StockDriftsStockDriftsTop 50 Wellspring Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.87% | 4.79M | $347.2M | +1084.95%(+4.39M) | $677.05(+15.05%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.58% | 1.70M | $100.0M | +4.61%(+74.77K) | $76.96(+31.66%) | 2026-06-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 5.8% | 2.23M | $88.1M | +7.74%(+159.90K) | $26.27(+64.29%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.71% | 2.96M | $71.5M | +1.70%(+49.47K) | $114.13(+45.69%) | 2026-06-30 | |
| SOXX | ISHARES TR | 4.61% | 109.2K | $70.0M | -28.06%(-42.59K) | $227.32(+148.09%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.1% | 6.16M | $62.2M | -0.07%(-4.14K) | $220.53(+73.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.39% | 178.4K | $51.5M | -0.68%(-1.23K) | $228.99(+33.36%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.31% | 863.6K | $50.3M | +12.23%(+94.14K) | $58.70(-0.94%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.06% | 918.8K | $46.4M | +5.12%(+44.78K) | $57.13(+44.63%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.98% | 237.4K | $45.2M | +38.38%(+65.83K) | $139.26(+36.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.55% | +62.45% | +9.54% | +57.72% |
| Top 20 Holdings Unweighted | +16.28% | +57.23% | +8.94% | +53.46% |
Wellspring Financial Advisors, LLC reports $1.52B in US-listed equity holdings across 288 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.9%), IEFA (6.6%) and AAAU (5.8%). The top 20 holdings account for 77.21% of reported assets. Its disclosed equity book has returned +62.45% on a three-year cumulative basis. 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 Wellspring Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1811308). View Wellspring Financial Advisors, LLC’s 13F filings on SEC