SpringVest Wealth Management LLC ETF holdings
Dallas, TX
Reported $134.5M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$134.5M
ETFs held
58
Change from prior quarter
+8.8%
With price moves
ETFs as a share of its 13F
84.6%
of $159.0M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $20.8M | 251,390 | −2,646 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $12.9M | 17,279 | +535 shares |
| DFCF | Dimensional Core Fixed Income ETF | $11.1M | 261,998 | −5,653 shares |
| DFAI | Dimensional International Core Equity Market ETF | $9.2M | 223,646 | +3,963 shares |
| VUSB | Vanguard Ultra-Short Bond ETF | $8.9M | 178,099 | −21,707 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $8.5M | 107,860 | −233 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $6.7M | 192,326 | +924 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $6.0M | 125,853 | +18,771 shares |
| DFAU | Dimensional US Core Equity Market ETF | $3.5M | 66,872 | +2,525 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $2.8M | 86,795 | +3,992 shares |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002058986. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SpringVest Wealth Management LLC own?
SpringVest Wealth Management LLC reported 58 ETF positions worth $134.5M in its Form 13F for June 30, 2026. The largest was VCIT, at $20.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.