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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 $135,991,741
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 275,275 $23,153,399 17.03%
2.
Berkshire Hathaway Inc
 BRK.A 23,173 $11,649,910 8.57%
3.
Spdr S & P 500 Etf Trust
 SPY 17,458 $11,630,006 8.55%
4.
Vanguard Bd Index Fds - VANGUARD ULTRA
 208,889 $10,443,415 7.68%
5.
Vanguard Scottsdale Funds
 109,568 $8,757,794 6.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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