SpringVest Wealth Management LLC holds a focused book of 74 stocks worth $159.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +8% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2058986/holdings"
Use Arkolith to show SpringVest Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning SpringVest Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: 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
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 SpringVest Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 76 / 74 | $388.1B |
| OSAIC HOLDINGS, INC. | 76 / 74 | $16.2B |
| LPL Financial LLC | 75 / 74 | $72.0B |
| JPMORGAN CHASE & CO | 74 / 74 | $372.5B |
| ROYAL BANK OF CANADA | 74 / 74 | $111.1B |
| ENVESTNET ASSET MANAGEMENT INC | 74 / 74 | $78.8B |
| HighTower Advisors, LLC | 74 / 74 | $24.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 74 / 74 | $17.8B |
Ranked by how many of SpringVest Wealth Management LLC's top 74 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 | 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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.