Bluespring Wealth Management
Bluespring Wealth Management reported 549 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AAPL (4.7%), QUAL (4.4%) and IVV (4.2%). Compared with Q1 2026, the fund opened new positions in DGRO, PYLD and IEFA, added to AAPL, QUAL and IVV and sold out of IEI, TSCO and CI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $242M | 4.7% | 836K | +698K (+505%) | 8 of 8 | |
| 2 |  QUAL Ishares TR | $230M | 4.4% | 1M | +267K (+34%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $218M | 4.2% | 291K | +283K (+3544%) | 8 of 8 | |
| 4 |  SCHF Schwab International | $131M | 2.5% | 4.7M | +1.1M (+31%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $130M | 2.5% | 363K | +351K (+2998%) | 8 of 8 | |
| 6 |  OEF Ishares S&P 100 ETF | $110M | 2.1% | 302K | +80K (+36%) | 8 of 8 | |
| 7 |  DGRW Wisdomtree TR | $104M | 2.0% | 1.1M | +372K (+52%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $103M | 2.0% | 433K | +417K (+2649%) | 8 of 8 | |
| 9 |  DGRO Ishares TR | $101M | 1.9% | 1.3M | New position | 1 of 8 | |
| 10 |  PYLD Pimco ETF TR | $96.5M | 1.9% | 3.6M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IEI Ishares TR | $73M | 616K |
HONEYWELL INTL INC | $1.5M | 6,706 |
 TSCO Tractor Supply Co | $1.1M | 24K |
 CI The Cigna Group | $1.1M | 3,986 |
 CVS Cvs Health Corp | $870K | 12K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bluespring Wealth Management 13F FAQ
What does Bluespring Wealth Management own?
Bluespring Wealth Management reported 549 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AAPL (4.7%), QUAL (4.4%) and IVV (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Bluespring Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 350 new positions, 185 added to, 11 trimmed and 9 sold out. New positions include DGRO, PYLD and IEFA. It sold all of IEI, TSCO and CI.
When will Bluespring Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bluespring Wealth Management's portfolio worth?
The Q2 2026 filing reports $5.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.