Bluespring Wealth Management, LLC
CIK 0001557485 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.20B
2026 Q2
Positions
549
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
4.7%
QUAL
ISHARES TR
4.4%
IVV
ISHARES TR
4.2%
SCHF
SCHWAB STRATEGIC TR
2.5%
GOOGL
ALPHABET INC
2.5%
OEF
ISHARES TR
2.1%
DGRW
WISDOMTREE TR
2.0%
AMZN
AMAZON COM INC
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.