Filed: 11/5/2025ACC: 0002058986-25-000003
📋 What this filing means
SPRINGVEST WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $135.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$135.99M
Total AUM (reported)
1.99M
Total Shares
Allocation by class
INT-TERM CORP$23.15M17.0%
CL B NEW$11.65M8.6%
TR UNIT$11.63M8.6%
VANGUARD ULTRA$10.44M7.7%
SHRT TRM CORP BD$8.76M6.4%
COM$7.97M5.9%
CORE FIXED INCOM$7.14M5.3%
Portfolio Concentration
Top 3$46.43M34.1%
4–10$45.87M33.7%
11–25$26.15M19.2%
Rest$17.54M12.9%
Top 3 weight
34.1%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 1.99M
Sole
Full voting authority
1.99M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares275.27K
TypeSH
Market value$23.15M
17.03%
Sole
275.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.17K
TypeSH
Market value$11.65M
8.57%
Sole
23.17K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares17.46K
TypeSH
Market value$11.63M
8.55%
Sole
17.46K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares208.89K
TypeSH
Market value$10.44M
7.68%
Sole
208.89K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares109.57K
TypeSH
Market value$8.76M
6.44%
Sole
109.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares166.97K
TypeSH
Market value$7.14M
5.25%
Sole
166.97K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares173.35K
TypeSH
Market value$6.30M
4.63%
Sole
173.35K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares190.75K
TypeSH
Market value$5.55M
4.08%
Sole
190.75K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares34.48K
TypeSH
Market value$3.88M
2.85%
Sole
34.48K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares78.78K
TypeSH
Market value$3.80M
2.79%
Sole
78.78K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares70.27K
TypeSH
Market value$3.22M
2.36%
Sole
70.27K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares58.23K
TypeSH
Market value$2.95M
2.17%
Sole
58.23K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares22.26K
TypeSH
Market value$2.46M
1.81%
Sole
22.26K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares6.89K
TypeSH
Market value$2.45M
1.80%
Sole
6.89K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares85.24K
TypeSH
Market value$2.33M
1.71%
Sole
85.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.58K
TypeSH
Market value$2.13M
1.56%
Sole
32.58K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares60.25K
TypeSH
Market value$1.55M
1.14%
Sole
60.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.67K
TypeSH
Market value$1.55M
1.14%
Sole
18.67K
Shared
0.00
None
0.00
JOHN HANCOCK EXCHANGE TRADED
SOLEShares22.36K
TypeSH
Market value$1.45M
1.06%
Sole
22.36K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.61K
TypeSH
Market value$1.17M
0.86%
Sole
4.61K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares21.55K
TypeSH
Market value$1.09M
0.80%
Sole
21.55K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.17K
TypeSH
Market value$1.01M
0.75%
Sole
2.17K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares14.40K
TypeSH
Market value$986.0K
0.73%
Sole
14.40K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares25.06K
TypeSH
Market value$946.6K
0.70%
Sole
25.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares27.12K
TypeSH
Market value$865.4K
0.64%
Sole
27.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 275.27K | SH | $23.15M 17.03% | 275.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.17K | SH | $11.65M 8.57% | 23.17K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.46K | SH | $11.63M 8.55% | 17.46K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 208.89K | SH | $10.44M 7.68% | 208.89K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 109.57K | SH | $8.76M 6.44% | 109.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 166.97K | SH | $7.14M 5.25% | 166.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 173.35K | SH | $6.30M 4.63% | 173.35K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 190.75K | SH | $5.55M 4.08% | 190.75K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 34.48K | SH | $3.88M 2.85% | 34.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 78.78K | SH | $3.80M 2.79% | 78.78K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 70.27K | SH | $3.22M 2.36% | 70.27K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 58.23K | SH | $2.95M 2.17% | 58.23K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 22.26K | SH | $2.46M 1.81% | 22.26K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.89K | SH | $2.45M 1.80% | 6.89K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 85.24K | SH | $2.33M 1.71% | 85.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.58K | SH | $2.13M 1.56% | 32.58K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 60.25K | SH | $1.55M 1.14% | 60.25K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 18.67K | SH | $1.55M 1.14% | 18.67K | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 22.36K | SH | $1.45M 1.06% | 22.36K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.61K | SH | $1.17M 0.86% | 4.61K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 21.55K | SH | $1.09M 0.80% | 21.55K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.17K | SH | $1.01M 0.75% | 2.17K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 14.40K | SH | $986.0K 0.73% | 14.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 25.06K | SH | $946.6K 0.70% | 25.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 27.12K | SH | $865.4K 0.64% | 27.12K | 0.00 | 0.00 |
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