SpringVest Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002058986
13F-HR · 18 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
95.8%
SpringVest Wealth Management LLC — $62.8M AUM allocation strategy
SpringVest Wealth Management LLC files SEC Form 13F and reports $62.8M of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Financials 34.7%, followed by Utilities 11.1% and Information Technology 4.3%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SpringVest Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$62.8M
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +1.2K sh · +$271K+$XOM +898 sh · +$239K+$MSFT +694 sh · +$132K
Biggest trims (shares)
−$VOO −4.35K sh · −$196K−$IVV −1.5K sh · −$180K−$AEP −890 sh · +$690K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$JPM ($297K last qtr)$GS ($217K last qtr)$EMR ($213K last qtr)$XLV ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage18.2%—
- Multi-Sector Holdings16.5%—
- Electric Utilities11.1%—
- Technology Hardware, Storage & Peripherals1.9%—
- Semiconductors1.4%—
- Integrated Oil & Gas1.3%—
- Systems Software1.1%—
- Oil & Gas Exploration & Production0.5%—
- Other holdings48.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 391K | $11.4M | +1.2K | 18.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 21.6K | $10.4M | -542 | 16.5% |
| $AEP | American Electric Power Company Inc | 50.3K | $6.59M | -890 | 10.5% |
| $AAPL | Apple Inc | 4.58K | $1.16M | -48 | 1.9% |
| $NVDA | NVIDIA Corporation | 5.01K | $873K | +444 | 1.4% |
| $MSFT | Microsoft Corporation | 1.8K | $666K | +694 | 1.1% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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