§ 13F · FUND PROFILE
SpringVest Wealth Management LLC.
AUM · $159M (13F)Positions · 74Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 251K | $21M | 13.1% | −1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $13M | 8.1% | +3% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 262K | $11M | 7.0% | −2% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 22K | $11M | 6.8% | ±0% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 224K | $9M | 5.8% | +2% |
| 6 | VUSB | VANGUARD BD INDEX FDS | 178K | $9M | 5.6% | −11% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 108K | $9M | 5.4% | ±0% |
| 8 | AEP | AMERICAN ELEC PWR CO INC | 50K | $7M | 4.3% | −1% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 192K | $7M | 4.2% | ±0% |
| 10 | DFSD | DIMENSIONAL ETF TRUST | 126K | $6M | 3.8% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPRINGVEST SIGNAL
AC read
SpringVest Wealth Management LLC is a Other fund managing $159 million in assets. The fund runs a portfolio of 74 positions.
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