Wellspring Financial Advisors, LLC
Wellspring Financial Advisors, LLC reported 288 positions worth $1.52B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVV (22.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $347.2M | 22.87% | 4,794,502 | — | — | |
| ▸ 2 | IEFA | SH | $100.0M | 6.58% | 1,695,488 | — | — | |
| ▸ 3 | AAAU | SH | $88.1M | 5.80% | 2,225,662 | — | — | |
| ▸ 4 | VYM | SH | $71.5M | 4.71% | 2,958,647 | — | — | |
| ▸ 5 | SOXX | SH | $70.0M | 4.61% | 109,196 | — | — | |
| ▸ 6 | VTI | SH | $62.2M | 4.10% | 6,157,836 | — | — | |
| ▸ 7 | AAPL | SH | $51.5M | 3.39% | 178,366 | — | — | |
| ▸ 8 | VGSH | SH | $50.3M | 3.31% | 863,583 | — | — | |
| ▸ 9 | IEMG | SH | $46.4M | 3.06% | 918,763 | — | — | |
| ▸ 10 | XLK | SH | $45.2M | 2.98% | 237,362 | — | — |
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Frequently Asked Questions
What stocks does Wellspring Financial Advisors, LLC hold as of Q2 2026?
Wellspring Financial Advisors, LLC reported 288 positions worth $1.52B in its Q2 2026 13F filing. Largest positions: IVV (22.9%), IEFA (6.6%), AAAU (5.8%), VYM (4.7%) and SOXX (4.6%).
What did Wellspring Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wellspring Financial Advisors, 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.