SpringVest Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), SpringVest Wealth Management LLC reported 73 stock positions worth $143.5 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 14.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.1%) and Berkshire Hathaway Class B (BRK.B, 7.8%). Compared with Q3 2025, it opened 8 new positions, added to 29 and reduced 23. The biggest buy was Dimensional Core Fixed (DFCF, shares +39%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002058986
- Portfolio Value
- $143.5M (Q4 2025)
- SEC Filing
- 0002058986-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 73 stocks · $143.5M
| VCIT Vanguard Int-Term Corporate | 14.62% | 250,501 | $21.0M | Reduce -9.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.10% | 17,053 | $11.6M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.77% | 22,179 | $11.1M | Reduce -4.3% |
| VUSB Vanguard Ultra Short Bond Et | 7.08% | 203,716 | $10.2M | Reduce -2.5% |
| DFCF Dimensional Core Fixed Inc. | 6.89% | 232,460 | $9.9M | Add +39.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.04% | 108,719 | $8.7M | Reduce -0.8% |
| DFAI Dimensional International Co. | 5.56% | 209,489 | $8.0M | Add +20.9% |
| AEP American Electric Power | 4.11% | 51,177 | $5.9M | Add +48.4% |
| SCHV Schwab US Large-Cap Value | 3.96% | 191,684 | $5.7M | Add +0.5% |
| DFSD Dimensional Short Duration | 2.67% | 79,803 | $3.8M | Add +1.3% |
| DFAU Dimensional US Core Equity M | 2.29% | 70,211 | $3.3M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 2.02% | 34,939 | $2.9M | Add +87.2% |
| GLD SPDR Gold Shares | 1.82% | 6,596 | $2.6M | Reduce -4.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 1.73% | 22,211 | $2.5M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 1.64% | 47,563 | $2.4M | Reduce -18.3% |
| SCHD Schwab US DVD Equity ETF | 1.63% | 85,282 | $2.3M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 1.56% | 85,577 | $2.2M | Add +42.0% |
| IJH iShares Core S&P Midcap ETF | 1.46% | 31,667 | $2.1M | Reduce -2.8% |
| JHMM John Hancock Multi Fact Mid | 0.98% | 21,438 | $1.4M | Reduce -4.1% |
| AAPL Apple Inc. | 0.88% | 4,627 | $1.3M | Add +0.4% |
| DFAS Dimensional US Small Cap ETF | 0.75% | 15,475 | $1.1M | Add +7.4% |
| DUHP Dimensional US High Profi Et | 0.72% | 27,151 | $1.0M | Add +8.3% |
| IWF iShares Russell 1000 Growth | 0.71% | 2,150 | $1.0M | Reduce -0.7% |
| DUSB Dimension Ultrashort Fi ETF | 0.68% | 19,181 | $972K | Reduce -11.0% |
| DFAE Dimensional Emerging Core Eq | 0.66% | 28,991 | $944K | Add +51.2% |
| DFUS Dimensional US Eq MKT ETF | 0.65% | 12,519 | $929K | Add +52.8% |
| SCHG Schwab US Large-Cap Growth | 0.62% | 27,121 | $885K | No change |
| NVDA Nvidia Corp. | 0.59% | 4,563 | $851K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.56% | 1,172 | $803K | Reduce -7.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 3,885 | $742K | Add +1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 2,297 | $667K | Add +1.3% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.43% | 5,066 | $614K | No change |
| VOO Vanguard S&P 500 ETF | 0.41% | 937 | $588K | Add +9.7% |
| CWI State Street SPDR MSCI Acwi | 0.41% | 16,287 | $585K | Add +39.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.40% | 6,946 | $573K | No change |
| QLD Proshares Ultra QQQ | 0.39% | 8,019 | $565K | No change |
| PHYS Sprott Physical Gold Trust | 0.39% | 16,889 | $558K | Reduce -12.8% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 6,975 | $550K | Reduce -11.2% |
| DFNM Dimensional National Muni BD | 0.38% | 11,374 | $548K | No change |
| DFAR Dimensional US Real Est ETF | 0.38% | 23,738 | $544K | Reduce -11.4% |
| MSFT Microsoft Corp. | 0.37% | 1,104 | $534K | Add +2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 9,752 | $490K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.32% | 1,125 | $464K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.32% | 15,347 | $463K | Reduce -35.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 4,178 | $382K | Reduce -16.0% |
| DLN Wisdomtree US Largecap Divid | 0.26% | 4,191 | $369K | Reduce -36.0% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 1,593 | $350K | Reduce -0.4% |
| MGMT Ballast Small/Mid Cap ETF | 0.23% | 7,283 | $323K | Add +3.9% |
| SSO Proshares Ultra S&P500 | 0.22% | 5,436 | $315K | Add +0.2% |
| DUK Duke Energy Corp. | 0.22% | 2,681 | $314K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.21% | 1,286 | $297K | Add +4.6% |
| JPM JPMorgan Chase & Co. | 0.21% | 921 | $297K | New |
| VGK Vanguard Ftse Europe ETF | 0.20% | 3,479 | $291K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.20% | 4,767 | $287K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 907 | $285K | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 3,856 | $284K | Add +14.5% |
| CVX Chevron Corp. | 0.19% | 1,820 | $277K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 814 | $273K | No change |
