SpringVest Wealth Management LLC
CIK: 0002058986SEC EDGAR →
Portfolio Value
$143.5M
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 250,501 | $21.0M | 14.62% |
| 2 | SPDR S&P 500 ETF TR | 17,053 | $11.6M | 8.10% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 22,179 | $11.1M | 7.77% |
| 4 | VANGUARD BD INDEX FDS | 203,716 | $10.2M | 7.08% |
| 5 | DIMENSIONAL ETF TRUST | 232,460 | $9.9M | 6.89% |
| 6 | VANGUARD SCOTTSDALE FDS | 108,719 | $8.7M | 6.04% |
| 7 | DIMENSIONAL ETF TRUST | 209,489 | $8.0M | 5.56% |
| 8 | AMERICAN ELEC PWR CO INC | 51,177 | $5.9M | 4.11% |
| 9 | SCHWAB STRATEGIC TR | 191,684 | $5.7M | 3.95% |
| 10 | DIMENSIONAL ETF TRUST | 79,803 | $3.8M | 2.67% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (73)
$21.0M · 251K shares
$11.6M · 17K shares
$11.1M · 22K shares
$10.2M · 204K shares
$9.9M · 232K shares
$8.7M · 109K shares
$8.0M · 209K shares
$5.9M · 51K shares
$5.7M · 192K shares
$3.8M · 80K shares
$3.3M · 70K shares
$2.9M · 35K shares
$2.6M · 7K shares
$2.5M · 22K shares
$2.4M · 48K shares
$2.3M · 85K shares
$2.2M · 86K shares
$2.1M · 32K shares
$1.4M · 21K shares
$1.3M · 5K shares
$1.1M · 15K shares
$1.0M · 27K shares
$1.0M · 2K shares
$971K · 19K shares
$944K · 29K shares
$928K · 13K shares
$884K · 27K shares
$851K · 5K shares
$802K · 1K shares
$741K · 4K shares
$666K · 2K shares
$614K · 5K shares
$587K · 937 shares
$585K · 16K shares
$573K · 7K shares
$564K · 8K shares
$557K · 17K shares
$549K · 7K shares
$547K · 11K shares
$543K · 24K shares
$533K · 1K shares
$490K · 10K shares
$464K · 1K shares
$463K · 15K shares
$381K · 4K shares
$369K · 4K shares
$350K · 2K shares
$322K · 7K shares
$314K · 3K shares
$314K · 5K shares
$296K · 1K shares
$296K · 921 shares
$290K · 3K shares
$286K · 5K shares
$284K · 907 shares
$283K · 4K shares
$277K · 2K shares
$272K · 814 shares
$260K · 4K shares
$240K · 6K shares
$236K · 1K shares
$234K · 8K shares
$229K · 1K shares
$224K · 3K shares
$220K · 8K shares
$219K · 2K shares
$218K · 5K shares
$217K · 247 shares
$212K · 2K shares
$210K · 2K shares
$207K · 390 shares
$204K · 2K shares
$201K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $117.9M | 82.2% |
| Unknown | 5 | $14.8M | 10.3% |
| Utilities | 2 | $6.2M | 4.3% |
| Technology | 5 | $3.1M | 2.2% |
| Energy | 3 | $706K | 0.5% |
| Consumer Cyclical | 1 | $296K | 0.2% |
| Communication Services | 1 | $284K | 0.2% |
| Industrials | 1 | $212K | 0.1% |