TraderTrends

Manager Profile

SpringVest Wealth Management LLC

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

DALLAS, TX

Portfolio Value

$159M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD SCOTTSDALE FDS

Latest disclosed holding

Top 4

92206C870 78462F103 25434V872 084670702 25434V203

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

No sector classification available yet for this manager.

Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD SCOTTSDALE FDS

Shares: 251.4K

20.8M

Position Value
2
STATE STR SPDR S&P 500 ETF T

Shares: 17.3K

12.9M

Position Value
3
DIMENSIONAL ETF TRUST

Shares: 262K

11.1M

Position Value
4
BERKSHIRE HATHAWAY INC DEL

Shares: 21.6K

10.8M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 223.6K

9.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID