The Analysis of SpringVest Wealth Management LLC's Holdings
Currently, SpringVest Wealth Management LLC holds 65 types of securities in its portfolio with a total value $136.0M. In the most recent quarter, they have increased their positions in DFCF (+61.3K shares, valued at $2.6M), VCIT (+19.0K shares, valued at $1.6M), DFSD (+30.9K shares, valued at $1.5M); decreased their positions in BIL (-7.2K shares, valued at $659.2K), SHY (-7.8K shares, valued at $645.9K), BRK.B (-802 shares, valued at $403.2K); initiated new positions in DUSB (+21.6K shares, valued at $1.1M), COWZ (+4.8K shares, valued at $274.0K), ALAB (+1.4K shares, valued at $269.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS275.3K shares7.40%2025-09-302025-11-05
BRK.B BERKSHIRE HATHAWAY INC DEL23.2K shares-3.35%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR17.5K shares-1.40%2025-09-302025-11-05 VUSB VANGUARD BD INDEX FDS208.9K shares9.65%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS109.6K shares0.41%2025-09-302025-11-05 DFCF DIMENSIONAL ETF TRUST167.0K shares57.99%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST173.4K shares12.26%2025-09-302025-11-05 SCHV SCHWAB STRATEGIC TR190.8K shares-2.34%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC34.5K shares0.00%2025-09-302025-11-05 DFSD DIMENSIONAL ETF TRUST78.8K shares64.53%2025-09-302025-11-05 DFAU DIMENSIONAL ETF TRUST70.3K shares-3.41%2025-09-302025-11-05 VTIP VANGUARD MALVERN FDS58.2K shares5.70%2025-09-302025-11-05 IVOO VANGUARD ADMIRAL FDS INC22.3K shares-0.88%2025-09-302025-11-05 GLD SPDR GOLD TR6.9K shares9.40%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR85.2K shares3.53%2025-09-302025-11-05 IJH ISHARES TR32.6K shares-0.79%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR60.2K shares26.70%2025-09-302025-11-05 SHY ISHARES TR18.7K shares-29.43%2025-09-302025-11-05 JHMM JOHN HANCOCK EXCHANGE TRADED22.4K shares4.57%2025-09-302025-11-05 AAPL APPLE INC4.6K shares-3.98%2025-09-302025-11-05 DUSB DIMENSIONAL ETF TRUST21.6K sharesnew addition2025-09-302025-11-05 IWF ISHARES TR2.2K shares0.14%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST14.4K shares-0.22%2025-09-302025-11-05 DUHP DIMENSIONAL ETF TRUST25.1K shares0.62%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR27.1K shares0.00%2025-09-302025-11-05 NVDA NVIDIA CORPORATION4.6K shares-0.63%2025-09-302025-11-05 IVV ISHARES TR1.3K shares0.00%2025-09-302025-11-05 SPSB SPDR SERIES TRUST23.9K shares-0.15%2025-09-302025-11-05 VTV VANGUARD INDEX FDS3.8K shares21.24%2025-09-302025-11-05 VO VANGUARD INDEX FDS2.3K shares4.04%2025-09-302025-11-05 DFAR DIMENSIONAL ETF TRUST26.8K shares31.44%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS7.9K shares-4.64%2025-09-302025-11-05 VIOG VANGUARD ADMIRAL FDS INC5.1K shares0.00%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST19.2K shares-2.95%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST8.2K shares20.65%2025-09-302025-11-05 PHYS SPROTT ASSET MANAGEMENT LP19.4K shares0.00%2025-09-302025-11-05 DLN WISDOMTREE TR6.6K shares0.00%2025-09-302025-11-05 SPTM SPDR SERIES TRUST6.9K shares0.00%2025-09-302025-11-05 MSFT MICROSOFT CORP1.1K shares0.09%2025-09-302025-11-05 QLD PROSHARES TR4.0K shares0.12%2025-09-302025-11-05 DFNM DIMENSIONAL ETF TRUST11.4K shares0.00%2025-09-302025-11-05 VOO VANGUARD INDEX FDS854 shares0.47%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS9.8K shares-7.59%2025-09-302025-11-05 BIL SPDR SERIES TRUST5.0K shares-59.09%2025-09-302025-11-05 MGK VANGUARD WORLD FD1.1K shares0.00%2025-09-302025-11-05 CWI SPDR INDEX SHS FDS11.7K shares-35.17%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW2.7K shares-0.56%2025-09-302025-11-05 MGMT UNIFIED SER TR7.0K shares0.72%2025-09-302025-11-05 SSO PROSHARES TR2.7K shares0.37%2025-09-302025-11-05 CVX CHEVRON CORP NEW1.8K shares0.11%2025-09-302025-11-05 VGK VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2025-09-302025-11-05 COWZ PACER FDS TR4.8K sharesnew addition2025-09-302025-11-05 AMZN AMAZON COM INC1.2K shares-1.29%2025-09-302025-11-05 ALAB ASTERA LABS INC1.4K sharesnew addition2025-09-302025-11-05 VTI VANGUARD INDEX FDS814 sharesnew addition2025-09-302025-11-05 TLT ISHARES TR2.9K shares-16.23%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC1.6K shares-4.44%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST6.1K shares0.00%2025-09-302025-11-05 COP CONOCOPHILLIPS2.3K shares0.04%2025-09-302025-11-05 GOOG ALPHABET INC898 sharesnew addition2025-09-302025-11-05 EMR EMERSON ELEC CO1.6K shares0.00%2025-09-302025-11-05 OAKM HARRIS OAKMARK ETF TRUST7.8K sharesnew addition2025-09-302025-11-05 WINN HARBOR ETF TRUST6.5K shares-56.61%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available