Institutional Fund
Springvest Wealth Management LLC
Dallas, TXCIK 20589866 filings on record
Portfolio Value
$146.41M
Q1 2026
Holdings
67
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.0%
from $143.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds14.4%
- Dimensional ETF Trust7.7%
- Spdr S&P 500 ETF Tr7.4%
- Berkshire Hathaway Inc Del7.1%
- Vanguard Bd Index Fds6.8%
- Vanguard Scottsdale Fds5.9%
- Other50.8%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 254.0K | $21.02M | 14.4% | +3.5K | Added |
| 2 | Dimensional ETF Trust | 267.7K | $11.30M | 7.7% | +35.2K | Added |
| 3 | Spdr S&P 500 ETF Tr | 16.7K | $10.89M | 7.4% | −309 | Reduced |
| 4 | Berkshire Hathaway Inc Del | 21.6K | $10.37M | 7.1% | −542 | Reduced |
| 5 | Vanguard Bd Index Fds | 199.8K | $9.95M | 6.8% | −3.9K | Reduced |
| 6 | Vanguard Scottsdale Fds | 108.1K | $8.57M | 5.9% | −626 | Reduced |
| 7 | Dimensional ETF Trust | 219.7K | $8.56M | 5.8% | +10.2K | Added |
| 8 | American Elec Pwr Co Inc | 50.3K | $6.59M | 4.5% | −890 | Reduced |
| 9 | Schwab Strategic Tr | 191.4K | $5.84M | 4.0% | −282 | Reduced |
| 10 | Dimensional ETF Trust | 107.1K | $5.13M | 3.5% | +27.3K | Added |
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