Springvest Wealth Management LLC Top Holdings and 13F Report (2025) About Springvest Wealth Management LLCInvestment ActivitySpringvest Wealth Management LLC has $120.61 million in total holdings as of March 31, 2025.Springvest Wealth Management LLC owns shares of 56 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.27% of the portfolio was purchased this quarter.About 2.94% of the portfolio was sold this quarter.This quarter, Springvest Wealth Management LLC has purchased 53 new stocks and bought additional shares in 18 stocks.Springvest Wealth Management LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $21,993,535Berkshire Hathaway $13,002,851SPDR S&P 500 ETF Trust $9,765,133Vanguard Ultra-Short Bond ETF $9,174,514Vanguard Short-Term Corporate Bond ETF $8,574,803 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $1,466,326 Holding922042874 - Vanguard FTSE Europe ETF $426,175 Holding74347R206 - ProShares Ultra QQQ $355,780 Holding718172109 - Philip Morris International $252,606 Holding74347R107 - ProShares Ultra S&P500 $223,740 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 15,985 shares (about $1.47M)Vanguard Short-Term Corporate Bond ETF 5,442 shares (about $429.59K)Vanguard FTSE Europe ETF 6,070 shares (about $426.18K)ProShares Ultra QQQ 4,002 shares (about $355.78K)Dimensional Short-Duration Fixed Income ETF 6,254 shares (about $297.19K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 17,397 shares (about $867.33K)Vanguard Intermediate-Term Corporate Bond ETF 5,048 shares (about $412.72K)iShares Core S&P Mid-Cap ETF 4,563 shares (about $266.25K)Apple 1,124 shares (about $249.67K)Microsoft 418 shares (about $156.87K) 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$21,993,535$412,725 ▼-1.8%269,00118.2%ETFBRK.BBerkshire Hathaway$13,002,851$112,374 ▼-0.9%24,41510.8%FinanceSPYSPDR S&P 500 ETF Trust$9,765,133$99,873 ▼-1.0%17,4048.1%FinanceVUSBVanguard Ultra-Short Bond ETF$9,174,514$867,327 ▼-8.6%184,0247.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,574,803$429,593 ▲5.3%108,6247.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,926,986$66,424 ▼-1.3%185,3644.1%ETFDFCFDimensional Core Fixed Income ETF$4,340,664$258,710 ▲6.3%103,2023.6%ETFDFAIDimensional International Core Equity Market ETF$4,269,009$194,750 ▲4.8%136,6963.5%ETFAEPAmerican Electric Power$3,766,948$28,519 ▼-0.8%34,4743.1%UtilitiesDFAUDimensional US Core Equity Market ETF$3,644,204$48,166 ▼-1.3%94,8023.0%ETFSCHDSchwab US Dividend Equity ETF$2,833,664$39,759 ▲1.4%101,3472.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,708,063$222,853 ▲9.0%54,2702.2%ManufacturingIVOOVanguard S&P Mid-Cap 400 ETF$2,262,105$17,963 ▼-0.8%22,9191.9%ETFIJHiShares Core S&P Mid-Cap ETF$1,947,612$266,252 ▼-12.0%33,3781.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,668,995$62,047 ▲3.9%20,1741.4%ManufacturingGLDSPDR Gold Shares$1,631,737$96,527 ▲6.3%5,6631.4%FinanceDFSDDimensional Short-Duration Fixed Income ETF$1,497,783$297,190 ▲24.8%31,5191.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,466,326$1,466,326 ▲New Holding15,9851.2%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$1,455,769$59,420 ▲4.3%25,4061.2%ETFAAPLApple$1,109,980$249,673 ▼-18.4%4,9970.9%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$1,067,694$38,719 ▼-3.5%17,8690.9%ETFCWISPDR MSCI ACWI ex-US ETF$1,010,5710.0%34,1640.8%ETFTLTiShares 20+ Year Treasury Bond ETF$953,721$28,219 ▼-2.9%10,4770.8%ETFDUHPDimensional US High Profitability ETF$817,000$17,664 ▲2.2%24,6530.7%ETFSCHBSchwab US Broad Market ETF$782,8090.0%36,3590.6%ETFIWFiShares Russell 1000 Growth ETF$747,456$28,165 ▲3.9%2,0700.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$739,2060.0%29,5210.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$712,648$31,184 ▲4.6%23,6760.6%ETFIVViShares Core S&P 500 ETF$712,349$29,213 ▼-3.9%1,2680.6%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$706,9040.0%6,6140.6%ETFBSVVanguard Short-Term Bond ETF$632,659$1,018 ▼-0.2%8,0820.5%ETFVOVanguard Mid-Cap ETF$547,757$72,931 ▲15.4%2,1180.5%ETFVTVVanguard Value ETF$546,549$191,050 ▲53.7%3,1640.5%ETFDFNMDimensional National Municipal Bond ETF$541,0610.0%11,3740.4%ETFVTEBVanguard Tax-Exempt Bond ETF$535,8960.0%10,8000.4%ETFDFAEDimensional Emerging Core Equity Market ETF$529,528$12,816 ▼-2.4%20,4530.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$519,9530.0%6,5510.4%FinanceNVDANVIDIA$488,964$95,170 ▼-16.3%4,5110.4%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$472,125$748 ▲0.2%6,9420.4%ETFDFARDimensional US Real Estate ETF$471,502$73,949 ▼-13.6%19,8360.4%ETFSPROTT PHYSICAL GOLD TR$465,8020.0%19,3600.4%UNITVGKVanguard FTSE Europe ETF$426,175$426,175 ▲New Holding6,0700.4%ETFMSFTMicrosoft$414,693$156,870 ▼-27.4%1,1050.3%Computer and TechnologyVOOVanguard S&P 500 ETF$396,739$4,625 ▲1.2%7720.3%ETFQLDProShares Ultra QQQ$355,780$355,780 ▲New Holding4,0020.3%ETFDUKDuke Energy$355,395$12,806 ▼-3.5%2,9140.3%UtilitiesMGKVanguard Mega Cap Growth ETF$347,4900.0%1,1250.3%ETFCVXChevron$311,9960.0%1,8650.3%EnergyVIGVanguard Dividend Appreciation ETF$310,4690.0%1,6000.3%ETFMGMTBallast Small/Mid Cap ETF$268,617$22,002 ▼-7.6%6,9590.2%ETFPMPhilip Morris International$252,606$252,606 ▲New Holding1,5780.2%Consumer StaplesAMZNAmazon.com$249,811$11,225 ▲4.7%1,3130.2%Retail/WholesaleCOPConocoPhillips$245,091$525 ▲0.2%2,3340.2%EnergySSOProShares Ultra S&P500$223,740$223,740 ▲New Holding2,6970.2%ETFVEUVanguard FTSE All-World ex-US ETF$204,364$204,364 ▲New Holding3,3690.2%ETFXOMExxon Mobil$203,762$203,762 ▲New Holding1,7130.2%EnergyIJRiShares Core S&P Small-Cap ETF$0$264,401 ▼-100.0%00.0%ETFMETAMeta Platforms$0$222,576 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$208,662 ▼-100.0%00.0%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$0$208,509 ▼-100.0%00.0%ETFShowing 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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