SpringVest Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
56
120,609
VCIT, BRK-B, SPY, VUSB
13F-HR
5/6/2025
000108514625002663
Q4 2024
53
116,733
VCIT, BRK-B, SPY, VUSB
13F-HR
3/10/2025
000108514625001822