account_balance
Investment manager · 13F filer · SEC CIK 2058986
SpringVest Wealth Management LLC
Reported value$164Mas of Sep 30, 2026
Positions81 8 new, 1 sold out
Top 10 weight60.0%VCIT alone is 11%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCITVanguard Scottsdale FDS
11.1%Trimmed −8%
SPYSPDR S&P 500 ETF Trust
8.2%Added +3%
DFCFDimensional ETF Trust
6.5%
BRK-BBerkshire Hathaway Inc
6.5%
DFAIDimensional ETF Trust
6.0%Added +6%
VCSHVanguard Scottsdale FDS
5.3%Added +4%
VUSBVanguard Bd Index FDS
5.1%Trimmed −5%
SCHVSchwab Strategic Tr
3.9%
DFSDDimensional ETF Trust
3.8%Added +8%
AEPAmerican Electric Power Co Inc
3.6%
DFAUDimensional ETF Trust
2.3%Added +6%
VBILVanguard Instl Index Fd
1.8%New
VCITVanguard Scottsdale FDS
11.1%Trimmed −8%
SPYSPDR S&P 500 ETF Trust
8.2%Added +3%
DFCFDimensional ETF Trust
6.5%
BRK-BBerkshire Hathaway Inc
6.5%
DFAIDimensional ETF Trust
6.0%Added +6%
VCSHVanguard Scottsdale FDS
5.3%
VUSBVanguard Bd Index FDS
5.1%
SCHVSchwab Strategic Tr
3.9%
DFSDDimensional ETF Trust
3.8%
AEPAmerican Electric Power Co Inc
3.6%
DFAU2.3%
VBIL
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
VCIT Vanguard Scottsdale FDS 11.1% Trimmed −8%
SPY SPDR S&P 500 ETF Trust 8.2% Added +3%DFCF Dimensional ETF Trust 6.5% Held
BRK-B Berkshire Hathaway Inc 6.5% HeldDFAI Dimensional ETF Trust 6.0% Added +6%
VCSH Vanguard Scottsdale FDS 5.3% Added +4%
VUSB Vanguard Bd Index FDS 5.1% Trimmed −5%
SCHV Schwab Strategic Tr 3.9% Held
DFSD Dimensional ETF Trust 3.8% Added +8%
AEP American Electric Power Co Inc 3.6% HeldDFAU Dimensional ETF Trust 2.3% Added +6%
VBIL Vanguard Instl Index Fd 1.8% New
What changed
Biggest moves since Jun 30, 2026
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