| SLV iShares Silver Trust | 0.18% | 4,043 | $260K | New |
| DFAC Dimensional US Core Equity 2 | 0.17% | 6,068 | $240K | No change |
| PM Philip Morris International | 0.16% | 1,475 | $237K | Reduce -4.8% |
| WINN Harbor Long-Term Growers ETF | 0.16% | 7,552 | $235K | Add +16.1% |
| ALAB Astera Labs Inc. | 0.16% | 1,377 | $229K | No change |
| TLT iShares 20+ Year Treasury BD | 0.16% | 2,580 | $225K | Reduce -11.0% |
| OAKM Oakmark US Large Cap ETF | 0.15% | 7,782 | $221K | No change |
| COP Conocophillips | 0.15% | 2,341 | $219K | Add +0.2% |
| DFIP Dimensional Inflation-Protec | 0.15% | 5,264 | $219K | New |
| GS Goldman Sachs Group Inc. | 0.15% | 247 | $217K | New |
| EMR Emerson Electric Co. | 0.15% | 1,602 | $213K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.15% | 1,747 | $210K | New |
| CACI Caci International Inc. Class A | 0.14% | 390 | $208K | New |
| EFA iShares MSCI Eafe ETF | 0.14% | 2,134 | $205K | New |
| XLV SS Health Care Select Sector | 0.14% | 1,302 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VCIT Vanguard Int-Term Corporate | Reduce -9.0% | 14.62% | −2.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.3% | 7.77% | −0.80 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -2.5% | 7.08% | −0.60 |
| VTIP Vanguard Short-Term Tips | Reduce -18.3% | 1.64% | −0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 8.10% | −0.45 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.8% | 6.04% | −0.40 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -35.9% | 0.32% | −0.21 |
| DLN Wisdomtree US Largecap Divid | Reduce -36.0% | 0.26% | −0.16 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -11.0% | 0.68% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.8% | 1.46% | −0.11 |
| DFAR Dimensional US Real Est ETF | Reduce -11.4% | 0.38% | −0.09 |
| JHMM John Hancock Multi Fact Mid | Reduce -4.1% | 0.98% | −0.09 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -0.2% | 1.73% | −0.08 |
| DFAU Dimensional US Core Equity M | Reduce -0.1% | 2.29% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -11.2% | 0.38% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -16.0% | 0.27% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 0.56% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 0.71% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.0% | 0.16% | −0.03 |
| PHYS Sprott Physical Gold Trust | Reduce -12.8% | 0.39% | −0.03 |
| PM Philip Morris International | Reduce -4.8% | 0.16% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.24% | −0.01 |
| GLD SPDR Gold Shares | Reduce -4.3% | 1.82% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DFCF Dimensional Core Fixed Inc. | Add +39.2% | 6.89% | +1.64 |
| AEP American Electric Power | Add +48.4% | 4.11% | +1.26 |
| DFAI Dimensional International Co. | Add +20.9% | 5.56% | +0.93 |
| SHY iShares 1-3 Year Treasury Bo | Add +87.2% | 2.02% | +0.88 |
| SCHB Schwab US Broad Market ETF | Add +42.0% | 1.56% | +0.43 |
| DFAE Dimensional Emerging Core Eq | Add +51.2% | 0.66% | +0.21 |
| DFUS Dimensional US Eq MKT ETF | Add +52.8% | 0.65% | +0.21 |
| JPM JPMorgan Chase & Co. | New | 0.21% | +0.21 |
| SLV iShares Silver Trust | New | 0.18% | +0.18 |
| DFIP Dimensional Inflation-Protec | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | New | 0.15% | +0.15 |
| CACI Caci International Inc. Class A | New | 0.14% | +0.14 |
| EFA iShares MSCI Eafe ETF | New | 0.14% | +0.14 |
| XLV SS Health Care Select Sector | New | 0.14% | +0.14 |
| CWI State Street SPDR MSCI Acwi | Add +39.2% | 0.41% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.20% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Add +7.4% | 0.75% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +9.7% | 0.41% | +0.03 |
| DUHP Dimensional US High Profi Et | Add +8.3% | 0.72% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +14.5% | 0.20% | +0.02 |
| WINN Harbor Long-Term Growers ETF | Add +16.1% | 0.16% | +0.01 |
| AAPL Apple Inc. | Add +0.4% | 0.88% | +0.01 |
| AMZN Amazon.com Inc. | Add +4.6% | 0.21% | +0.01 |
| MGMT Ballast Small/Mid Cap ETF | Add +3.9% | 0.23% | −0.00 |
| SSO Proshares Ultra S&P500 | Add +0.2% | 0.22% | −0.00 |
| EMR Emerson Electric Co. | Add +0.1% | 0.15% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 0.52% | −0.01 |
| COP Conocophillips | Add +0.2% | 0.15% | −0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.19% | −0.01 |
| DUK Duke Energy Corp. | Add +0.3% | 0.22% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.3% | 0.46% | −0.03 |
| NVDA Nvidia Corp. | Add +0.0% | 0.59% | −0.03 |
| MSFT Microsoft Corp. | Add +2.1% | 0.37% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 1.63% | −0.08 |
| DFSD Dimensional Short Duration | Add +1.3% | 2.67% | −0.13 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 3.96% | −0.13 |
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 |