Wellspring Financial Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $735 Billion distributed in 151 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 $206B, Vanguard Total Stock Market Et with a value of $54.1B, Vanguard Whitehall Fds (Vangua with a value of $41.2B, Ishares Tr with a value of $38.2B, and Goldman Sachs Physical Gold ETF with a value of $32.2B.
Examining the 13F form we can see an increase of $102B in the current position value, from $633B to 735B.
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.