Springvest Wealth Management LLC Top Holdings and 13F Report (2026) About Springvest Wealth Management LLCInvestment ActivitySpringvest Wealth Management LLC has $146.41 million in total holdings as of March 31, 2026.Springvest Wealth Management LLC owns shares of 67 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.44% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Springvest Wealth Management LLC has purchased 73 new stocks and bought additional shares in 31 stocks.Springvest Wealth Management LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $21,021,464Dimensional Core Fixed Income ETF $11,300,226SPDR S&P 500 ETF Trust $10,889,101Berkshire Hathaway $10,368,370Vanguard Ultra-Short Bond ETF $9,947,345 Largest New Holdings this Quarter 921946794 - Vanguard International High Dividend Yield ETF $1,315,578 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 35,191 shares (about $1.49M)Vanguard International High Dividend Yield ETF 13,960 shares (about $1.32M)Dimensional Short-Duration Fixed Income ETF 27,279 shares (about $1.31M)Dimensional International Core Equity Market ETF 10,194 shares (about $397.16K)Vanguard Intermediate-Term Corporate Bond ETF 3,535 shares (about $292.52K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 5,864 shares (about $264.58K)Berkshire Hathaway 542 shares (about $259.72K)SPDR S&P 500 ETF Trust 309 shares (about $200.95K)Vanguard Ultra-Short Bond ETF 3,910 shares (about $194.66K)Vanguard Short-Term Inflation-Protected Securities ETF 3,692 shares (about $184.42K) 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$21,021,464$292,521 ▲1.4%254,03614.4%ETFDFCFDimensional Core Fixed Income ETF$11,300,226$1,485,764 ▲15.1%267,6517.7%ETFSPYSPDR S&P 500 ETF Trust$10,889,101$200,952 ▼-1.8%16,7447.4%FinanceBRK.BBerkshire Hathaway$10,368,370$259,724 ▼-2.4%21,6377.1%FinanceVUSBVanguard Ultra-Short Bond ETF$9,947,345$194,659 ▼-1.9%199,8066.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,568,571$49,623 ▼-0.6%108,0935.9%ETFDFAIDimensional International Core Equity Market ETF$8,558,866$397,159 ▲4.9%219,6835.8%ETFAEPAmerican Electric Power$6,591,651$116,662 ▼-1.7%50,2874.5%UtilitiesSCHVSchwab U.S. Large-Cap Value ETF$5,837,764$8,601 ▼-0.1%191,4024.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,127,092$1,306,120 ▲34.2%107,0823.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,974,915$90,001 ▲3.1%36,0292.0%ManufacturingDFAUDimensional US Core Equity Market ETF$2,903,332$264,583 ▼-8.4%64,3472.0%ETFGLDSPDR Gold Shares$2,849,380$11,188 ▲0.4%6,6221.9%FinanceSCHDSchwab US Dividend Equity ETF$2,540,396$76,056 ▼-2.9%82,8031.7%ETFIVOOVanguard S&P Mid-Cap 400 ETF$2,529,101$10,060 ▼-0.4%22,1231.7%ETFSCHBSchwab US Broad Market ETF$2,247,479$99,496 ▲4.6%89,5411.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,191,362$184,416 ▼-7.8%43,8711.5%ManufacturingIJHiShares Core S&P Mid-Cap ETF$2,047,760$90,692 ▼-4.2%30,3241.4%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$1,505,637$66,717 ▲4.6%22,4321.0%ETFVYMIVanguard International High Dividend Yield ETF$1,315,578$1,315,578 ▲New Holding13,9600.9%ETFDFUSDimensional U.S. Equity ETF$1,172,993$285,271 ▲32.1%16,5420.8%ETFAAPLApple$1,162,225$12,183 ▼-1.0%4,5790.8%Computer and TechnologyDIMENSIONAL ETF TRUST$1,131,695$159,027 ▲16.3%22,3170.8%ULTRASHORT FIXEDDFASDimensional U.S. Small Cap ETF$1,080,474$20,272 ▼-1.8%15,1900.