Data as of Q4 2025 (Dec 31, 2025)

SpringVest Wealth Management LLC

•CIK: 2058986•Filing: Q4 2025

**SpringVest Wealth Management LLC** manages $144M across a diversified portfolio of 73 positions. The fund exhibits significant allocations to fixed income and broad market exposure, notably holding $21.0M in VCIT and $11.6M in SPY. Core holdings also include $11.1M in BRK/B and $10.2M in VUSB, suggesting a strategy focused on stable, established assets. This concentration in key sectors indicates a disciplined, value-oriented approach to capital preservation and growth.

Total AUM
$143.5M
QoQ Performance
+5.5%
Positions
43
Top 10 Concentration
66.8%
Latest Filing
Q4 2025

Top Holdings Allocation

VCIT
SPY
BRK/B
VUSB
DFCF
VCSH
DFAI
VCIT14.6%
SPY8.1%
BRK/B7.8%
VUSB7.1%
DFCF6.9%
VCSH6.0%
DFAI5.6%
AEP4.1%

📈 Biggest Buys

DFCF
DIMENSIONAL ETF TRUST
+39.2%
6.9% of portfolio
AEP
AMERICAN ELEC PWR CO INC
+48.4%
4.1% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+20.8%
5.6% of portfolio
SHY
ISHARES TR
+87.2%
2.0% of portfolio
SCHB
SCHWAB STRATEGIC TR
+42.0%
1.6% of portfolio

📉 Biggest Sells

VCIT
VANGUARD SCOTTSDALE FDS
-9.0%
14.6% of portfolio
VTIP
VANGUARD MALVERN FDS
-18.3%
1.6% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-4.3%
7.8% of portfolio
SPY
SPDR S&P 500 ETF TR
-2.3%
8.1% of portfolio
SPSB
SPDR SERIES TRUST
-35.9%
0.3% of portfolio

Sector Breakdown

Other80.0%
ETF9.1%
Financial8.1%
Technology2.0%
Energy0.3%
Utilities0.2%
Consumer0.2%

Changes from Q3 2025

NEW8 new positions
↑30 increased
↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VCIT14.6%
VANGUARD SCOTTSDALE FDS
$21.0M
SPY8.1%
SPDR S&P 500 ETF TR
$11.6M
BRK/B7.8%
BERKSHIRE HATHAWAY INC DEL
$11.1M
VUSB7.1%
VANGUARD BD INDEX FDS
$10.2M
DFCF6.9%
DIMENSIONAL ETF TRUST
$9.9M

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