SpringVest Wealth Management LLC holds a focused book of 74 reported positions worth $159.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Astera Labs Inc and trimmed Vanguard Int-Term Corporate. Their largest long position is Vanguard Int-Term Corporate at 13% of the reported non-option book.
SpringVest Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as SpringVest Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 74 | $4.4B |
| Pandowealth. LLC | 9 / 74 | $114.5M |
| Swiss Re Ltd | 10 / 74 | $1.0B |
| Uhlmann Price Securities, LLC | 21 / 74 | $2.4B |
| Hoffman, Alan N Investment Management | 7 / 74 | $145.4M |
| Prudent Man Investment Management, Inc. | 31 / 74 | $249.6M |
| Daniel Investment Group, Inc. | 11 / 74 | $126.4M |
| RAM Investment Partners, LLC | 25 / 74 | $462.7M |
Ranked by the share of each fund's own book sitting in the names it shares with SpringVest Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INT-TERM CORP | $20.8M | 251.4K | 13.1% | ▼−1.0% Reduced · −3K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $12.9M | 17.3K | 8.1% | ▲+3.2% Added · +535 sh | |
| 3 | Dimensional ETF Trust CORE FIXE IN ETF | $11.1M | 262.0K | 7.0% | ▼−2.1% Reduced · −6K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $10.8M | 21.6K | 6.8% | ▼−0.2% Reduced · −35 sh | |
| 5 | Dimensional ETF Trust INTL CORE EQT MK | $9.2M | 223.6K | 5.8% | ▲+1.8% Added · +4K sh | |
| 6 | Vanguard BD Index FDS VANGUARD ULTRA | $8.9M | 178.1K | 5.6% | ▼−11% Reduced · −22K sh | |
| 7 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $8.5M | 107.9K | 5.4% | ▼−0.2% Reduced · −233 sh | |
| 8 | American Elec PWR Co Inc COM | $6.8M | 49.7K | 4.3% | ▼−1.2% Reduced · −600 sh | |
| 9 | Schwab Strategic TR US LCAP VA ETF | $6.7M | 192.3K | 4.2% | ▲+0.5% Added · +924 sh | |
| 10 | Dimensional ETF Trust SHOR DUR FIX ETF | $6.0M | 125.9K | 3.8% | ▲+18% Added · +19K sh | |
| 11 | Dimensional ETF Trust US CORE EQT MKT | $3.5M | 66.9K | 2.2% | ▲+3.9% Added · +3K sh | |
| 12 | Schwab Strategic TR US DIVIDEND EQ | $2.8M | 86.8K | 1.7% | ▲+4.8% Added · +4K sh | |
| 13 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $2.7M | 20.9K | 1.7% | ▼−5.4% Reduced · −1K sh | |
| 14 | Ishares TR 1 3 YR TREAS BD | $2.7M | 33.1K | 1.7% | ▼−8.2% Reduced · −3K sh | |
| 15 | Schwab Strategic TR US BRD MKT ETF | $2.6M | 89.5K | 1.6% | ▼~0% Reduced · −6 sh | |
| 16 | Vanguard Malvern FDS STRM INFPROIDX | $2.5M | 50.1K | 1.6% | ▲+14% Added · +6K sh | |
| 17 | Dimensional ETF Trust ULTR FIX INC ETF | $2.5M | 49.0K | 1.6% | ▲+119% Added · +27K sh | |
| 18 | SPDR Gold TR GOLD SHS | $2.4M | 6.6K | 1.5% | ▲+0.4% Added · +24 sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $2.2M | 28.5K | 1.4% | ▼−6.1% Reduced · −2K sh | |
