SpringVest Wealth Management LLC - Portfolio Stock Holdings
SpringVest Wealth Management LLC disclosed 82 stock positions in a recent SEC 13F filing. $163,852,511 of stock holdings were filed, with the largest holdings including VCIT, SPY, and DFCF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $236,555,572 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
82Est. Stock Holding Value:
$163,852,511Top Stock Holdings By Sector
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Portfolio Stock Holdings - SpringVest Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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