SpringVest Wealth Management LLC: 13F holdings
CIK 20589862026Q2
| Positions | 74 |
|---|
| Reported value | $159.0m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 74 (+7 vs prior quarter) |
|---|
| Reported value | $159.0m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCIT VANGUARD SCOTTSDALE FDS | 251,390 | $20.8m | 13.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 17,279 | $12.9m | 8.1% |
| DFCF DIMENSIONAL ETF TRUST | 261,998 | $11.1m | 7.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 21,602 | $10.8m | 6.8% |
| DFAI DIMENSIONAL ETF TRUST | 223,646 | $9.2m | 5.8% |
| VUSB VANGUARD BD INDEX FDS | 178,099 | $8.9m | 5.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 107,860 | $8.5m | 5.4% |
| AEP AMERICAN ELEC PWR CO INC | 49,687 | $6.8m | 4.3% |
| SCHV SCHWAB STRATEGIC TR | 192,326 | $6.7m | 4.2% |
| DFSD DIMENSIONAL ETF TRUST | 125,853 | $6.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058986")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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