SpringVest Wealth Management LLC

Est. AUM

$146.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$21.0M	254036	14.36%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$11.3M	267651	7.72%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.9M	16744	7.44%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.4M	21637	7.08%	SOLE
5	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$9.9M	199806	6.79%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$8.6M	108093	5.85%	SOLE
7	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.6M	219683	5.85%	SOLE
8	AMERICAN ELEC PWR CO INC	COM	$6.6M	50287	4.50%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP VA ETF	$5.8M	191402	3.99%	SOLE
10	DIMENSIONAL ETF TRUST	SHORT DURATION F	$5.1M	107082	3.50%	SOLE
11	ISHARES TR	1 3 YR TREAS BD	$3.0M	36029	2.03%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.9M	64347	1.98%	SOLE
13	SPDR GOLD TR	GOLD SHS	$2.8M	6622	1.95%	SOLE
14	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	82803	1.73%	SOLE
15	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$2.5M	22123	1.73%	SOLE
16	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.2M	89541	1.53%	SOLE
17	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.2M	43871	1.50%	SOLE
18	ISHARES TR	CORE S&P MCP ETF	$2.0M	30324	1.40%	SOLE
19	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.5M	22432	1.03%	SOLE
20	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.3M	13960	0.90%	SOLE
21	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.2M	16542	0.80%	SOLE
22	APPLE INC	COM	$1.2M	4579	0.79%	SOLE
23	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.1M	22317	0.77%	SOLE
24	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	15190	0.74%	SOLE
25	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.1M	31641	0.73%	SOLE
26	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$972K	26441	0.66%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$970K	2276	0.66%	SOLE
28	NVIDIA CORPORATION	COM	$873K	5007	0.60%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP GR ETF	$790K	27121	0.54%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$762K	3885	0.52%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$729K	2539	0.50%	SOLE
32	MICROSOFT CORP	COM	$666K	1798	0.45%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$665K	1018	0.45%	SOLE
34	VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$631K	5066	0.43%	SOLE
35	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$595K	16789	0.41%	SOLE
36	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$595K	25159	0.41%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$591K	989	0.40%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$549K	6946	0.37%	SOLE
39	VANGUARD BD INDEX FDS	SHORT TRM BOND	$547K	6973	0.37%	SOLE
40	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$545K	11374	0.37%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$508K	16900	0.35%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$495K	13520	0.34%	SOLE
43	PROSHARES TR	PSHS ULTRA QQQ	$489K	8019	0.33%	SOLE
44	VANGUARD MUN BD FDS	TAX EXEMPT BD	$487K	9752	0.33%	SOLE
45	EXXON MOBIL CORP	COM	$449K	2645	0.31%	SOLE
46	VANGUARD WORLD FD	MEGA GRWTH IND	$413K	1125	0.28%	SOLE
47	CHEVRON CORPORATION	COM	$386K	1864	0.26%	SOLE
48	WISDOMTREE TR	US LARGECAP DIVD	$368K	4125	0.25%	SOLE
49	DUKE ENERGY CORP NEW	COM NEW	$352K	2691	0.24%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$346K	1608	0.24%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.