Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Springvest Wealth Management Llc > Profile

Instuitional Investor - Springvest Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Springvest Wealth Management Llc
Portfolio Value $120,609,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 269,001 $21,993,535 18.24%
2.
Berkshire Hathaway Inc
 BRK.A 24,415 $13,002,851 10.78%
3.
Spdr S & P 500 Etf Trust
 SPY 17,404 $9,765,133 8.1%
4.
Vanguard Bd Index Fds - VANGUARD ULTRA
 184,024 $9,174,514 7.61%
5.
Vanguard Scottsdale Funds
 108,624 $8,574,803 7.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)