SpringVest Wealth Management LLC
SpringVest Wealth Management LLC reported 74 positions worth $159.0M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VCIT (13.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VCIT | SH | $20.8M | 13.07% | 251,390 | — | — | |
| ▸ 2 | SPY | SH | $12.9M | 8.12% | 17,279 | — | — | |
| ▸ 3 | DFCF | SH | $11.1M | 6.96% | 261,998 | — | — | |
| ▸ 4 | BRK-B | SH | $10.8M | 6.80% | 21,602 | — | — | |
| ▸ 5 | DFAI | SH | $9.2M | 5.80% | 223,646 | — | — | |
| ▸ 6 | VUSB | SH | $8.9M | 5.58% | 178,099 | — | — | |
| ▸ 7 | VCSH | SH | $8.5M | 5.36% | 107,860 | — | — | |
| ▸ 8 | AEP | SH | $6.8M | 4.28% | 49,687 | — | — | |
| ▸ 9 | SCHV | SH | $6.7M | 4.21% | 192,326 | — | — | |
| ▸ 10 | DFSD | SH | $6.0M | 3.78% | 125,853 | — | — |
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Frequently Asked Questions
What stocks does SpringVest Wealth Management LLC hold as of Q2 2026?
SpringVest Wealth Management LLC reported 74 positions worth $159.0M in its Q2 2026 13F filing. Largest positions: VCIT (13.1%), SPY (8.1%), DFCF (7.0%), BRK-B (6.8%) and DFAI (5.8%).
What did SpringVest Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SpringVest Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
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.