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,071,364$89,729 ▲9.1%31,6410.7%ETFDUHPDimensional US High Profitability ETF$971,971$26,100 ▼-2.6%26,4410.7%ETFIWFiShares Russell 1000 Growth ETF$970,486$53,726 ▲5.9%2,2760.7%ETFNVDANVIDIA$873,274$77,438 ▲9.7%5,0070.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$790,0350.0%27,1210.5%ETFVTVVanguard Value ETF$762,2370.0%3,8850.5%ETFVOVanguard Mid-Cap ETF$729,150$69,498 ▲10.5%2,5390.5%ETFMSFTMicrosoft$665,643$256,928 ▲62.9%1,7980.5%Computer and TechnologyIVViShares Core S&P 500 ETF$664,804$100,570 ▼-13.1%1,0180.5%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$630,5140.0%5,0660.4%ETFDFARDimensional US Real Estate ETF$595,010$33,607 ▲6.0%25,1590.4%ETFSPROTT ASSET MANAGEMENT LP$595,002$3,544 ▼-0.6%16,7890.4%PHYSICAL GOLD TRVOOVanguard S&P 500 ETF$590,723$31,059 ▲5.5%9890.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$549,1510.0%6,9460.4%ETFBSVVanguard Short-Term Bond ETF$546,717$157 ▼0.0%6,9730.4%ETFDFNMDimensional National Municipal Bond ETF$545,1560.0%11,3740.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$508,183$46,699 ▲10.1%16,9000.3%ETFCWISPDR MSCI ACWI ex-US ETF$494,697$101,245 ▼-17.0%13,5200.3%ETFQLDProShares Ultra QQQ$489,1550.0%8,0190.3%ETFVTEBVanguard Tax-Exempt Bond ETF$486,5270.0%9,7520.3%ETFXOMExxonMobil$448,829$152,381 ▲51.4%2,6450.3%EnergyMGKVanguard Mega Cap Growth ETF$413,3700.0%1,1250.3%ETFCVXChevron$385,697$9,104 ▲2.4%1,8640.3%EnergyDLNWisdomTree U.S. LargeCap Dividend Fund$368,486$5,896 ▼-1.6%4,1250.3%FinanceDUKDuke Energy$352,298$1,309 ▲0.4%2,6910.2%UtilitiesVIGVanguard Dividend Appreciation ETF$345,910$3,227 ▲0.9%1,6080.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$335,036$47,836 ▼-12.5%3,6560.2%ETFMGMTBallast Small/Mid Cap ETF$329,948$1,354 ▲0.4%7,3130.2%ETFCOPConocoPhillips$322,576$13,595 ▲4.4%2,4440.2%EnergyCOWZPacer US Cash Cows 100 ETF$308,671$10,448 ▲3.5%4,9340.2%ETFVTIVanguard Total Stock Market ETF$299,030$37,860 ▲14.5%9320.2%ETFAMZNAmazon.com$293,452$25,617 ▲9.6%1,4090.2%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$289,5860.0%3,8560.2%ETFVGKVanguard FTSE Europe ETF$286,7740.0%3,4790.2%ETFHARBOR ETF TRUST$286,541$77,139 ▲36.8%10,3340.2%LONG TERM GROWERSSOProShares Ultra S&P500$282,0150.0%5,4360.2%ETFSLViShares Silver Trust$276,717$1,227 ▲0.4%4,0610.2%ETFGOOGAlphabet$265,346$5,163 ▲2.0%9250.2%Computer and TechnologyPMPhilip Morris International$244,373$496 ▲0.2%1,4780.2%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$235,8020.0%6,0680.2%ETFTLTiShares 20+ Year Treasury Bond ETF$223,6600.0%2,5800.2%ETFHARRIS OAKMARK ETF TRUST$214,5110.0%7,7820.1%OAKMARK U S LRGCACICACI International$212,1090.0%3900.1%Computer and TechnologyJPMJPMorgan Chase & Co.$0$296,765 ▼-100.0%00.0%FinanceASTERA LABS INC$0$229,078 ▼-100.0%00.0%COMDFIPDimensional Inflation-Protected Securities ETF$0$218,744 ▼-100.0%00.0%ETFGSThe Goldman Sachs Group$0$217,061 ▼-100.0%00.0%FinanceEMREmerson Electric$0$212,617 ▼-100.0%00.0%IndustrialsEFAiShares MSCI EAFE ETF$0$204,928 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$201,567 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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