SpringVest Wealth Management LLC — 13F holdings

SpringVest Wealth Management LLC reported 74 holdings worth $159M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

  1. VCIT VANGUARD SCOTTSDALE FDS — $20.8M (13.1%)
  2. SPY SPDR S&P 500 ETF TR — $12.9M (8.1%)
  3. DFCF DIMENSIONAL ETF TRUST — $11.1M (7.0%)
  4. BRK.B BERKSHIRE HATHAWAY INC DEL — $10.8M (6.8%)
  5. DFAI DIMENSIONAL ETF TRUST — $9.23M (5.8%)
  6. VUSB VANGUARD BD INDEX FDS — $8.87M (5.6%)
  7. VCSH VANGUARD SCOTTSDALE FDS — $8.52M (5.4%)
  8. AEP AMERICAN ELEC PWR CO INC — $6.80M (4.3%)
  9. SCHV SCHWAB STRATEGIC TR — $6.69M (4.2%)
  10. DFSD DIMENSIONAL ETF TRUST — $6.01M (3.8%)