account_balance

Investment manager · 13F filer · SEC CIK 1557485

Bluespring Wealth Management, LLC

Reported value$3.53Bas of Sep 30, 2026
Positions495 52 new, 106 sold out
Top 10 weight27.8%QUAL alone is 5%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QUAL iShares Tr 5.0% Trimmed −24%
AAPL Apple Inc 3.9% Trimmed −50%
IVV iShares Tr 3.2% Trimmed −49%
SCHF Schwab Strategic Tr 2.9% Trimmed −21%
BND Vanguard Bd Index FDS 2.9% Added +98%
OEF iShares Tr 2.5% Trimmed −23%
DGRW Wisdomtree Tr 2.2% Trimmed −27%
GOOGL Alphabet Inc 1.9% Trimmed −47%
SCHB Schwab Strategic Tr 1.6% Trimmed −22%
VEA Vanguard Tax-managed FDS 1.6% Held
PYLD Pimco ETF Tr 1.6% Trimmed −39%
AMZN Amazon Com Inc 1.4% Trimmed −53%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • LQD $29.3M
  • IGV $19.1M
  • MAGS $12.4M
  • PAYS $5.74M
arrow_upwardAdded
  • IEF +6653%
  • RSP +1799%
  • SCHA +1772%
  • BSCT +1310%
arrow_downwardTrimmed
  • XLB −71%
  • PDBC −68%
  • MU −67%
  • UTF −66%
remove_circleSold out
  • XLRE $23.3M
  • PICK $14.4M
  • GOVT $11.8M
  • D $741K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

This is data, not investment advice. About StockToast