SpringVest Wealth Management LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 158,989
- 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 | 7/22/2026 | 74 | 158,989 | 13F-HR | SpringVest Wealth Management LLC |
| Q1 2026 | 4/21/2026 | 67 | 146,413 | 13F-HR | SpringVest Wealth Management LLC |
| Q4 2025 | 1/23/2026 | 73 | 143,501 | 13F-HR | SpringVest Wealth Management LLC |
| Q3 2025 | 11/5/2025 | 65 | 135,992 | 13F-HR | SpringVest Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 61 | 123,495 | 13F-HR | SpringVest Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.87 K | 16.9% | 3.085 K | 0 | 3.085 K |
| ETFs | 131.6 K | 82.8% | 9.483 K | 0 | 9.483 K |
| Debt | 548 | 0.3% | 1 | 0 | 1 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
158,989
Holdings
74
QoQ value change ($000)
12,576
(8.6%)
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.