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SpringVest Wealth Management LLC 13F holdings

Filed 2026-07-22 · SpringVest Wealth Management LLC · 74 positions · $159.0M

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TickerCompanySharesValue% of portfolio
VCITVANGUARD SCOTTSDALE FDS251.4K$20.8M13.1%
SPYSTATE STR SPDR S&P 500 ETF T17.3K$12.9M8.1%
DFCFDIMENSIONAL ETF TRUST262.0K$11.1M7.0%
BRK-BBERKSHIRE HATHAWAY INC DEL21.6K$10.8M6.8%
DFAIDIMENSIONAL ETF TRUST223.6K$9.2M5.8%
VUSBVANGUARD BD INDEX FDS178.1K$8.9M5.6%
VCSHVANGUARD SCOTTSDALE FDS107.9K$8.5M5.4%
AEPAMERICAN ELEC PWR CO INC49.7K$6.8M4.3%
SCHVSCHWAB STRATEGIC TR192.3K$6.7M4.2%
DFSDDIMENSIONAL ETF TRUST125.9K$6.0M3.8%
DFAUDIMENSIONAL ETF TRUST66.9K$3.5M2.2%
SCHDSCHWAB STRATEGIC TR86.8K$2.8M1.7%
IVOOVANGUARD ADMIRAL FDS INC20.9K$2.7M1.7%
SHYISHARES TR33.1K$2.7M1.7%
SCHBSCHWAB STRATEGIC TR89.5K$2.6M1.6%
VTIPVANGUARD MALVERN FDS50.1K$2.5M1.6%
DUSBDIMENSIONAL ETF TRUST49.0K$2.5M1.6%
GLDSPDR GOLD TR6.6K$2.4M1.5%
IJHISHARES TR28.5K$2.2M1.4%
JHMMJOHN HANCOCK EXCHANGE TRADED23.6K$1.8M1.1%
DFUSDIMENSIONAL ETF TRUST20.1K$1.6M1.0%
VYMIVANGUARD WHITEHALL FDS14.0K$1.4M0.9%
AAPLAPPLE INC4.6K$1.3M0.8%
DFAEDIMENSIONAL ETF TRUST31.7K$1.3M0.8%
DFASDIMENSIONAL ETF TRUST15.0K$1.2M0.8%
IWFISHARES TR9.1K$1.1M0.7%
DUHPDIMENSIONAL ETF TRUST26.7K$1.1M0.7%
IVVISHARES TR1.3K$995,0880.6%
NVDANVIDIA CORPORATION4.9K$983,4500.6%
SCHGSCHWAB STRATEGIC TR27.1K$917,7750.6%
VOVANGUARD INDEX FDS10.6K$857,5870.5%
VTVVANGUARD INDEX FDS3.9K$849,9270.5%
VOOVANGUARD INDEX FDS1.1K$782,2500.5%
VIOGVANGUARD ADMIRAL FDS INC5.1K$777,2260.5%
QLDPROSHARES TR8.0K$775,9110.5%
ALABASTERA LABS INC1.4K$696,6150.4%
MSFTMICROSOFT CORP1.8K$668,3310.4%
DFARDIMENSIONAL ETF TRUST25.4K$663,9930.4%
DFNMDIMENSIONAL ETF TRUST13.5K$650,4920.4%
SPTMSPDR SERIES TRUST6.9K$629,5380.4%
WINNHARBOR ETF TRUST18.6K$604,5590.4%
BSVVANGUARD BD INDEX FDS7.0K$548,2060.3%
CWISPDR INDEX SHS FDS13.4K$544,3270.3%
VTEBVANGUARD MUN BD FDS10.6K$535,3890.3%
PHYSSPROTT ASSET MANAGEMENT LP16.8K$507,2780.3%
MGKVANGUARD WORLD FD5.6K$494,4940.3%
MGMTUNIFIED SER TR9.1K$463,3790.3%
SPSBSPDR SERIES TRUST15.4K$461,0740.3%
FELVFIDELITY COVINGTON TRUST11.5K$459,7520.3%
FTECFIDELITY COVINGTON TRUST1.6K$456,9280.3%
VTIVANGUARD INDEX FDS1.2K$437,4350.3%
DLNWISDOMTREE TR4.1K$397,3200.2%
BILSPDR SERIES TRUST4.3K$394,9680.2%
SSOPROSHARES TR5.4K$366,2720.2%
EXMOCEXXON MOBIL CORP2.6K$362,3160.2%
DUKDUKE ENERGY CORP NEW2.7K$341,5960.2%
AMZNAMAZON COM INC1.4K$332,4760.2%
GOOGALPHABET INC924$326,4770.2%
OAKMHARRIS OAKMARK ETF TRUST11.3K$319,2510.2%
VEUVANGUARD INTL EQUITY INDEX F3.8K$317,5800.2%
Top Fund Holdings
13F
Top Fund Holdings

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