SpringVest Wealth Management LLC 13F Holdings · Q2 2026
SpringVest Wealth Management LLC reported 74 securities worth $158.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VCIT (13.07%), SPY (8.12%), DFCF (6.96%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $20.8M | 13.07% | 251,390 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $12.9M | 8.12% | 17,279 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $11.1M | 6.96% | 261,998 | Trimmed |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.8M | 6.80% | 21,602 | Trimmed |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 5.80% | 223,646 | Added |
| 6 | VUSB | VANGUARD BD INDEX FDS | $8.9M | 5.58% | 178,099 | Trimmed |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $8.5M | 5.36% | 107,860 | Trimmed |
| 8 | AEP | AMERICAN ELEC PWR CO INC | $6.8M | 4.28% | 49,687 | Trimmed |
| 9 | SCHV | SCHWAB STRATEGIC TR | $6.7M | 4.21% | 192,326 | Added |
| 10 | DFSD | DIMENSIONAL ETF TRUST | $6.0M | 3.78% | 125,853 | Added |
| 11 | DFAU | DIMENSIONAL ETF TRUST | $3.5M | 2.17% | 66,872 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 1.73% | 86,795 | Added |
| 13 | IVOO | VANGUARD ADMIRAL FDS INC | $2.7M | 1.72% | 20,922 | Trimmed |
| 14 | SHY | ISHARES TR | $2.7M | 1.71% | 33,069 | Trimmed |
| 15 | SCHB | SCHWAB STRATEGIC TR | $2.6M | 1.63% | 89,535 | Trimmed |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.5M | 1.58% | 50,139 | Added |
| 17 | DUSB | DIMENSIONAL ETF TRUST | $2.5M | 1.56% | 48,972 | Added |
| 18 | GLD | SPDR GOLD TR | $2.4M | 1.54% | 6,646 | Added |
| 19 | IJH | ISHARES TR | $2.2M | 1.38% | 28,470 | Trimmed |
| 20 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $1.8M | 1.11% | 23,551 | Added |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $1.6M | 1.03% | 20,072 | Added |
| 22 | VYMI | VANGUARD WHITEHALL FDS | $1.4M | 0.86% | 13,969 | Added |
| 23 | AAPL | APPLE INC | $1.3M | 0.84% | 4,595 | Added |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $1.3M | 0.80% | 31,691 | Added |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $1.2M | 0.78% | 15,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR