Wellspring Financial Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $899 Billion distributed in 139 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 $271B, Vanguard Whitehall Fds (Vangua with a value of $61.2B, Ishares Tr with a value of $55.9B, Vanguard Total Stock Market Et with a value of $53.3B, and Goldman Sachs Physical Gold ETF with a value of $53.1B.
Examining the 13F form we can see an decrease of $58.3B in the current position value, from $957B to 899B.
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.
Portfolio value
$899 Billion
ETFs: $829 Billion
Technology: $26.6 Billion
Financial Services: $12 Billion
Consumer Cyclical: $8.35 Billion
Healthcare: $6.73 Billion
Communication Services: $5.16 Billion
Consumer Defensive: $4.22 Billion
Energy: $1.84 Billion
Other: $3.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
