SpringVest Wealth Management LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002058986 · DALLAS, TX

As of Sep 30, 2025, SpringVest Wealth Management LLC reported 65 positions worth 36.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	275,275	$23.2M	17.03%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	23,173	1.6M	8.57%
SPDR S&P 500 ETF TRUST	SPY	—	17,458	1.6M	8.55%
VANGUARD ULTRA-SHORT BOND ETF	VUSB	—	208,889	0.4M	7.68%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	109,568	$8.8M	6.44%
DIMENSIONAL CORE FIXED INCOME ETF	DFCF	—	166,972	$7.1M	5.25%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	173,353	$6.3M	4.63%
SCHWAB US LARGE-CAP VALUE	SCHV	Equity	190,751	$5.6M	4.08%
AMERICAN ELECTRIC POWER	AEP	Utilities	34,479	$3.9M	2.85%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	78,780	$3.8M	2.79%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	70,269	$3.2M	2.36%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	58,234	$2.9M	2.17%
VANGUARD S&P MID-CAP 400 INDEX FUND	IVOO	—	22,257	$2.5M	1.81%
SPDR GOLD TRUST	GQ9	—	6,889	$2.4M	1.80%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	85,237	$2.3M	1.71%
ISHARES CORE S&P MID-CAP ETF	IJH	—	32,582	$2.1M	1.56%
SCHWAB US BROAD MARKET ETF	SCHB	—	60,247	.5M	1.14%
ISHARES 1-3 YEAR TREASURY BOND ETF	SHY	—	18,666	.5M	1.14%
JOHN HANCOCK MULTIFACTOR MID CAP ETF	JHMM	—	22,357	.4M	1.06%
APPLE INC	AAPL	Technology	4,610	.2M	0.86%
DIMENSIONAL ETF TRUST	DUSB	—	21,552	.1M	0.80%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	2,165	.0M	0.75%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	14,403	$986.0K	0.73%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	25,063	$946.6K	0.70%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	27,121	$865.4K	0.64%