Wellspring Financial Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $838 Billion distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $226B, Ishares Trishares 0 3 Mnth Tre with a value of $59.8B, Vanguard Total Stock Market Et with a value of $56.6B, Vanguard Whitehall Fds (Vangua with a value of $45.7B, and Ishares Tr with a value of $42.1B.
Examining the 13F form we can see an increase of $103B in the current position value, from $735B to 838B.
Wellspring Financial Advisors, LLC is based out at Cleveland, OH
Below you can find more details about Wellspring Financial Advisors, LLC portfolio as well as his latest detailed transactions.
