
| 45 | MGMT | Ballast Small/mid Cap ETF | ETF-Other | 0.27% | +0.06% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.09% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.07% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | — | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.20% | -0.06% | — |
According to official SEC Form 13F filings, SpringVest Wealth Management LLC reported a total U.S. public equity portfolio value of $159.0M across 53 disclosed positions in Q4 2024.
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 VCIT, BRK-B, SPY) accounted for 38.7% of total reported equity market value during Q4 2024.
During Q4 2024, SpringVest Wealth Management LLC's top holdings by market value included VCIT (18.8%)、BRK-B (9.6%)、SPY (8.9%). The largest single position, VCIT, represented 18.8% of total portfolio value.
In Q4 2024, SpringVest Wealth Management LLC made 0 total portfolio adjustments, initiating 0 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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