SpringVest Wealth Management LLC
- SEC CIK
- 0002058986
- Latest filing
- Jul 22, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Mar 10, 2025. Long positions only.
- Positions
- 53
- No filing for Q3 2024
- Portfolio value
- $116.7M
- No filing for Q3 2024
SpringVest Wealth Management LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 274,049 | $22.0M | 18.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 24,626 | $11.2M | 9.6% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,582 | $10.3M | 8.9% | – | – | History |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 201,421 | $9.99M | 8.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 103,182 | $8.05M | 6.9% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 187,863 | $4.90M | 4.2% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 97,051 | $4.01M | 3.4% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 96,055 | $3.89M | 3.3% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 130,460 | $3.81M | 3.3% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 34,735 | $3.20M | 2.7% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 99,925 | $2.73M | 2.3% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 23,101 | $2.44M | 2.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 49,804 | $2.41M | 2.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,941 | $2.36M | 2.0% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,424 | $1.59M | 1.4% | – | – | – |
| AAPLApple Inc. | Stock | 6,121 | $1.53M | 1.3% | – | – | History |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 24,369 | $1.46M | 1.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 5,328 | $1.29M | 1.1% | – | – | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 18,517 | $1.21M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 25,265 | $1.18M | 1.0% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 34,164 | $954.5K | 0.8% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 10,787 | $942.0K | 0.8% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 36,359 | $825.3K | 0.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 29,521 | $822.8K | 0.7% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 24,120 | $815.0K | 0.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,992 | $799.9K | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,320 | $776.9K | 0.7% | – | – | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 6,614 | $769.3K | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,389 | $723.7K | 0.6% | – | – | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 22,640 | $676.0K | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,523 | $641.8K | 0.5% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,095 | $625.5K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 11,374 | $543.3K | 0.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,800 | $541.4K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 22,947 | $534.0K | 0.5% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 20,948 | $531.4K | 0.5% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,551 | $509.6K | 0.4% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,931 | $495.1K | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,836 | $484.9K | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 763 | $411.1K | 0.4% | – | – | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 19,360 | $389.9K | 0.3% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,125 | $386.3K | 0.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,058 | $348.4K | 0.3% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,019 | $325.2K | 0.3% | – | – | History |
| Unified Ser Tr90470L550 | BALLAST SMLMD CP | 7,529 | $314.7K | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,600 | $313.4K | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,254 | $275.1K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 1,865 | $270.1K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,295 | $264.4K | 0.2% | – | – | – |
| COPConocoPhillips | Stock | 2,329 | $230.9K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 380 | $222.6K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,096 | $208.7K | 0.2% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 6,028 | $208.5K | 0.2% | – | – | – |