SpringVest Wealth Management
SpringVest Wealth Management reported 81 stocks worth $164M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VCIT (11.1%), SPY (8.3%) and DFCF (6.5%). Compared with Q2 2026, the fund opened new positions in VBIL, FITB and DFAR, added to SPY, DFCF and DFAI, trimmed VCIT, BRK.B and VUSB and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $18.1M | 11.1% | 232K | −20K (−8%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $13.5M | 8.3% | 18K | +443 (+3%) | 8 of 8 | |
| 3 |  DFCF Dimensional Core Fixed | $10.6M | 6.5% | 265K | +2,572 (+1%) | 8 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $10.6M | 6.5% | 21K | −296 (−1%) | 8 of 8 | |
| 5 |  DFAI Dimensional Intern Core | $9.8M | 6.0% | 238K | +14K (+6%) | 8 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $8.7M | 5.3% | 112K | +4,321 (+4%) | 8 of 8 | |
| 7 |  VUSB Van Ultra Shrt Bnd | $8.4M | 5.1% | 169K | −9,460 (−5%) | 8 of 8 | |
| 8 |  SCHV Schwab US Large Cap | $6.4M | 3.9% | 191K | −1,426 (−1%) | 8 of 8 | |
| 9 |  DFSD Dimensional Shrt Drt Fxd | $6.3M | 3.9% | 136K | +9,881 (+8%) | 8 of 8 | |
| 10 |  AEP American Elec Pwr Co Inc | $5.8M | 3.6% | 49K | −433 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.1M | 27K |
DIMENSIONAL US REAL | $664K | 25K |
 XOM Exxon Mobil Corp | $362K | 2,650 |
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SpringVest Wealth Management 13F FAQ
What does SpringVest Wealth Management own?
SpringVest Wealth Management reported 81 stocks worth $164M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VCIT (11.1%), SPY (8.3%) and DFCF (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did SpringVest Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 35 added to, 18 trimmed and 3 sold out. New positions include VBIL, FITB and DFAR. It sold all of XOM.
When will SpringVest Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SpringVest Wealth Management's portfolio worth?
The Q3 2026 filing reports $164M 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.