SpringVest Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Dallas, TX
CIK
0002058986
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 53 116,733 VCIT, BRK-B, SPY, VUSB 13F-HR 3/10/2025 000108514625001822