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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 $123,495,054
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 256,317 $21,253,827 17.21%
2.
Berkshire Hathaway Inc
 BRK.A 23,975 $11,646,254 9.43%
3.
Spdr S & P 500 Etf Trust
 SPY 17,706 $10,969,953 8.88%
4.
Vanguard Bd Index Fds - VANGUARD ULTRA
 190,511 $9,499,849 7.69%
5.
Vanguard Scottsdale Funds
 109,117 $8,674,824 7.02%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)