Spring Vest Wealth Management LLC Portfolio Holdings

Spring Vest Wealth Management LLC

  • $136 Billion
  • Q3 2025

Spring Vest Wealth Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $23.2B, Berkshire Hathaway Inc Class B with a value of $11.6B, Spdr S&P 500 ETF Trust with a value of $11.6B, Vanguard Bd Index Fds with a value of $10.4B, and Vanguard Sht Term Corp Bd ETF with a value of $8.76B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $123B to 136B.

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 $136 Billion
ETFs: $104 Billion
Financial Services: $12.2 Billion
Utilities: $4.21 Billion
Technology: $2.59 Billion
Energy: $503 Million
Consumer Cyclical: $270 Million
Consumer Defensive: $251 Million
Communication Services: $219 Million
Other: $210 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.2 Billion 17.03% of portfolio
275,275
Q3 2025 Added 7.4%
$635B
$11.6 Billion 8.57% of portfolio
23,173
Q3 2025 Reduced 3.35%
$0
$11.6 Billion 8.55% of portfolio
17,458
Q3 2025 Reduced 1.4%
-
$10.4 Billion 7.68% of portfolio
-
Q3 2025 Added 9.65%
$0
$8.76 Billion 6.44% of portfolio
109,568
Q3 2025 Added 0.41%
$0
$7.14 Billion 5.25% of portfolio
166,972
Q3 2025 Added 57.99%
$0
$6.3 Billion 4.63% of portfolio
173,353
Q3 2025 Added 12.26%
$0
$5.55 Billion 4.08% of portfolio
190,751
Q3 2025 Reduced 2.34%
$61.8B
$3.88 Billion 2.85% of portfolio
34,479
Q3 2025 Added 0.0%
$0
$3.8 Billion 2.79% of portfolio
78,780
Q3 2025 Added 64.53%
$0
$3.22 Billion 2.36% of portfolio
70,269
Q3 2025 Reduced 3.41%
$0
$2.95 Billion 2.17% of portfolio
58,234
Q3 2025 Added 5.7%
$0
$2.46 Billion 1.81% of portfolio
22,257
Q3 2025 Reduced 0.88%
$125B
$2.45 Billion 1.8% of portfolio
6,889
Q3 2025 Added 9.4%
$0
$2.33 Billion 1.71% of portfolio
85,237
Q3 2025 Added 3.53%
$0
$2.13 Billion 1.56% of portfolio
32,582
Q3 2025 Reduced 0.79%
$0
$1.55 Billion 1.14% of portfolio
18,666
Q3 2025 Reduced 29.43%
$0
$1.45 Billion 1.06% of portfolio
22,357
Q3 2025 Added 4.57%
$4.34T
$1.17 Billion 0.86% of portfolio
4,610
Q3 2025 Reduced 3.98%
Dimensional ETF Trust
-
$1.09 Billion 0.8% of portfolio
-
Q3 2025 New
$0
$1.01 Billion 0.75% of portfolio
2,165
Q3 2025 Added 0.14%
$0
$986 Million 0.73% of portfolio
14,403
Q3 2025 Reduced 0.22%
$0
$947 Million 0.7% of portfolio
25,063
Q3 2025 Added 0.62%
$0
$865 Million 0.64% of portfolio
27,121
Q2 2025 Reduced 8.13%
$495B
$851 Million 0.63% of portfolio
4,562
Q3 2025 Reduced 0.63%
$0
$845 Million 0.62% of portfolio
1,263
Q2 2025 Reduced 0.39%
$0
$715 Million 0.53% of portfolio
3,836
Q3 2025 Added 21.24%
$0
$725 Million 0.53% of portfolio
23,935
Q3 2025 Reduced 0.15%
$0
$666 Million 0.49% of portfolio
2,267
Q3 2025 Added 4.04%
$0
$639 Million 0.47% of portfolio
26,803
Q3 2025 Added 31.44%
$0
$620 Million 0.46% of portfolio
7,852
Q3 2025 Reduced 4.64%
$0
$617 Million 0.45% of portfolio
5,066
Q2 2025 Reduced 23.4%
$0
$605 Million 0.44% of portfolio
19,177
Q3 2025 Reduced 2.95%
$0
$594 Million 0.44% of portfolio
8,196
Q3 2025 Added 20.65%
$0
$574 Million 0.42% of portfolio
19,373
Q2 2025 Added 0.07%
$0
$570 Million 0.42% of portfolio
6,551
Q4 2024 New
$3.83T
$560 Million 0.41% of portfolio
1,081
Q3 2025 Added 0.09%
$0
$560 Million 0.41% of portfolio
6,946
Q2 2025 Added 0.06%
$0
$550 Million 0.4% of portfolio
4,008
Q3 2025 Added 0.12%
$0
$546 Million 0.4% of portfolio
11,374
Q4 2024 New
$0
$523 Million 0.38% of portfolio
854
Q3 2025 Added 0.47%
$0
$488 Million 0.36% of portfolio
9,752
Q3 2025 Reduced 7.59%
$0
$456 Million 0.34% of portfolio
4,975
Q3 2025 Reduced 59.09%
$0
$453 Million 0.33% of portfolio
1,125
Q4 2024 New
$0
$409 Million 0.3% of portfolio
11,703
Q3 2025 Reduced 35.17%
$0
$345 Million 0.25% of portfolio
1,600
Q4 2024 New
$95.3B
$331 Million 0.24% of portfolio
2,674
Q3 2025 Reduced 0.56%
$0
$309 Million 0.23% of portfolio
7,009
Q3 2025 Added 0.72%
$0
$304 Million 0.22% of portfolio
2,713
Q3 2025 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $136 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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