Wellspring Financial Advisors, LLC - Portfolio overview

Wellspring Financial Advisors, LLC has 301 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES S&P 500 INDEX, 19.73%
2. AAAU - GOLDMAN SACHS PHYSICAL GOLD ETF, 7.12%
3. IEFA - ISHARES CORE MSCI EAFE ETF, 6.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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