§ 13F · FUND PROFILE
SpringVest Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $123.5T (13F)Positions · 61Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 251K | $21.0T | 14.6% | −9% |
| 2 | SPY | SPDR S&P 500 ETF TR | 17K | $11.6T | 8.1% | −2% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 22K | $11.1T | 7.8% | −4% |
| 4 | VUSB | VANGUARD BD INDEX FDS | 204K | $10.2T | 7.1% | −2% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 232K | $9.9T | 6.9% | +39% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 109K | $8.7T | 6.0% | −1% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 209K | $8.0T | 5.6% | +21% |
| 8 | AEP | AMERICAN ELEC PWR CO INC | 51K | $5.9T | 4.1% | +48% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 192K | $5.7T | 4.0% | ±0% |
| 10 | DFSD | DIMENSIONAL ETF TRUST | 80K | $3.8T | 2.7% | +1% |
§ 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 $123495.1 trillion in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed