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SpringVest Wealth Management

Latest statistics and disclosures from SpringVest Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002058986

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Positions held by SpringVest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SpringVest Wealth Management

SpringVest Wealth Management holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	18.8	$22M	274k	80.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	9.6	$11M	25k	453.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.9	$10M	18k	588.04	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	8.6	$10M	201k	49.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	6.9	$8.0M	103k	78.01	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.2	$4.9M	188k	26.07	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.4	$4.0M	97k	41.27	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.3	$3.9M	96k	40.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.3	$3.8M	131k	29.20	View chart
American Electric Power Company (AEP)	2.7	$3.2M	35k	92.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$2.7M	100k	27.32	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	2.1	$2.4M	23k	105.50	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.1	$2.4M	50k	48.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$2.4M	38k	62.31	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.6M	19k	81.98	View chart
Apple (AAPL)	1.3	$1.5M	6.1k	250.41	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.2	$1.5M	24k	59.73	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.3M	5.3k	242.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$1.2M	19k	65.08	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.0	$1.2M	25k	46.88	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$955k	34k	27.94	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$942k	11k	87.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$825k	36k	22.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$823k	30k	27.87	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$815k	24k	33.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$800k	2.0k	401.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$777k	1.3k	588.57	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.7	$769k	6.6k	116.31	View chart
NVIDIA Corporation (NVDA)	0.6	$724k	5.4k	134.29	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$676k	23k	29.86	View chart
Microsoft Corporation (MSFT)	0.5	$642k	1.5k	421.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$626k	8.1k	77.27	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$543k	11k	47.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$541k	11k	50.13	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$534k	23k	23.27	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$531k	21k	25.37	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$510k	6.6k	77.80	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$495k	6.9k	71.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$485k	1.8k	264.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$411k	763.00	538.81	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.3	$390k	19k	20.14	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$386k	1.1k	343.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$348k	2.1k	169.29	View chart
Duke Energy Corp Com New (DUK)	0.3	$325k	3.0k	107.73	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	0.3	$315k	7.5k	41.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$313k	1.6k	195.88	View chart
Amazon (AMZN)	0.2	$275k	1.3k	219.39	View chart
Chevron Corporation (CVX)	0.2	$270k	1.9k	144.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$264k	2.3k	115.21	View chart
ConocoPhillips (COP)	0.2	$231k	2.3k	99.16	View chart
Meta Platforms Cl A (META)	0.2	$223k	380.00	585.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$209k	1.1k	190.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$209k	6.0k	34.59	View chart

Past Filings by SpringVest Wealth Management

SEC 13F filings are viewable for SpringVest Wealth Management going back to 2024

SpringVest Wealth Management 2024 Q4 filed March 10, 2025

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