Wellspring Financial Advisors, LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,333,344
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 290.7 K | 21.8% | 0 | 516 K | -516 K |
| ETFs | 1.042 M | 78.1% | 583.9 K | 0 | 583.9 K |
| Other | 863 | 0.1% | 863 | 0 | 863 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,333,344
Holdings
278
QoQ value change ($000)
68,752
(5.4%)
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.