§ 13F · FUND PROFILE
SpringVest Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136M (13F)Positions · 65Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 254K | $21M | 14.4% | +1% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 268K | $11M | 7.7% | +15% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $11M | 7.4% | −2% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 22K | $10M | 7.1% | −2% |
| 5 | VUSB | VANGUARD BD INDEX FDS | 200K | $10M | 6.8% | −2% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 108K | $9M | 5.9% | −1% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 220K | $9M | 5.8% | +5% |
| 8 | AEP | AMERICAN ELEC PWR CO INC | 50K | $7M | 4.5% | −2% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 191K | $6M | 4.0% | ±0% |
| 10 | DFSD | DIMENSIONAL ETF TRUST | 107K | $5M | 3.5% | +34% |
§ 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 $136 million in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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