Spring Vest Wealth Management LLC Portfolio Holdings

Spring Vest Wealth Management LLC

  • $144 Billion
  • Q4 2025

Spring Vest Wealth Management LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $21B, Spdr S&P 500 ETF Trust with a value of $11.6B, Berkshire Hathaway Inc Class B with a value of $11.1B, Vanguard Bd Index Fds with a value of $10.2B, and Dimensional ETF Tr Core Fxd In with a value of $9.89B.

Examining the 13F form we can see an increase of $7.51B in the current position value, from $136B to 144B.

Spring Vest Wealth Management LLC is based out at Dallas, TX

Below you can find more details about Spring Vest Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $109 Billion
Financial Services: $12.2 Billion
Utilities: $6.22 Billion
Technology: $2.85 Billion
Energy: $707 Million
Consumer Cyclical: $297 Million
Communication Services: $285 Million
Consumer Defensive: $237 Million
Other: $213 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21 Billion 14.62% of portfolio
250,501
Q4 2025 Reduced 9.0%
$0
$11.6 Billion 8.1% of portfolio
17,053
Q4 2025 Reduced 2.32%
$662B
$11.1 Billion 7.77% of portfolio
22,179
Q4 2025 Reduced 4.29%
-
$10.2 Billion 7.08% of portfolio
-
Q4 2025 Reduced 2.48%
$0
$9.89 Billion 6.89% of portfolio
232,460
Q4 2025 Added 39.22%
$0
$8.67 Billion 6.04% of portfolio
108,719
Q4 2025 Reduced 0.77%
$0
$7.98 Billion 5.56% of portfolio
209,489
Q4 2025 Added 20.85%
$62.3B
$5.9 Billion 4.11% of portfolio
51,177
Q4 2025 Added 48.43%
$0
$5.68 Billion 3.96% of portfolio
191,684
Q4 2025 Added 0.49%
$0
$3.83 Billion 2.67% of portfolio
79,803
Q4 2025 Added 1.3%
$0
$3.29 Billion 2.29% of portfolio
70,211
Q4 2025 Reduced 0.08%
$0
$2.89 Billion 2.02% of portfolio
34,939
Q4 2025 Added 87.18%
$130B
$2.61 Billion 1.82% of portfolio
6,596
Q4 2025 Reduced 4.25%
$0
$2.48 Billion 1.73% of portfolio
22,211
Q4 2025 Reduced 0.21%
$0
$2.35 Billion 1.64% of portfolio
47,563
Q4 2025 Reduced 18.32%
$0
$2.34 Billion 1.63% of portfolio
85,282
Q4 2025 Added 0.05%
$0
$2.09 Billion 1.46% of portfolio
31,667
Q4 2025 Reduced 2.81%
$0
$1.4 Billion 0.98% of portfolio
21,438
Q4 2025 Reduced 4.11%
$4.3T
$1.26 Billion 0.88% of portfolio
4,627
Q4 2025 Added 0.37%
$0
$1.08 Billion 0.75% of portfolio
15,475
Q4 2025 Added 7.44%
$0
$1.03 Billion 0.72% of portfolio
27,151
Q4 2025 Added 8.33%
$0
$1.02 Billion 0.71% of portfolio
2,150
Q4 2025 Reduced 0.69%
Dimensional ETF Trust
-
$972 Million 0.68% of portfolio
-
Q4 2025 Reduced 11.0%
$0
$944 Million 0.66% of portfolio
28,991
Q4 2025 Added 51.18%
$0
$929 Million 0.65% of portfolio
12,519
Q4 2025 Added 52.75%
$0
$885 Million 0.62% of portfolio
27,121
Q2 2025 Reduced 8.13%
$465B
$851 Million 0.59% of portfolio
4,563
Q4 2025 Added 0.02%
$0
$803 Million 0.56% of portfolio
1,172
Q4 2025 Reduced 7.21%
$0
$742 Million 0.52% of portfolio
3,885
Q4 2025 Added 1.28%
$0
$667 Million 0.46% of portfolio
2,297
Q4 2025 Added 1.32%
$0
$614 Million 0.43% of portfolio
5,066
Q2 2025 Reduced 23.4%
$0
$588 Million 0.41% of portfolio
937
Q4 2025 Added 9.72%
$0
$585 Million 0.41% of portfolio
16,287
Q4 2025 Added 39.17%
$0
$573 Million 0.4% of portfolio
6,946
Q2 2025 Added 0.06%
$0
$565 Million 0.39% of portfolio
8,019
Q4 2025 Added 100.07%
$0
$558 Million 0.39% of portfolio
16,889
Q4 2025 Reduced 12.82%
$0
$550 Million 0.38% of portfolio
6,975
Q4 2025 Reduced 11.17%
$0
$548 Million 0.38% of portfolio
11,374
Q4 2024 New
$0
$544 Million 0.38% of portfolio
23,738
Q4 2025 Reduced 11.44%
$3.78T
$534 Million 0.37% of portfolio
1,104
Q4 2025 Added 2.13%
$0
$490 Million 0.34% of portfolio
9,752
Q3 2025 Reduced 7.59%
$0
$464 Million 0.32% of portfolio
1,125
Q4 2024 New
$0
$463 Million 0.32% of portfolio
15,347
Q4 2025 Reduced 35.88%
$0
$382 Million 0.27% of portfolio
4,178
Q4 2025 Reduced 16.02%
$0
$369 Million 0.26% of portfolio
4,191
Q4 2025 Reduced 36.03%
$0
$350 Million 0.24% of portfolio
1,593
Q4 2025 Reduced 0.44%
$0
$323 Million 0.22% of portfolio
7,283
Q4 2025 Added 3.91%
$0
$315 Million 0.22% of portfolio
5,436
Q4 2025 Added 100.37%
$96.4B
$314 Million 0.22% of portfolio
2,681
Q4 2025 Added 0.26%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $144 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Spring Vest Wealth Management LLC Portfolio

Follow Spring Vest Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spring Vest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spring Vest Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email