Springvest Wealth Management LLC Top Holdings and 13F Report (2025) About Springvest Wealth Management LLCInvestment ActivitySpringvest Wealth Management LLC has $116.73 million in total holdings as of December 31, 2024.Springvest Wealth Management LLC owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $21,997,912Berkshire Hathaway $11,162,397SPDR S&P 500 ETF Trust $10,338,933Vanguard Ultra-Short Bond ETF $9,994,519Vanguard Short-Term Corporate Bond ETF $8,049,234 Sector AllocationMap of 500 Largest Holdings ofSpringvest Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$21,997,912274,04918.8%ETFBRK.BBerkshire Hathaway$11,162,39724,6269.6%FinanceSPYSPDR S&P 500 ETF Trust$10,338,93317,5828.9%FinanceVUSBVanguard Ultra-Short Bond ETF$9,994,519201,4218.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,049,234103,1826.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,897,599187,8634.2%ETFDFCFDimensional Core Fixed Income ETF$4,005,27697,0513.4%ETFDFAUDimensional US Core Equity Market ETF$3,889,24996,0553.3%ETFDFAIDimensional International Core Equity Market ETF$3,809,439130,4603.3%ETFAEPAmerican Electric Power$3,203,60934,7352.7%UtilitiesSCHDSchwab US Dividend Equity ETF$2,729,95999,9252.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$2,437,15623,1012.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,411,50049,8042.1%ManufacturingIJHiShares Core S&P Mid-Cap ETF$2,364,07637,9412.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,592,38019,4241.4%ManufacturingAAPLApple$1,532,7436,1211.3%Computer and TechnologyJHMMJohn Hancock Multifactor Mid Cap ETF$1,455,56624,3691.2%ETFGLDSPDR Gold Shares$1,290,0695,3281.1%FinanceDFASDimensional U.S. Small Cap ETF$1,205,09218,5171.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,184,42325,2651.0%ETFCWISPDR MSCI ACWI ex-US ETF$954,54234,1640.8%ETFTLTiShares 20+ Year Treasury Bond ETF$942,02910,7870.8%ETFSCHBSchwab US Broad Market ETF$825,34936,3590.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$822,75029,5210.7%ETFDUHPDimensional US High Profitability ETF$815,01524,1200.7%ETFIWFiShares Russell 1000 Growth ETF$799,9471,9920.7%ETFIVViShares Core S&P 500 ETF$776,9101,3200.7%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$769,2746,6140.7%ETFNVDANVIDIA$723,7165,3890.6%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$676,03022,6400.6%ETFMSFTMicrosoft$641,8421,5230.5%Computer and TechnologyBSVVanguard Short-Term Bond ETF$625,5018,0950.5%ETFDFNMDimensional National Municipal Bond ETF$543,33611,3740.5%ETFVTEBVanguard Tax-Exempt Bond ETF$541,40410,8000.5%ETFDFARDimensional US Real Estate ETF$533,97722,9470.5%ETFDFAEDimensional Emerging Core Equity Market ETF$531,44620,9480.5%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$509,6386,5510.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$495,0816,9310.4%ETFVOVanguard Mid-Cap ETF$484,9431,8360.4%ETFVOOVanguard S&P 500 ETF$411,1127630.4%ETFSPROTT PHYSICAL GOLD TR$389,91019,3600.3%UNITMGKVanguard Mega Cap Growth ETF$386,3361,1250.3%ETFVTVVanguard Value ETF$348,4032,0580.3%ETFDUKDuke Energy$325,2423,0190.3%UtilitiesMGMTBallast Small/Mid Cap ETF$314,7027,5290.3%ETFVIGVanguard Dividend Appreciation ETF$313,4131,6000.3%ETFAMZNAmazon.com$275,1151,2540.2%Retail/WholesaleCVXChevron$270,1271,8650.2%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$264,4012,2950.2%ETFCOPConocoPhillips$230,9492,3290.2%Oils/EnergyMETAMeta Platforms$222,5763800.2%Computer and TechnologyGOOGAlphabet$208,6621,0960.2%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$208,5096,0280.2%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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