SpringVest Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 10, 2025), SpringVest Wealth Management LLC reported 53 stock positions worth $116.7 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 18.8% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 8.9%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002058986
- Portfolio Value
- $116.7M (Q4 2024)
- SEC Filing
- 0001085146-25-001822 ↗ filed Mar 10, 2025
Holdings Value
Holdings 53 stocks · $116.7M
| VCIT Vanguard Int-Term Corporate | 18.84% | 274,049 | $22.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 9.56% | 24,626 | $11.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.86% | 17,582 | $10.3M | — |
| VUSB Vanguard Ultra Short Bond Et | 8.56% | 201,421 | $10.0M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 6.90% | 103,182 | $8.0M | — |
| SCHV Schwab US Large-Cap Value | 4.20% | 187,863 | $4.9M | — |
| DFCF Dimensional Core Fixed Inc. | 3.43% | 97,051 | $4.0M | — |
| DFAU Dimensional US Core Equity M | 3.33% | 96,055 | $3.9M | — |
| DFAI Dimensional International Co. | 3.26% | 130,460 | $3.8M | — |
| AEP American Electric Power | 2.74% | 34,735 | $3.2M | — |
| SCHD Schwab US DVD Equity ETF | 2.34% | 99,925 | $2.7M | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 2.09% | 23,101 | $2.4M | — |
| VTIP Vanguard Short-Term Tips | 2.07% | 49,804 | $2.4M | — |
| IJH iShares Core S&P Midcap ETF | 2.03% | 37,941 | $2.4M | — |
| SHY iShares 1-3 Year Treasury Bo | 1.36% | 19,424 | $1.6M | — |
| AAPL Apple Inc. | 1.31% | 6,121 | $1.5M | — |
| JHMM John Hancock Multi Fact Mid | 1.25% | 24,369 | $1.5M | — |
| GLD SPDR Gold Shares | 1.11% | 5,328 | $1.3M | — |
| DFAS Dimensional US Small Cap ETF | 1.03% | 18,517 | $1.2M | — |
| DFSD Dimensional Short Duration | 1.01% | 25,265 | $1.2M | — |
| CWI State Street SPDR MSCI Acwi | 0.82% | 34,164 | $955K | — |
| TLT iShares 20+ Year Treasury BD | 0.81% | 10,787 | $942K | — |
| SCHB Schwab US Broad Market ETF | 0.71% | 36,359 | $825K | — |
| SCHG Schwab US Large-Cap Growth | 0.70% | 29,521 | $823K | — |
| DUHP Dimensional US High Profi Et | 0.70% | 24,120 | $815K | — |
| IWF iShares Russell 1000 Growth | 0.69% | 1,992 | $800K | — |
| IVV iShares Core S&P 500 ETF | 0.67% | 1,320 | $777K | — |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.66% | 6,614 | $769K | — |
| NVDA Nvidia Corp. | 0.62% | 5,389 | $724K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.58% | 22,640 | $676K | — |
| MSFT Microsoft Corp. | 0.55% | 1,523 | $642K | — |
| BSV Vanguard Short-Term Bond ETF | 0.54% | 8,095 | $626K | — |
| DFNM Dimensional National Muni BD | 0.47% | 11,374 | $543K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.46% | 10,800 | $541K | — |
| DFAR Dimensional US Real Est ETF | 0.46% | 22,947 | $534K | — |
| DFAE Dimensional Emerging Core Eq | 0.46% | 20,948 | $531K | — |
| DLN Wisdomtree US Largecap Divid | 0.44% | 6,551 | $510K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.42% | 6,931 | $495K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 1,836 | $485K | — |
| VOO Vanguard S&P 500 ETF | 0.35% | 763 | $411K | — |
| PHYS Sprott Physical Gold Trust | 0.33% | 19,360 | $390K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.33% | 1,125 | $386K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 2,058 | $348K | — |
| DUK Duke Energy Corp. | 0.28% | 3,019 | $325K | — |
| MGMT Ballast Small/Mid Cap ETF | 0.27% | 7,529 | $315K | — |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 1,600 | $313K | — |
| AMZN Amazon.com Inc. | 0.24% | 1,254 | $275K | — |
| CVX Chevron Corp. | 0.23% | 1,865 | $270K | — |
| IJR iShares Core S&P Small-Cap E | 0.23% | 2,295 | $264K | — |
| COP Conocophillips | 0.20% | 2,329 | $231K | — |
| META Meta Platforms Inc. Class A | 0.19% | 380 | $223K | — |
| GOOG Alphabet Inc. Class C | 0.18% | 1,096 | $209K | — |
| DFAC Dimensional US Core Equity 2 | 0.18% | 6,028 | $209K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $159.0M | VCIT, SPY, DFCF, BRK.B, DFAI |
| Q1 2026 | 67 | $146.4M | VCIT, DFCF, SPY, BRK.B, VUSB |
| Q4 2025 | 73 | $143.5M | VCIT, SPY, BRK.B, VUSB, DFCF |
| Q3 2025 | 65 | $136.0M | VCIT, BRK.B, SPY, VUSB, VCSH |
| Q2 2025 | 61 | $123.5M | VCIT, BRK.B, SPY, VUSB, VCSH |
| Q1 2025 | 56 | $120.6M | VCIT, BRK.B, SPY, VUSB, VCSH |
| Q4 2024 | 53 | $116.7M | VCIT, BRK.B, SPY, VUSB, VCSH |