Wellspring Financial Advisors, LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,518,198
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/20/2026 | 288 | 1,518,198 | 13F-HR | Wellspring Financial Advisors, LLC |
| Q1 2026 | 5/15/2026 | 278 | 1,333,344 | 13F-HR | Wellspring Financial Advisors, LLC |
| Q4 2025 | 2/11/2026 | 274 | 1,264,592 | 13F-HR | Wellspring Financial Advisors, LLC |
| Q3 2025 | 11/13/2025 | 178 | 1,088,435 | 13F-HR | Wellspring Financial Advisors, LLC |
| Q2 2025 | 8/13/2025 | 181 | 995,919 | 13F-HR | Wellspring Financial Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 397.3 K | 26.2% | 106.6 K | 0 | 106.6 K |
| ETFs | 1.12 M | 73.8% | 78.28 K | 0 | 78.28 K |
| Other | 869 | 0.1% | 6 | 0 | 6 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,518,198
Holdings
288
QoQ value change ($000)
184,854
(13.9%)
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.