SpringVest Wealth Management LLC - Portfolio overview

SpringVest Wealth Management LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 14.31%
2. DFCF - DIMENSIONAL ETF TRUST, 7.69%
3. SPY - STATE STR SPDR S&P 500 ETF T, 7.41%

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

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