Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SpringVest Wealth Management LLC (CIK 2058986) reported $146.4M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($21.0M, 14.36%), DFCF ($11.3M, 7.72%), SPY ($10.9M, 7.44%), BRK/B ($10.4M, 7.08%), VUSB ($9.9M, 6.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $21.0M | 14.36% | 254,036 | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $11.3M | 7.72% | 267,651 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $10.9M | 7.44% | 16,744 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.4M | 7.08% | 21,637 | Trimmed |
| 5 | VUSB | VANGUARD BD INDEX FDS | $9.9M | 6.79% | 199,806 | Trimmed |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $8.6M | 5.85% | 219,683 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $8.6M | 5.85% | 108,093 | Trimmed |
| 8 | AEP | AMERICAN ELEC PWR CO INC | $6.6M | 4.50% | 50,287 | Trimmed |
| 9 | SCHV | SCHWAB STRATEGIC TR | $5.8M | 3.99% | 191,402 | Trimmed |
| 10 | DFSD | DIMENSIONAL ETF TRUST | $5.1M | 3.50% | 107,082 | Added |
| 11 | SHY | ISHARES TR | $3.0M | 2.03% | 36,029 | Added |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $2.9M | 1.98% | 64,347 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $2.8M | 1.95% | 6,622 | Added |
| 14 | SCHD | SCHWAB STRATEGIC TR | $2.5M | 1.74% | 82,803 | Trimmed |
| 15 | IVOO | VANGUARD ADMIRAL FDS INC | $2.5M | 1.73% | 22,123 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $2.2M | 1.54% | 89,541 | Added |
| 17 | VTIP | VANGUARD MALVERN FDS | $2.2M | 1.50% | 43,871 | Trimmed |
| 18 | IJH | ISHARES TR | $2.0M | 1.40% | 30,324 | Trimmed |
| 19 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $1.5M | 1.03% | 22,432 | Added |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $1.3M | 0.90% | 13,960 | New |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $1.2M | 0.80% | 16,542 | Added |
| 22 | AAPL | APPLE INC | $1.2M | 0.79% | 4,579 | Trimmed |
| 23 | DUSB | DIMENSIONAL ETF TRUST | $1.1M | 0.77% | 22,317 | Added |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $1.1M | 0.74% | 15,190 | Trimmed |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $1.1M | 0.73% | 31,641 | Added |
Source: SEC Form 13F filings · as of 2026-03-31