Bluespring Wealth Management, LLC

Q2 2026 13F-HR/A Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
11/12/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
468
Total value ($000)
$3,147,269
Net value change ($000)
+1,986,771 (171.2%)
New positions
270
Sold out positions
11
Turnover %
31.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: 11/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 106,681 2044.1%
AAPL 87,655 249.8%
GOOGL 64,079 1903.7%
VEA 54,662 6430.8%
DGRO 49,993 NEW
PYLD 48,103 NEW
AMZN 45,097 1375.7%
IEFA 37,804 NEW
AVEM 37,571 NEW
IEMG 35,410 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEI -73,024 -100.0%
BSCQ -5,737 -19.5%
HON -1,516 -100.0%
TSCO -1,075 -100.0%
CI -1,063 -100.0%
CVS -870 -100.0%
WFC -562 -100.0%
VPU -461 -100.0%
JEPQ -405 -30.1%
BR -365 -38.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type