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SpringVest Wealth Management

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

Top 5 stock holdings are VCIT, DFCF, SPY, BRK.B, VUSB, and represent 43.39% of SpringVest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF, VYMI, DFSD, DFAI, VCIT, DFUS, MSFT, DUSB, XOM, SCHB.
Started 1 new stock position in VYMI.
Reduced shares in these 10 stocks: , DFAU, BRK.B, ALAB, DFIP, , EMR, EFA, , SPY.
Sold out of its positions in ALAB, DFIP, EMR, GS, EFA, JPM, XLV.
SpringVest Wealth Management was a net buyer of stock by $3.2M.
SpringVest Wealth Management has $146M in assets under management (AUM), dropping by 2.03%.
Central Index Key (CIK): 0002058986

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Portfolio Holdings for SpringVest Wealth Management

SpringVest Wealth Management holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	14.4	$21M		254k	82.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	7.7	$11M	+15%	268k	42.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	7.4	$11M		17k	650.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	7.1	$10M	-2%	22k	479.20	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	6.8	$9.9M		200k	49.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.9	$8.6M		108k	79.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.8	$8.6M	+4%	220k	38.96	View chart
American Electric Power Company (AEP)	4.5	$6.6M		50k	131.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.0	$5.8M		191k	30.50	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.5	$5.1M	+34%	107k	47.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.0	$3.0M	+3%	36k	82.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$2.9M	-8%	64k	45.12	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$2.8M		6.6k	430.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$2.5M	-2%	83k	30.68	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	1.7	$2.5M		22k	114.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.5	$2.2M	+4%	90k	25.10	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.5	$2.2M	-7%	44k	49.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$2.0M	-4%	30k	67.53	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.0	$1.5M	+4%	22k	67.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$1.3M	NEW	14k	94.24	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.8	$1.2M	+32%	17k	70.91	View chart
Apple (AAPL)	0.8	$1.2M		4.6k	253.82	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.8	$1.1M	+16%	22k	50.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.1M		15k	71.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.1M	+9%	32k	33.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$972k	-2%	26k	36.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$971k	+5%	2.3k	426.40	View chart
NVIDIA Corporation (NVDA)	0.6	$873k	+9%	5.0k	174.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$790k		27k	29.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$762k		3.9k	196.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$729k	+10%	2.5k	287.18	View chart
Microsoft Corporation (MSFT)	0.5	$666k	+62%	1.8k	370.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$665k	-13%	1.0k	653.05	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.4	$631k		5.1k	124.46	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$595k	+5%	25k	23.65	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$595k		17k	35.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$591k	+5%	989.00	597.29	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$549k		6.9k	79.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$547k		7.0k	78.40	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$545k		11k	47.93	View chart
Spdr Series Trust State Street Spd (SPSB)	0.3	$508k	+10%	17k	30.07	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.3	$495k	-16%	14k	36.59	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$489k		8.0k	61.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$487k		9.8k	49.89	View chart
Exxon Mobil Corporation (XOM)	0.3	$449k	+51%	2.6k	169.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$413k		1.1k	367.44	View chart
Chevron Corporation (CVX)	0.3	$386k	+2%	1.9k	206.92	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$369k		4.1k	89.33	View chart
Duke Energy Corp Com New (DUK)	0.2	$352k		2.7k	130.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$346k		1.6k	215.12	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$335k	-12%	3.7k	91.64	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	0.2	$330k		7.3k	45.12	View chart
ConocoPhillips (COP)	0.2	$323k	+4%	2.4k	131.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$309k	+3%	4.9k	62.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$299k	+14%	932.00	320.85	View chart
Amazon (AMZN)	0.2	$294k	+9%	1.4k	208.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$290k		3.9k	75.10	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$287k		3.5k	82.43	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$287k	+36%	10k	27.73	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$282k		5.4k	51.88	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$277k		4.1k	68.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$265k		925.00	286.86	View chart
Philip Morris International (PM)	0.2	$244k		1.5k	165.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$236k		6.1k	38.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$224k		2.6k	86.69	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$215k		7.8k	27.57	View chart
Caci Intl Cl A (CACI)	0.1	$212k		390.00	543.87	View chart

Past Filings by SpringVest Wealth Management

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

SpringVest Wealth Management 2026 Q1 filed April 21, 2026
SpringVest Wealth Management 2025 Q4 filed Jan. 23, 2026
SpringVest Wealth Management 2025 Q3 filed Nov. 5, 2025
SpringVest Wealth Management 2025 Q2 filed July 23, 2025
SpringVest Wealth Management 2025 Q1 filed May 6, 2025
SpringVest Wealth Management 2024 Q4 filed March 10, 2025

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