Wellspring Financial Advisors, LLC - Portfolio Stock Holdings
Wellspring Financial Advisors, LLC disclosed 312 stock positions in a recent SEC 13F filing. $11,046,664,543 of stock holdings were filed, with the largest holdings including IVV, VTI, and QQQ. This filing represented positions held on June 30, 2026, and was filed on July 20, 2026.We estimate the fund has a total AUM of $5,055,010,974 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
312Est. Stock Holding Value:
$11,046,664,543Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wellspring Financial Advisors, LLC
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Stock
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% of Portfolio
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