Filed: 1/23/2026ACC: 0002058986-26-000001
📋 What this filing means
SPRINGVEST WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $143.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$143.50M
Total AUM (reported)
2.13M
Total Shares
Allocation by class
INT-TERM CORP$20.98M14.6%
TR UNIT$11.63M8.1%
CL B NEW$11.15M7.8%
COM$10.74M7.5%
VANGUARD ULTRA$10.15M7.1%
CORE FIXED INCOM$9.89M6.9%
SHRT TRM CORP BD$8.67M6.0%
Portfolio Concentration
Top 3$43.76M30.5%
4–10$52.10M36.3%
11–25$28.01M19.5%
Rest$19.63M13.7%
Top 3 weight
30.5%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Sole
Full voting authority
2.13M
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares250.50K
TypeSH
Market value$20.98M
14.62%
Sole
250.50K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares17.05K
TypeSH
Market value$11.63M
8.10%
Sole
17.05K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.18K
TypeSH
Market value$11.15M
7.77%
Sole
22.18K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares203.72K
TypeSH
Market value$10.15M
7.08%
Sole
203.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares232.46K
TypeSH
Market value$9.89M
6.89%
Sole
232.46K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares108.72K
TypeSH
Market value$8.67M
6.04%
Sole
108.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares209.49K
TypeSH
Market value$7.98M
5.56%
Sole
209.49K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares51.18K
TypeSH
Market value$5.90M
4.11%
Sole
51.18K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares191.68K
TypeSH
Market value$5.68M
3.96%
Sole
191.68K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares79.80K
TypeSH
Market value$3.83M
2.67%
Sole
79.80K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares70.21K
TypeSH
Market value$3.29M
2.29%
Sole
70.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.94K
TypeSH
Market value$2.89M
2.02%
Sole
34.94K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares6.60K
TypeSH
Market value$2.61M
1.82%
Sole
6.60K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares22.21K
TypeSH
Market value$2.48M
1.73%
Sole
22.21K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares47.56K
TypeSH
Market value$2.35M
1.64%
Sole
47.56K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares85.28K
TypeSH
Market value$2.34M
1.63%
Sole
85.28K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares85.58K
TypeSH
Market value$2.24M
1.56%
Sole
85.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.67K
TypeSH
Market value$2.09M
1.46%
Sole
31.67K
Shared
0.00
None
0.00
JOHN HANCOCK EXCHANGE TRADED
SOLEShares21.44K
TypeSH
Market value$1.40M
0.98%
Sole
21.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.63K
TypeSH
Market value$1.26M
0.88%
Sole
4.63K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares15.47K
TypeSH
Market value$1.08M
0.75%
Sole
15.47K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares27.15K
TypeSH
Market value$1.03M
0.72%
Sole
27.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.15K
TypeSH
Market value$1.02M
0.71%
Sole
2.15K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares19.18K
TypeSH
Market value$971.5K
0.68%
Sole
19.18K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares28.99K
TypeSH
Market value$944.2K
0.66%
Sole
28.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 250.50K | SH | $20.98M 14.62% | 250.50K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.05K | SH | $11.63M 8.10% | 17.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 22.18K | SH | $11.15M 7.77% | 22.18K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 203.72K | SH | $10.15M 7.08% | 203.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 232.46K | SH | $9.89M 6.89% | 232.46K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 108.72K | SH | $8.67M 6.04% | 108.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 209.49K | SH | $7.98M 5.56% | 209.49K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 51.18K | SH | $5.90M 4.11% | 51.18K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 191.68K | SH | $5.68M 3.96% | 191.68K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 79.80K | SH | $3.83M 2.67% | 79.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 70.21K | SH | $3.29M 2.29% | 70.21K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 34.94K | SH | $2.89M 2.02% | 34.94K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.60K | SH | $2.61M 1.82% | 6.60K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 22.21K | SH | $2.48M 1.73% | 22.21K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 47.56K | SH | $2.35M 1.64% | 47.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 85.28K | SH | $2.34M 1.63% | 85.28K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 85.58K | SH | $2.24M 1.56% | 85.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 31.67K | SH | $2.09M 1.46% | 31.67K | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 21.44K | SH | $1.40M 0.98% | 21.44K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.63K | SH | $1.26M 0.88% | 4.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 15.47K | SH | $1.08M 0.75% | 15.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 27.15K | SH | $1.03M 0.72% | 27.15K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.15K | SH | $1.02M 0.71% | 2.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 19.18K | SH | $971.5K 0.68% | 19.18K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 28.99K | SH | $944.2K 0.66% | 28.99K | 0.00 | 0.00 |
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