account_balance
Investment manager · 13F filer · SEC CIK 1811308
Wellspring Financial Advisors, LLC
Reported value$1.52Bas of Jun 30, 2026
Positions288 37 new, 27 sold out
Top 10 weight61.4%IVV alone is 23%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
22.9%Added +1085%
IEFAiShares Tr
6.6%Added +5%
AAAUGoldman Sachs Physical Gold ETF
5.8%Added +8%
VYMVanguard Whitehall FDS
4.7%
SOXXiShares Tr
4.6%Trimmed −28%
VTIVanguard Index FDS
4.1%
AAPLApple Inc.
3.4%
VGSHVanguard Scottsdale FDS
3.3%Added +12%
IEMGiShares Inc
3.1%Added +5%
XLKSelect Sector SPDR Tr
3.0%Added +38%
XLVSelect Sector SPDR Tr
2.9%
IFRAiShares Tr
2.8%
IVViShares Tr
22.9%Added +1085%
IEFAiShares Tr
6.6%+5%
AAAUGoldman Sachs Physical Gold ETF
5.8%+8%
VYM4.7%
SOXXiShares Tr
4.6%
VTIVanguard Index FDS
4.1%
VGSH3.3%
IEMG
XLK3.0%
XLV2.9%
IFRA
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
IVV iShares Tr 22.9% Added +1085%
IEFA iShares Tr 6.6% Added +5%
AAAU Goldman Sachs Physical Gold ETF 5.8% Added +8%VYM Vanguard Whitehall FDS 4.7% Held
SOXX iShares Tr 4.6% Trimmed −28%
VTI Vanguard Index FDS 4.1% Held
AAPL Apple Inc. 3.4% HeldVGSH Vanguard Scottsdale FDS 3.3% Added +12%
IEMG iShares Inc 3.1% Added +5%
XLK Select Sector SPDR Tr 3.0% Added +38%
XLV Select Sector SPDR Tr 2.9% Held
IFRA iShares Tr 2.8% Added +20%
What changed
Biggest moves since Mar 31, 2026
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