Springvest Wealth Management LLC Top Holdings and 13F Report (2025) About Springvest Wealth Management LLCInvestment ActivitySpringvest Wealth Management LLC has $123.50 million in total holdings as of June 30, 2025.Springvest Wealth Management LLC owns shares of 61 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.43% of the portfolio was purchased this quarter.About 4.48% of the portfolio was sold this quarter.This quarter, Springvest Wealth Management LLC has purchased 56 new stocks and bought additional shares in 26 stocks.Springvest Wealth Management LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $21,253,827Berkshire Hathaway $11,646,254SPDR S&P 500 ETF Trust $10,969,953Vanguard Ultra-Short Bond ETF $9,499,849Vanguard Short-Term Corporate Bond ETF $8,674,824 Largest New Holdings this Quarter 25434V401 - Dimensional U.S. Equity ETF $455,267 Holding41151J406 - HARBOR ETF TRUST $436,526 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $343,190 Holding29273V100 - Energy Transfer $288,582 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $217,477 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 16,364 shares (about $785.64K)Dimensional International Core Equity Market ETF 17,731 shares (about $612.96K)iShares 1-3 Year Treasury Bond ETF 6,278 shares (about $520.20K)Dimensional U.S. Equity ETF 6,793 shares (about $455.27K)HARBOR ETF TRUST 14,988 shares (about $436.53K) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 12,684 shares (about $1.05M)Dimensional US Core Equity Market ETF 22,051 shares (about $934.08K)iShares 20+ Year Treasury Bond ETF 7,015 shares (about $619.07K)SPDR MSCI ACWI ex-US ETF 16,112 shares (about $526.22K)Schwab US Dividend Equity ETF 19,016 shares (about $503.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpringvest Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$21,253,827$1,051,758 ▼-4.7%256,31717.2%ETFBRK.BBerkshire Hathaway$11,646,254$213,737 ▼-1.8%23,9759.4%FinanceSPYSPDR S&P 500 ETF Trust$10,969,953$187,108 ▲1.7%17,7068.9%FinanceVUSBVanguard Ultra-Short Bond ETF$9,499,849$323,475 ▲3.5%190,5117.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,674,824$39,194 ▲0.5%109,1177.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$5,404,661$275,648 ▲5.4%195,3264.4%ETFDFAIDimensional International Core Equity Market ETF$5,338,550$612,962 ▲13.0%154,4274.3%ETFDFCFDimensional Core Fixed Income ETF$4,466,278$104,974 ▲2.4%105,6863.6%ETFAEPAmerican Electric Power$3,577,403$415 ▲0.0%34,4782.9%UtilitiesDFAUDimensional US Core Equity Market ETF$3,081,717$934,076 ▼-23.3%72,7512.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,769,540$41,372 ▲1.5%55,0932.2%ManufacturingIVOOVanguard S&P Mid-Cap 400 ETF$2,357,221$48,816 ▼-2.0%22,4541.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,298,884$785,643 ▲51.9%47,8831.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,191,813$520,195 ▲31.1%26,4521.8%ManufacturingSCHDSchwab US Dividend Equity ETF$2,181,760$503,921 ▼-18.8%82,3311.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,036,788$33,305 ▼-1.6%32,8411.6%ETFGLDSPDR Gold Shares$1,919,515$193,262 ▲11.2%6,2971.6%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$1,306,923$246,175 ▼-15.9%21,3791.1%ETFSCHBSchwab US Broad Market ETF$1,133,164$266,729 ▲30.8%47,5520.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,115,400$350,856 ▼-23.9%12,1600.9%ETFAAPLApple$985,007$40,213 ▼-3.9%4,8010.8%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$919,678$218,786 ▼-19.2%14,4350.7%ETFIWFiShares Russell 1000 Growth ETF$917,942$39,061 ▲4.4%2,1620.7%ETFDUHPDimensional US High Profitability ETF$885,728$9,068 ▲1.0%24,9080.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$792,204$70,104 ▼-8.1%27,1210.6%ETFIVViShares Core S&P 500 ETF$784,041$3,104 ▼-0.4%1,2630.6%ETFNVDANVIDIA$725,414$12,641 ▲1.8%4,5910.6%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$723,715$8,936 ▲1.3%23,9720.6%ETFBSVVanguard Short-Term Bond ETF$648,016$11,962 ▲1.9%8,2340.5%ETFVOVanguard Mid-Cap ETF$612,084$17,135 ▲2.9%2,1790.5%ETFCWISPDR MSCI ACWI ex-US ETF$589,578$526,218 ▼-47.2%18,0520.5%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$580,985$177,530 ▼-23.4%5,0660.5%ETFDFAEDimensional Emerging Core Equity Market ETF$572,052$20,062 ▼-3.4%19,7600.5%ETFVTVVanguard Value ETF$562,2540.0%3,1640.5%ETFDFNMDimensional National Municipal Bond ETF$539,4690.0%11,3740.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$538,0990.0%6,5510.4%FinanceMSFTMicrosoft$537,226$12,436 ▼-2.3%1,0800.4%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$520,186$300 ▲0.1%6,9460.4%ETFVTEBVanguard Tax-Exempt Bond ETF$517,414$12,110 ▼-2.3%10,5530.4%ETFSPROTT PHYSICAL GOLD TR$491,106$330 ▲0.1%19,3730.4%UNITVOOVanguard S&P 500 ETF$484,308$44,442 ▲10.1%8500.4%ETFDFARDimensional US Real Estate ETF$478,396$13,044 ▲2.8%20,3920.4%ETFQLDProShares Ultra QQQ$471,682$118 ▲0.0%4,0030.4%ETFDFUSDimensional U.S. Equity ETF$455,267$455,267 ▲New Holding6,7930.4%ETFHARBOR ETF TRUST$436,526$436,526 ▲New Holding14,9880.4%LONG TERM GROWERMGKVanguard Mega Cap Growth ETF$412,3720.0%1,1250.3%ETFVGITVanguard Intermediate-Term Treasury ETF$343,190$343,190 ▲New Holding5,7380.3%ETFVIGVanguard Dividend Appreciation ETF$328,9560.0%1,6000.3%ETFDUKDuke Energy$317,309$26,551 ▼-7.7%2,6890.3%UtilitiesTLTiShares 20+ Year Treasury Bond ETF$305,522$619,075 ▼-67.0%3,4620.2%ETFPMPhilip Morris International$297,605$8,073 ▲2.8%1,6220.2%Consumer StaplesETEnergy Transfer$288,582$288,582 ▲New Holding15,9170.2%EnergyMGMTBallast Small/Mid Cap ETF$274,7410.0%6,9590.2%ETFAMZNAmazon.com$273,141$14,919 ▼-5.2%1,2450.2%Retail/WholesaleVGKVanguard FTSE Europe ETF$269,623$200,803 ▼-42.7%3,4790.2%ETFSSOProShares Ultra S&P500$264,679$588 ▲0.2%2,7030.2%ETFCVXChevron$259,747$7,303 ▼-2.7%1,8140.2%EnergyVEUVanguard FTSE All-World ex-US ETF$226,4640.0%3,3690.2%ETFDFACDimensional U.S. Core Equity 2 ETF$217,477$217,477 ▲New Holding6,0680.2%ETFEMREmerson Electric$213,328$213,328 ▲New Holding1,6000.2%IndustrialsCOPConocoPhillips$209,617$179 ▲0.1%2,3360.2%EnergyXOMExxon Mobil$0$203,762 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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