Wellspring Financial Advisors, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $633 Billion distributed in 142 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 $154B, Vanguard Total Stock Market Et with a value of $51.6B, Vanguard Whitehall Fds (Vangua with a value of $40.9B, Ishares Tr with a value of $31.6B, and Goldman Sachs Physical Gold ETF with a value of $27.3B.
Examining the 13F form we can see an increase of $231B in the current position value, from $402B to 633B.
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.