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CIK: 0002058986
Total reported value
$159.0M
$159.0M
56 檔
39.3%
The Q1 2025 SEC filing reveals that SpringVest Wealth Management LLC held a total portfolio value of $159.0M, covering 56 public equity positions.
SpringVest Wealth Management LLC executed strategic sector rebalancing during Q1 2025, establishing 7 new positions while fully exiting 4 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 18.24% | -1.29% | -1.84% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.78% | -0.28% | -0.86% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.10% | +0.68% | -1.01% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 7.61% | -1.21% | -8.64% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.11% | -0.49% | +5.27% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.09% | +0.22% | -1.33% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.60% | -0.76% | +6.34% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 3.54% | -0.05% | +4.78% | |
| 9 | AEP | American Electric Power | Stock-Utilities | 3.12% | -0.22% | -0.75% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.02% | +0.19% | -1.30% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.35% | -0.01% | +1.42% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.25% | +0.08% | +8.97% | |
| 13 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.88% | -0.01% | -0.79% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.61% | -0.02% | -12.03% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.38% | -0.32% | +3.86% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.35% | -0.41% | +6.29% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.24% | +0.28% | +24.75% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.22% | +0.02% | — | |
| 19 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.21% | +0.08% | +4.26% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.05% | -18.36% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.89% | +0.04% | -3.50% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.84% | — | — | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.79% | -0.15% | EXIT | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | +0.04% | +2.21% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | +0.09% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.05% | +3.92% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.61% | +0.04% | — | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.59% | -0.06% | +4.58% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.18% | -3.94% | |
| 30 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.59% | +0.06% | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.03% | -0.16% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | +0.04% | +15.36% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.01% | +53.74% | |
| 34 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.45% | +0.04% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | +0.01% | — | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.44% | +0.07% | -2.36% | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.43% | — | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.02% | -16.29% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.39% | +0.02% | +0.16% | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.39% | +0.01% | -13.56% | |
| 41 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.39% | -0.09% | — | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.35% | -0.01% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | -27.45% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.09% | +1.18% | |
| 45 | QLD | Proshares Ultra Qqq | ETF-Other | 0.29% | +0.16% | — | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.29% | -0.03% | -3.48% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.29% | +0.03% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.07% | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.09% | — | |
| 50 | MGMT | Ballast Small/mid Cap ETF | ETF-Other | 0.22% | +0.06% | -7.57% |
According to official SEC Form 13F filings, SpringVest Wealth Management LLC reported a total U.S. public equity portfolio value of $159.0M across 56 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 VCIT, BRK-B, SPY) accounted for 39.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $1.5M
Top Position Liquidated / Trimmed
IJR
前期市值: $264.4K
During Q1 2025, SpringVest Wealth Management LLC's top holdings by market value included VCIT (18.2%)、BRK-B (10.8%)、SPY (8.1%). The largest single position, VCIT, represented 18.2% of total portfolio value.
In Q1 2025, SpringVest Wealth Management LLC made 43 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 16 holdings, and fully liquidating 4 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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