Bluespring Wealth Management, LLC holds a diversified book of 549 stocks worth $5.2B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares Core Dividend Growth and trimmed Motorola Solutions Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.1 points over this window.
Growth of $10,000 cloning Bluespring Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bluespring Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $575.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $495.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $171.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $157.4B |
| LPL Financial LLC | 80 / 80 | $104.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $104.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $88.1B |
| Cetera Investment Advisers | 80 / 80 | $26.2B |
Ranked by how many of Bluespring Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $242.0M | 836.2K | 4.7% | ▲+505% Added · +698K sh | |
| 2 | Ishares TR MSCI USA QLT FCT | $229.7M | 1.05M | 4.4% | ▲+34% Added · +267K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $218.1M | 291.2K | 4.2% | ▲36× Added · +283K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $130.9M | 4.73M | 2.5% | ▲+31% Added · +1.1M sh | |
| 5 | Alphabet Inc CAP STK CL A | $129.6M | 362.7K | 2.5% | ▲31× Added · +351K sh | |
| 6 | Ishares TR S&P 100 ETF | $110.3M | 301.5K | 2.1% | ▲+36% Added · +80K sh | |
| 7 | Wisdomtree TR US QTLY DIV GRT | $104.1M | 1.09M | 2.0% | ▲+52% Added · +372K sh | |
| 8 | Amazon Com Inc COM | $103.1M | 432.7K | 2.0% | ▲27× Added · +417K sh | |
| 9 | Ishares TR CORE DIV GRWTH | $100.6M | 1.33M | 1.9% | ▲New New position | |
| 10 | Pimco ETF TR MULTISECTOR BD | $96.5M | 3.64M | 1.9% | ▲New New position | |
| 11 | Ishares TR CORE MSCI EAFE | $75.7M | 784.3K | 1.5% | ▲New New position | |
| 12 | American Centy ETF TR AVANTIS EMGMKT | $75.7M | 784.9K | 1.5% | ▲New New position | |
| 13 | Schwab Strategic TR US BRD MKT ETF | $73.2M | 2.53M | 1.4% | ▲+40% Added · +725K sh | |
| 14 | SPDR Gold TR GOLD SHS | $72.6M | 197.2K | 1.4% | ▲57× Added · +194K sh | |
| 15 | Nvidia Corporation COM | $68.2M | 340.7K | 1.3% | ▲18× Added · +322K sh | |
| 16 | Ishares TR CORE S&P MCP ETF | $66.4M | 861.2K | 1.3% | ▲New New position | |
| 17 | World Gold TR SPDR GLD MINIS | $64.5M | 812.6K | 1.2% | ▲+106% Added · +418K sh | |
| 18 | Janus Detroit STR TR HENDRSN SHRT ETF | $64.4M | 1.32M | 1.2% | ▲New New position | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $61.7M | 82.6K | 1.2% | ▲+34% Added · +21K sh | |
| 20 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $61.4M | 1.31M | 1.2% | ▲+57% Added · +477K sh | |
| 21 | Microsoft Corp COM | $60.2M | 161.3K | 1.2% | ▲+688% Added · +141K sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $57.2M | 803.2K | 1.1% | ▲61× Added · +790K sh | |
| 23 | Eli Lilly & Co COM | $56.2M | 46.9K | 1.1% | ▲30× Added · +45K sh | |
| 24 | American Centy ETF TR US SML CP VALU | $54.2M | 434.8K | 1.0% | ▲+63% Added · +168K sh | |
| 25 | Vanguard BD Index FDS TOTAL BND MRKT | $54.0M | 736.2K | 1.0% | ▲+63% Added · +285K sh | |
| 26 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $53.0M | 2.70M | 1.0% | ▲+41% Added · +790K sh | |
| 27 | BlackRock ETF Trust ISHARES US EQUIT | $51.5M | 757.4K | 1.0% | ▲New New position | |
| 28 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $50.0M | 2.46M | 1.0% | ▲+44% Added · +755K sh | |
| 29 | Ishares TR CORE S&P SCP ETF | $46.9M | 316.1K | 0.9% | ▲124× Added · +314K sh | |
| 30 | Ishares TR US TRSPRTION | $46.8M | 539.2K | 0.9% | ▲New New position | |
| 31 | Wisdomtree TR US QUALITY GROW | $45.7M | 692.6K | 0.9% | ▲New New position | |
| 32 | Johnson & Johnson COM | $43.9M | 172.8K | 0.8% | ▲27× Added · +166K sh | |
| 33 | Ishares TR NATIONAL MUN ETF | $40.8M | 379.4K | 0.8% | ▲+39% Added · +107K sh | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $39.4M | 57.4K | 0.8% | ▲44× Added · +56K sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $38.1M | 76.2K | 0.7% | ▲+711% Added · +67K sh | |
| 36 | Select Sector SPDR TR ST STR CARE ETF | $37.0M | 233.5K | 0.7% | ▲121× Added · +232K sh | |
| 37 | Dimensional ETF Trust CORE FIXE IN ETF | $36.9M | 873.4K | 0.7% | ▲+38% Added · +242K sh | |
| 38 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $36.9M | 617.4K | 0.7% | ▲+31% Added · +146K sh | |
| 39 | Ishares Inc CORE MSCI EMKT | $35.9M | 433.3K | 0.7% | ▲New New position | |
| 40 | Coca Cola Co COM | $35.2M | 433.6K | 0.7% | ▲70× Added · +427K sh | |
| 41 | Wisdomtree TR FLOATNG RAT TREA | $33.8M | 671.1K | 0.6% | ▲New New position | |
| 42 | International Business Machs COM | $33.4M | 118.9K | 0.6% | ▲34× Added · +115K sh | |
| 43 | Invesco Exchange Traded FD T S&P500 QUALITY | $33.1M | 367.1K | 0.6% | ▲New New position | |
| 44 | Wisdomtree TR US MULTIFACTOR | $32.3M | 594.9K | 0.6% | ▲+32% Added · +143K sh | |
| 45 | Novo-Nordisk A S ADR | $32.1M | 669.9K | 0.6% | ▲New New position | |
| 46 | Ishares TR RUS 1000 GRW ETF | $32.0M | 257.8K | 0.6% | ▲75× Added · +254K sh | |
| 47 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $31.5M | 1.61M | 0.6% | ▲+7.3% Added · +109K sh | |
| 48 | Citigroup Inc COM NEW | $30.6M | 218.4K | 0.6% | ▲119× Added · +217K sh | |
| 49 | Lockheed Martin Corp COM | $30.3M | 59.6K | 0.6% | ▲67× Added · +59K sh | |
| 50 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $28.9M | 255.8K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1557485/holdings"
Use Arkolith to show Bluespring Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 549 | $5.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 344 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 315 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 296 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 300 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 285 | $981.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 284 | $974.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 293 | $996.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.