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CIK: 0002058986
Total reported value
$159.0M
$159.0M
65 檔
41.3%
During the Q3 2025 filing period, SpringVest Wealth Management LLC (CIK: 0002058986) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $159.0M across 65 reported positions.
In Q3 2025, SpringVest Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 23 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 | 17.03% | -1.29% | +7.40% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.57% | -0.28% | -3.35% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.55% | +0.68% | -1.40% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 7.68% | -1.21% | +9.65% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.44% | -0.49% | +0.41% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.25% | -0.76% | +57.99% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 4.63% | -0.05% | +12.26% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.08% | +0.22% | -2.34% | |
| 9 | AEP | American Electric Power | Stock-Utilities | 2.85% | -0.22% | +0.00% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.79% | +0.28% | +64.53% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.36% | +0.19% | -3.41% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.17% | +0.08% | +5.70% | |
| 13 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.81% | -0.01% | -0.88% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.80% | -0.41% | +9.40% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.71% | -0.01% | +3.53% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.56% | -0.02% | -0.79% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.14% | +0.09% | +26.70% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.14% | -0.32% | -29.43% | |
| 19 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.06% | +0.08% | +4.57% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.05% | -3.98% | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.80% | +0.79% | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.05% | +0.14% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.73% | +0.04% | -0.22% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.70% | +0.04% | +0.62% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.64% | +0.04% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.02% | -0.63% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.18% | — | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.53% | -0.06% | -0.15% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | +0.01% | +21.24% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | +0.04% | +4.04% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.47% | +0.01% | +31.44% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.03% | -4.64% | |
| 33 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.45% | +0.06% | — | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.44% | +0.07% | -2.95% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.44% | +0.23% | +20.65% | |
| 36 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.42% | -0.09% | — | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.42% | — | — | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.41% | +0.02% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.03% | +0.09% | |
| 40 | QLD | Proshares Ultra Qqq | ETF-Other | 0.40% | +0.16% | +0.12% | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.40% | +0.04% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.09% | +0.47% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | +0.01% | -7.59% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.34% | +0.02% | -59.09% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.33% | +0.03% | — | |
| 46 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.30% | — | -35.17% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.09% | — | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.24% | -0.03% | -0.56% | |
| 49 | MGMT | Ballast Small/mid Cap ETF | ETF-Other | 0.23% | +0.06% | +0.72% | |
| 50 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.22% | +0.04% | +0.37% |
According to official SEC Form 13F filings, SpringVest Wealth Management LLC reported a total U.S. public equity portfolio value of $159.0M across 65 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 VCIT, BRK-B, SPY) accounted for 41.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DUSB
市值: $1.1M
Top Position Liquidated / Trimmed
XOM
前期市值: $203.8K
During Q3 2025, SpringVest Wealth Management LLC's top holdings by market value included VCIT (17.0%)、BRK-B (8.6%)、SPY (8.6%). The largest single position, VCIT, represented 17.0% of total portfolio value.
In Q3 2025, SpringVest Wealth Management LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 15 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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