Spring Vest Wealth Management LLC Portfolio Holdings

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025

Spring Vest Wealth Management LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $21.3B, Berkshire Hathaway Inc Class B with a value of $11.6B, Spdr S&P 500 ETF Trust with a value of $11B, Vanguard Bd Index Fds with a value of $9.5B, and Vanguard Sht Term Corp Bd ETF with a value of $8.67B.

Examining the 13F form we can see an increase of $2.89B in the current position value, from $121B to 123B.

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 $123 Billion
ETFs: $94.2 Billion
Financial Services: $12.1 Billion
Utilities: $3.89 Billion
Technology: $2.25 Billion
Energy: $758 Million
Consumer Defensive: $298 Million
Consumer Cyclical: $273 Million
Industrials: $213 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.6B
$3.58 Billion 2.9% of portfolio
34,478
Q2 2025 Added 0.01%
$93B
$317 Million 0.26% of portfolio
2,689
Q2 2025 Reduced 7.72%
$53.5B
$289 Million 0.23% of portfolio
15,917
Q2 2025 New
$118B
$210 Million 0.17% of portfolio
2,336
Q2 2025 Added 0.09%
$85.3B
$213 Million 0.17% of portfolio
1,600
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $123 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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