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CIK: 0002058986
Total reported value
$159.0M
$159.0M
67 檔
40.0%
In Q1 2026, SpringVest Wealth Management LLC's U.S. equity holdings reached a combined market value of $159.0M, distributed across 67 disclosed stock positions.
SpringVest Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 7 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 14.36% | -1.29% | +1.41% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.72% | -0.76% | +15.14% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.44% | +0.68% | -1.81% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.08% | -0.28% | -2.44% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 6.79% | -1.21% | -1.92% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.85% | -0.49% | -0.58% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 5.85% | -0.05% | +4.87% | |
| 8 | AEP | American Electric Power | Stock-Utilities | 4.50% | -0.22% | -1.74% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.99% | +0.22% | -0.15% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 3.50% | +0.28% | +34.18% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.03% | -0.32% | +3.12% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.98% | +0.19% | -8.35% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.95% | -0.41% | +0.39% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.74% | -0.01% | -2.91% | |
| 15 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 1.73% | -0.01% | -0.40% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.54% | +0.09% | +4.63% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.50% | +0.08% | -7.76% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | -0.02% | -4.24% | |
| 19 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.03% | +0.08% | +4.64% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.90% | -0.04% | — | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.80% | +0.23% | +32.14% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.05% | -1.04% | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.77% | +0.79% | +16.35% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.04% | -1.84% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.73% | +0.07% | +9.14% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.66% | +0.04% | -2.62% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.05% | +5.86% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.02% | +9.73% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.04% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.01% | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.04% | +10.54% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.03% | +62.86% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.18% | -13.14% | |
| 34 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.43% | +0.06% | — | |
| 35 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.41% | +0.01% | +5.99% | |
| 36 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.41% | -0.09% | -0.59% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.09% | +5.55% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | +0.02% | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | -0.03% | -0.03% | |
| 40 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | +0.04% | — | |
| 41 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.35% | -0.06% | +10.12% | |
| 42 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.34% | — | -16.99% | |
| 43 | QLD | Proshares Ultra Qqq | ETF-Other | 0.33% | +0.16% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | +0.01% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.08% | +51.40% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.28% | +0.03% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.07% | +2.42% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.25% | — | -1.57% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.24% | -0.03% | +0.37% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.09% | +0.94% |
According to official SEC Form 13F filings, SpringVest Wealth Management LLC reported a total U.S. public equity portfolio value of $159.0M across 67 disclosed positions in Q1 2026.
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, DFCF, SPY) accounted for 40.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VYMI
市值: $1.3M
Top Position Liquidated / Trimmed
JPM
前期市值: $296.8K
During Q1 2026, SpringVest Wealth Management LLC's top holdings by market value included VCIT (14.4%)、DFCF (7.7%)、SPY (7.4%). The largest single position, VCIT, represented 14.4% of total portfolio value.
In Q1 2026, SpringVest Wealth Management LLC made 59 total portfolio adjustments, initiating 1 new buys, adding to 31 positions, trimming 20 holdings, and fully liquidating 7 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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