| 20 | John Hancock Exchange Traded MULTIFACTOR MI | $1.8M | 23.6K | 1.1% | ▲+5.0% Added · +1K sh | |
| 21 | Dimensional ETF Trust US EQUI MARK ETF | $1.6M | 20.1K | 1.0% | ▲+21% Added · +4K sh | |
| 22 | Vanguard Whitehall FDS INTL HIGH ETF | $1.4M | 14.0K | 0.9% | ▲+0.1% Added · +9 sh | |
| 23 | Apple Inc COM | $1.3M | 4.6K | 0.8% | ▲+0.3% Added · +16 sh | |
| 24 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.3M | 31.7K | 0.8% | ▲+0.1% Added · +50 sh | |
| 25 | Dimensional ETF Trust US SMALL CAP ETF | $1.2M | 15.0K | 0.8% | ▼−1.0% Reduced · −156 sh | |
| 26 | Ishares TR RUS 1000 GRW ETF | $1.1M | 9.1K | 0.7% | ▲+298% Added · +7K sh | |
| 27 | Dimensional ETF Trust US HIGH PROF ETF | $1.1M | 26.7K | 0.7% | ▲+1.0% Added · +273 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $995K | 1.3K | 0.6% | ▲+31% Added · +311 sh | |
| 29 | Nvidia Corporation COM | $983K | 4.9K | 0.6% | ▼−1.8% Reduced · −92 sh | |
| 30 | Schwab Strategic TR US LCAP GR ETF | $918K | 27.1K | 0.6% | —Held | |
| 31 | Vanguard Index FDS MID CAP ETF | $858K | 10.6K | 0.5% | ▲+319% Added · +8K sh | |
| 32 | Vanguard Index FDS VALUE ETF | $850K | 3.9K | 0.5% | ▲+0.4% Added · +15 sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $782K | 1.1K | 0.5% | ▲+15% Added · +150 sh | |
| 34 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $777K | 5.1K | 0.5% | —Held | |
| 35 | Proshares TR PSHS ULTRA QQQ | $776K | 8.0K | 0.5% | —Held | |
| 36 | Astera Labs Inc COM | $697K | 1.4K | 0.4% | ▲New New position | |
| 37 | Microsoft Corp COM | $668K | 1.8K | 0.4% | ▼−0.3% Reduced · −6 sh | |
| 38 | Dimensional ETF Trust US REAL ESTA ETF | $664K | 25.4K | 0.4% | ▲+0.9% Added · +223 sh | |
| 39 | Dimensional ETF Trust NATL MUN BD ETF | $650K | 13.5K | 0.4% | ▲+18% Added · +2K sh | |
| 40 | SPDR Series Trust ST STR PR SP1500 | $630K | 6.9K | 0.4% | ▼−0.2% Reduced · −12 sh | |
| 41 | Harbor ETF Trust LONG TERM GROWER | $605K | 18.6K | 0.4% | ▲+80% Added · +8K sh | |
| 42 | Vanguard BD Index FDS SHORT TRM BOND | $548K | 7.0K | 0.3% | ▲+0.9% Added · +63 sh | |
| 43 | SPDR Index SHS FDS ST STR ACWI ETF | $544K | 13.4K | 0.3% | ▼−1.0% Reduced · −136 sh | |
| 44 | Vanguard Mun BD FDS TAX EXEMPT BD | $535K | 10.6K | 0.3% | ▲+8.5% Added · +833 sh | |
| 45 | Sprott Asset Management LP PHYSICAL GOLD TR | $507K | 16.8K | 0.3% | ▲+0.1% Added · +25 sh | |
| 46 | Vanguard World FD MEGA GRWTH IND | $494K | 5.6K | 0.3% | ▲+400% Added · +5K sh | |
| 47 | Unified Ser TR BALLAST SMLMD CP | $463K | 9.1K | 0.3% | ▲+24% Added · +2K sh | |
| 48 | SPDR Series Trust ST SHOR CORP ETF | $461K | 15.4K | 0.3% | ▼−9.1% Reduced · −2K sh | |
| 49 | Fidelity Covington Trust ENHANCED LARGE | $460K | 11.5K | 0.3% | ▲New New position | |
| 50 | Fidelity Covington Trust MSCI INFO TECH I | $457K | 1.6K | 0.3% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.