Spring Vest Wealth Management LLC Incresed Positions in Q4 2025

Spring Vest Wealth Management LLC

  • $144 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
65.5K
+ 39.22%
$42.71 - $43.27 $2.8M - $2.83M
232K $9.89B
AEP
American Electric Power CO Inc

Utilities
16.7K
+ 48.43%
$112.75 - $122.73 $1.88M - $2.05M
51.2K $5.9B
DFAI
Dimensional ETF Tr

ETFs
36.1K
+ 20.85%
$35.82 - $37.52 $1.29M - $1.36M
209K $7.98B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
16.3K
+ 87.18%
$82.69 - $83.12 $1.35M - $1.35M
34.9K $2.89B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.3K
+ 42.04%
$25.2 - $26.46 $638K - $670K
85.6K $2.24B
DFAE
Dimensional ETF Tr

ETFs
9.81K
+ 51.18%
$30.74 - $33.05 $302K - $324K
29K $944M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.32K
+ 52.75%
$71.0 - $74.64 $307K - $323K
12.5K $929M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.58K
+ 39.17%
$34.39 - $36.1 $158K - $165K
16.3K $585M
SCHV
Schwab Strategic Tr Us Large C

ETFs
933
+ 0.49%
$28.46 - $29.45 $26.6K - $27.5K
192K $5.68B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.07K
+ 7.44%
$66.04 - $69.67 $70.8K - $74.7K
15.5K $1.08B
AAPL
Apple Inc.

Technology
17
+ 0.37%
$245.27 - $275.25 $4.17K - $4.68K
4.63K $1.26B
GOOG
Alphabet Inc.

Communication Services
9
+ 1.0%
$237.49 - $291.74 $2.14K - $2.63K
907 $285M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 9.72%
$600.51 - $631.95 $49.8K - $52.5K
937 $588M
VEU
Vanguard Ftse All World Ex Us

ETFs
487
+ 14.46%
$70.2 - $73.89 $34.2K - $36K
3.86K $284M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1.05K
+ 16.11%
N/A
7.55K $235M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.02K
+ 1.3%
$48.17 - $48.5 $49.3K - $49.6K
79.8K $3.83B
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 4.64%
$213.04 - $254.0 $12.1K - $14.5K
1.29K $297M
VTV
Vanguard Value ETF

ETFs
49
+ 1.28%
$182.87 - $189.72 $8.96K - $9.3K
3.89K $742M
QLD
Proshares Ultra Qqq

ETFs
4.01K
+ 100.07%
$131.81 - $152.77 $529K - $613K
8.02K $565M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
274
+ 3.91%
$42.3 - $44.24 $11.6K - $12.1K
7.28K $323M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45
+ 0.05%
$26.44 - $27.53 $1.19K - $1.24K
85.3K $2.34B
SSO
Proshares Ultra S&P 500

ETFs
2.72K
+ 100.37%
$107.49 - $118.65 $293K - $323K
5.44K $315M
EMR
Emerson Electric CO

Industrials
2
+ 0.13%
$126.01 - $140.03 $252 - $280
1.6K $213M
VO
Vanguard Mid Cap ETF

ETFs
30
+ 1.32%
$286.27 - $296.23 $8.59K - $8.89K
2.3K $667M
NVDA
Nvidia Corp

Technology
1
+ 0.02%
$179.83 - $207.04 $180 - $207
4.56K $851M
COP
Conocophillips

Energy
4
+ 0.17%
$85.66 - $95.46 $343 - $382
2.34K $219M
CVX
Chevron Corp

Energy
4
+ 0.22%
$148.9 - $157.72 $596 - $631
1.82K $277M
DUK
Duke Energy Corp

Utilities
7
+ 0.26%
$121.57 - $129.03 $851 - $903
2.68K $314M
MSFT
Microsoft Corp

Technology
23
+ 2.13%
$496.82 - $542.07 $11.4K - $12.5K
1.1K $534M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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