Investor
SpringVest Wealth Management LLC
CIK 0002058986 · filed 2026-04-21 · SEC filing
13F book
$146.4M
Positions
67
1 new · 7 sold
Largest name
14.4%
Vanguard Scottsdale Fds
Est. mark
−$229K
Price effect on 66 names still held. Flow $3.14M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 254K | $21M | 14.4% | −$250.6K | Added$42K |
| Dimensional Etf Trust | — | 267.7K | $11.3M | 7.7% | −$79K | Added$1.41M |
| Spdr S&P 500 Etf Tr | — | 16.7K | $10.9M | 7.4% | −$529K | Cut−$739.7K |
| Berkshire Hathaway Inc Del | — | 21.6K | $10.4M | 7.1% | −$507.4K | Cut−$779.8K |
| Vanguard Bd Index Fds | — | 199.8K | $9.95M | 6.8% | −$11K | Cut−$205.8K |
| Vanguard Scottsdale Fds | — | 108.1K | $8.57M | 5.9% | −$49.7K | Cut−$99.6K |
| Dimensional Etf Trust | — | 219.7K | $8.56M | 5.8% | $178.1K | Added$575.3K |
| American Elec Pwr Co Inc | — | 50.3K | $6.59M | 4.5% | $793.1K | Cut$690.5K |
| Schwab Strategic Tr | — | 191.4K | $5.84M | 4.0% | $170.3K | Cut$162K |
| Dimensional Etf Trust | — | 107.1K | $5.13M | 3.5% | −$5.6K | Added$1.3M |
| Ishares Tr | — | 36K | $2.97M | 2.0% | −$8.73K | Added$81.3K |
| Dimensional Etf Trust | — | 64.3K | $2.9M | 2.0% | −$108.1K | Cut−$382.5K |
| Spdr Gold Tr | — | 6.62K | $2.85M | 1.9% | $224.1K | Added$235.3K |
| Schwab Strategic Tr | — | 82.8K | $2.54M | 1.7% | $269.1K | Cut$201.1K |
| Vanguard Admiral Fds Inc | — | 22.1K | $2.53M | 1.7% | $55.7K | Cut$45.9K |
| Schwab Strategic Tr | — | 89.5K | $2.25M | 1.5% | −$96.7K | Added$2.79K |
| Vanguard Malvern Fds | — | 43.9K | $2.19M | 1.5% | $21.5K | Cut−$161.1K |
| Ishares Tr | — | 30.3K | $2.05M | 1.4% | $46.4K | Cut−$42.3K |
| John Hancock Exchange Traded | — | 22.4K | $1.51M | 1.0% | $35.2K | Added$101.9K |
| Vanguard Whitehall Fds | — | 14K | $1.32M | 0.9% | — | New |
| Dimensional Etf Trust | — | 16.5K | $1.17M | 0.8% | −$40.8K | Added$244.5K |
| Apple Inc. | AAPL | 4.58K | $1.16M | 0.8% | −$82.7K | Cut−$95.8K |
| Dimensnl Ultrashrt Fixed | — | 22.3K | $1.13M | 0.8% | $1.15K | Added$160.2K |
| Dimensional Etf Trust | — | 15.2K | $1.08M | 0.7% | $22.2K | Cut$2.35K |
| Dimensional Etf Trust | — | 31.6K | $1.07M | 0.7% | $37.4K | Added$127.1K |
| Dimensional Etf Trust | — | 26.4K | $972K | 0.7% | −$33.6K | Cut−$60.6K |
| Ishares Tr | — | 2.28K | $970.5K | 0.7% | −$100.8K | Added−$47.1K |
| Nvidia Corp | NVDA | 5.01K | $873.3K | 0.6% | −$55.2K | Added$22.2K |
| Schwab Strategic Tr | — | 27.1K | $790K | 0.5% | −$94.7K | Held |
| Vanguard Index Fds | — | 3.88K | $762.2K | 0.5% | $20.2K | Held |
| Vanguard Index Fds | — | 2.54K | $729.1K | 0.5% | −$6.98K | Added$62.5K |
