Bluespring Wealth Management, LLC

All 13F Filings

Location
Austin, TX
Most recent 13F
Q2 2026
Holdings value ($000)
5,201,870
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 549 5,201,870 13F-HR Bluespring Wealth Management, LLC
Q1 2026 4/14/2026 208 1,160,498 13F-HR SNS Financial Group, LLC
Q4 2025 2/2/2026 204 1,161,151 13F-HR SNS Financial Group, LLC
Q3 2025 11/13/2025 198 1,149,768 13F-HR SNS Financial Group, LLC
Q2 2025 8/6/2025 199 1,051,526 13F-HR SNS Financial Group, LLC
Q1 2014 5/16/2014 86 224,038 13F-HR SNS Financial Group, LLC
Q4 2013 2/14/2014 133 216,744 13F-HR SNS Financial Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.245 M 43.2% 2.012 M 0 2.012 M
ETFs 2.953 M 56.8% 2.026 M 0 2.026 M
Debt 3.905 K 0.1% 3.318 K 0 3.318 K
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
5,201,870
Holdings
549
QoQ value change ($000)
4,041,372 (348.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.