Filed: 4/21/2026ACC: 0002058986-26-000004
📋 What this filing means
SPRINGVEST WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $146.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$146.41M
Total AUM (reported)
2.21M
Total Shares
Allocation by class
INT-TERM CORP$21.02M14.4%
CORE FIXED INCOM$11.30M7.7%
COM$10.99M7.5%
TR UNIT$10.89M7.4%
CL B NEW$10.37M7.1%
VANGUARD ULTRA$9.95M6.8%
SHRT TRM CORP BD$8.57M5.9%
Portfolio Concentration
Top 3$43.21M29.5%
4–10$55.00M37.6%
11–25$28.72M19.6%
Rest$19.48M13.3%
Top 3 weight
29.5%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 2.21M
Sole
Full voting authority
2.21M
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)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares254.04K
TypeSH
Market value$21.02M
14.36%
Sole
254.04K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares267.65K
TypeSH
Market value$11.30M
7.72%
Sole
267.65K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares16.74K
TypeSH
Market value$10.89M
7.44%
Sole
16.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.64K
TypeSH
Market value$10.37M
7.08%
Sole
21.64K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares199.81K
TypeSH
Market value$9.95M
6.79%
Sole
199.81K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares108.09K
TypeSH
Market value$8.57M
5.85%
Sole
108.09K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares219.68K
TypeSH
Market value$8.56M
5.85%
Sole
219.68K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares50.29K
TypeSH
Market value$6.59M
4.50%
Sole
50.29K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares191.40K
TypeSH
Market value$5.84M
3.99%
Sole
191.40K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares107.08K
TypeSH
Market value$5.13M
3.50%
Sole
107.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.03K
TypeSH
Market value$2.97M
2.03%
Sole
36.03K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares64.35K
TypeSH
Market value$2.90M
1.98%
Sole
64.35K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares6.62K
TypeSH
Market value$2.85M
1.95%
Sole
6.62K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares82.80K
TypeSH
Market value$2.54M
1.74%
Sole
82.80K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares22.12K
TypeSH
Market value$2.53M
1.73%
Sole
22.12K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares89.54K
TypeSH
Market value$2.25M
1.54%
Sole
89.54K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares43.87K
TypeSH
Market value$2.19M
1.50%
Sole
43.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.32K
TypeSH
Market value$2.05M
1.40%
Sole
30.32K
Shared
0.00
None
0.00
JOHN HANCOCK EXCHANGE TRADED
SOLEShares22.43K
TypeSH
Market value$1.51M
1.03%
Sole
22.43K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares13.96K
TypeSH
Market value$1.32M
0.90%
Sole
13.96K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares16.54K
TypeSH
Market value$1.17M
0.80%
Sole
16.54K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.58K
TypeSH
Market value$1.16M
0.79%
Sole
4.58K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.32K
TypeSH
Market value$1.13M
0.77%
Sole
22.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares15.19K
TypeSH
Market value$1.08M
0.74%
Sole
15.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares31.64K
TypeSH
Market value$1.07M
0.73%
Sole
31.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 254.04K | SH | $21.02M 14.36% | 254.04K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 267.65K | SH | $11.30M 7.72% | 267.65K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 16.74K | SH | $10.89M 7.44% | 16.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.64K | SH | $10.37M 7.08% | 21.64K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 199.81K | SH | $9.95M 6.79% | 199.81K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 108.09K | SH | $8.57M 5.85% | 108.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 219.68K | SH | $8.56M 5.85% | 219.68K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 50.29K | SH | $6.59M 4.50% | 50.29K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 191.40K | SH | $5.84M 3.99% | 191.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 107.08K | SH | $5.13M 3.50% | 107.08K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 36.03K | SH | $2.97M 2.03% | 36.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 64.35K | SH | $2.90M 1.98% | 64.35K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.62K | SH | $2.85M 1.95% | 6.62K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 82.80K | SH | $2.54M 1.74% | 82.80K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 22.12K | SH | $2.53M 1.73% | 22.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 89.54K | SH | $2.25M 1.54% | 89.54K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 43.87K | SH | $2.19M 1.50% | 43.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 30.32K | SH | $2.05M 1.40% | 30.32K | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 22.43K | SH | $1.51M 1.03% | 22.43K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 13.96K | SH | $1.32M 0.90% | 13.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 16.54K | SH | $1.17M 0.80% | 16.54K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.58K | SH | $1.16M 0.79% | 4.58K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 22.32K | SH | $1.13M 0.77% | 22.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 15.19K | SH | $1.08M 0.74% | 15.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 31.64K | SH | $1.07M 0.73% | 31.64K | 0.00 | 0.00 |
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