| Microsoft Corp | MSFT | 1.8K | $665.6K | 0.5% | −$125.1K | Added$131.8K |
| Ishares Tr | — | 1.02K | $664.8K | 0.5% | −$32.3K | Cut−$137.8K |
| Vanguard Admiral Fds Inc | — | 5.07K | $630.5K | 0.4% | $16.1K | Held |
| Dimensional Etf Trust | — | 25.2K | $595K | 0.4% | $17.8K | Added$51.4K |
| Sprott Asset Management Lp | — | 16.8K | $595K | 0.4% | $40.6K | Cut$37.3K |
| Vanguard Index Fds | — | 989 | $590.7K | 0.4% | −$28.1K | Added$2.92K |
| Spdr Series Trust | — | 6.95K | $549.2K | 0.4% | −$23.9K | Held |
| Vanguard Bd Index Fds | — | 6.97K | $546.7K | 0.4% | −$2.86K | Cut−$3.02K |
| Dimensional Etf Trust | — | 11.4K | $545.2K | 0.4% | −$2.73K | Held |
| Spdr Series Trust | — | 16.9K | $508.2K | 0.3% | −$1.99K | Added$44.7K |
| Spdr Index Shs Fds | — | 13.5K | $494.7K | 0.3% | $9.06K | Cut−$90.3K |
| Proshares Tr | — | 8.02K | $489.2K | 0.3% | −$75.5K | Held |
| Vanguard Mun Bd Fds | — | 9.75K | $486.5K | 0.3% | −$3.9K | Held |
| Exxon Mobil Corp | — | 2.65K | $448.8K | 0.3% | $86.2K | Added$238.6K |
| Vanguard World Fd | — | 1.13K | $413.4K | 0.3% | −$51K | Held |
| Chevron Corp New | CVX | 1.86K | $385.7K | 0.3% | $99.2K | Added$108.3K |
| Wisdomtree Tr | — | 4.13K | $368.5K | 0.3% | $5.16K | Cut−$657 |
| Duke Energy Corp New | — | 2.69K | $352.3K | 0.2% | $36.8K | Added$38.1K |
| Vanguard Specialized Funds | — | 1.61K | $345.9K | 0.2% | −$7.52K | Added−$4.29K |
| Spdr Series Trust | — | 3.66K | $335K | 0.2% | $950 | Cut−$46.8K |
| Unified Ser Tr | — | 7.31K | $329.9K | 0.2% | $5.74K | Added$7.09K |
| Conocophillips | COP | 2.44K | $322.6K | 0.2% | $89.9K | Added$103.4K |
| Pacer Fds Tr | — | 4.93K | $308.7K | 0.2% | $11.4K | Added$21.8K |
| Vanguard Index Fds | — | 932 | $299K | 0.2% | −$11.8K | Added$26.1K |
| Amazon Com Inc | AMZN | 1.41K | $293.5K | 0.2% | −$29K | Added−$3.38K |
| Vanguard Intl Equity Index F | — | 3.86K | $289.6K | 0.2% | $5.94K | Held |
| Vanguard Intl Equity Index F | — | 3.48K | $286.8K | 0.2% | −$4.1K | Held |
| Harbor Etf Trust | — | 10.3K | $286.5K | 0.2% | −$25.5K | Added$51.6K |
| Proshares Tr | — | 5.44K | $282K | 0.2% | −$32.8K | Held |
| Ishares Silver Tr | — | 4.06K | $276.7K | 0.2% | $15K | Added$16.3K |
| Alphabet Inc | — | 925 | $265.3K | 0.2% | −$24.4K | Added−$19.3K |
| Philip Morris Intl Inc | — | 1.48K | $244.4K | 0.2% | $7.29K | Added$7.78K |
| Dimensional Etf Trust | — | 6.07K | $235.8K | 0.2% | −$4.43K | Held |
| Ishares Tr | — | 2.58K | $223.7K | 0.2% | −$1.21K | Held |
| Harris Oakmark Etf Trust | — | 7.78K | $214.5K | 0.1% | −$6.19K | Held |
| Caci Intl Inc | — | 390 | $212.1K | 0.1% | $4.31K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.