Wellspring Financial Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $996 Billion distributed in 181 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 $305B, Vanguard Whitehall Fds (Vangua with a value of $64B, Ishares Tr with a value of $63.6B, Vanguard Total Stock Market Et with a value of $59.1B, and Goldman Sachs Physical Gold ETF with a value of $53.9B.
Examining the 13F form we can see an increase of $97.1B in the current position value, from $899B to 996B.
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
$996 Billion
ETFs: $904 Billion
Technology: $34.2 Billion
Financial Services: $15.3 Billion
Consumer Cyclical: $10.9 Billion
Communication Services: $7.09 Billion
Healthcare: $6.61 Billion
Consumer Defensive: $4.98 Billion
Industrials: $2.31 Billion
Other: $4.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
