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CIK: 0002058986
Total reported value
$159.0M
$159.0M
61 檔
39.0%
At the close of Q2 2025, SpringVest Wealth Management LLC disclosed equity holdings valued at approximately $159.0M, spread across 61 reported holdings.
In Q2 2025, SpringVest Wealth Management LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 17.21% | -1.29% | -4.72% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.43% | -0.28% | -1.80% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.88% | +0.68% | +1.74% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 7.69% | -1.21% | +3.53% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.02% | -0.49% | +0.45% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.38% | +0.22% | +5.37% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 4.32% | -0.05% | +12.97% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.62% | -0.76% | +2.41% | |
| 9 | AEP | American Electric Power | Stock-Utilities | 2.90% | -0.22% | +0.01% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.50% | +0.19% | -23.26% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.24% | +0.08% | +1.52% | |
| 12 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.91% | -0.01% | -2.03% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.86% | +0.28% | +51.92% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.77% | -0.32% | +31.12% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.77% | -0.01% | -18.76% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.65% | -0.02% | -1.61% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.55% | -0.41% | +11.20% | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.06% | +0.08% | -15.85% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.92% | +0.09% | +30.78% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.90% | +0.02% | -23.93% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.05% | -3.92% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.04% | -19.22% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | +0.05% | +4.44% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.72% | +0.04% | +1.03% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.64% | +0.04% | -8.13% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.18% | -0.39% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.02% | +1.77% | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.59% | -0.06% | +1.25% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.03% | +1.88% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.04% | +2.88% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.48% | — | -47.16% | |
| 32 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.47% | +0.06% | -23.40% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | +0.07% | -3.39% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.01% | — | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | +0.04% | — | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.44% | — | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.03% | -2.26% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | +0.02% | +0.06% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.42% | +0.01% | -2.29% | |
| 40 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.40% | -0.09% | +0.07% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.09% | +10.10% | |
| 42 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.39% | +0.01% | +2.80% | |
| 43 | QLD | Proshares Ultra Qqq | ETF-Other | 0.38% | +0.16% | +0.03% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | +0.23% | — | |
| 45 | WINN | Harbor Long-term Growers ETF | ETF-Other | 0.35% | +0.18% | — | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.33% | +0.03% | — | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | — | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.09% | — | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.26% | -0.03% | -7.72% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.25% | -0.15% | EXIT |
According to official SEC Form 13F filings, SpringVest Wealth Management LLC reported a total U.S. public equity portfolio value of $159.0M across 61 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 VCIT, BRK-B, SPY) accounted for 39.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFUS
市值: $455.3K
Top Position Liquidated / Trimmed
XOM
前期市值: $203.8K
During Q2 2025, SpringVest Wealth Management LLC's top holdings by market value included VCIT (17.2%)、BRK-B (9.4%)、SPY (8.9%). The largest single position, VCIT, represented 17.2% of total portfolio value.
In Q2 2025, SpringVest Wealth Management LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 20 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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