StockDriftsStockDriftsTop 50 SpringVest Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 13.07% | 251.4K | $20.8M | -1.04%(-2.65K) | $82.13(-1.09%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.12% | 17.3K | $12.9M | +3.20%(+535) | $583.42(+32.59%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.96% | 262.0K | $11.1M | -2.11%(-5.65K) | $42.41(-1.72%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.8% | 21.6K | $10.8M | -0.16%(-35) | $456.77(+14.58%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.8% | 223.6K | $9.2M | +1.80%(+3.96K) | $32.72(+32.41%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 5.58% | 178.1K | $8.9M | -10.86%(-21.71K) | $49.80(-0.24%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.36% | 107.9K | $8.5M | -0.22%(-233) | $78.71(-0.21%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR CO INC | 4.28% | 49.7K | $6.8M | -1.19%(-600) | $102.80(+19.82%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.21% | 192.3K | $6.7M | +0.48%(+924) | $26.50(+32.07%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.78% | 125.9K | $6.0M | +17.53%(+18.77K) | $47.76(-0.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.05% |
SpringVest Wealth Management LLC reports $158.99M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (13.1%), SPY (8.1%) and DFCF (7.0%). The top 20 holdings account for 80.09% of reported assets. Its disclosed equity book has returned +13.15% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SpringVest Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058986). View SpringVest Wealth Management LLC’s 13F filings on SEC