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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 $146,413,313
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 254,036 $21,021,464 14.36%
2.
Dimensional Etf Trust
 267,651 $11,300,226 7.72%
3.
Spdr S & P 500 Etf Trust
 SPY 16,744 $10,889,101 7.44%
4.
Berkshire Hathaway Inc
 BRK.A 21,637 $10,368,370 7.08%
5.
Vanguard Bd Index Fds - VANGUARD ULTRA
 199,806 $9,947,345 6.79%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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