Wellspring Financial Advisors, LLC — 13F holdings

Wellspring Financial Advisors, LLC reported 288 holdings worth $1.52B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. IVV ISHARES TR — $347M (22.9%)
  2. IEFA ISHARES TR — $100.0M (6.6%)
  3. AAAU GOLDMAN SACHS PHYSICAL GOLD — $88.1M (5.8%)
  4. VYM VANGUARD WHITEHALL FDS — $71.5M (4.7%)
  5. SOXX ISHARES TR — $70.0M (4.6%)
  6. VTI VANGUARD INDEX FDS — $62.2M (4.1%)
  7. AAPL APPLE INC — $51.5M (3.4%)
  8. VGSH VANGUARD SCOTTSDALE FDS — $50.3M (3.3%)
  9. IEMG ISHARES INC — $46.4M (3.1%)
  10. XLK SELECT SECTOR SPDR TR — $45.2M (3.0%)