SpringVest Wealth Management LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 146,413
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.79 K | 16.2% | 0 | 91.35 K | -91.35 K |
| ETFs | 122.1 K | 83.4% | 94.26 K | 0 | 94.26 K |
| Debt | 547 | 0.4% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
146,413
Holdings
67
QoQ value change ($000)
2,912
(2.0%)
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.