13F HOLDINGS REPORT

SpringVest Wealth Management LLC

Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001085146-25-004068

Total Value

$123.5M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (61)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD SCOTTSDALE FDS	92206C870	256,317	$21.3M	17.21%
2	BERKSHIRE HATHAWAY INC DEL	BRK-A	23,975	$11.6M	9.43%
3	SPDR S&P 500 ETF TR	SPY	17,706	$11.0M	8.88%
4	VANGUARD BD INDEX FDS	92203C303	190,511	$9.5M	7.69%
5	VANGUARD SCOTTSDALE FDS	92206C409	109,117	$8.7M	7.02%
6	SCHWAB STRATEGIC TR	808524409	195,326	$5.4M	4.38%
7	DIMENSIONAL ETF TRUST	25434V203	154,427	$5.3M	4.32%
8	DIMENSIONAL ETF TRUST	25434V872	105,686	$4.5M	3.62%
9	AMERICAN ELEC PWR CO INC	025537101	34,478	$3.6M	2.90%
10	DIMENSIONAL ETF TRUST	25434V104	72,751	$3.1M	2.50%
11	VANGUARD MALVERN FDS	922020805	55,093	$2.8M	2.24%
12	VANGUARD ADMIRAL FDS INC	921932885	22,454	$2.4M	1.91%
13	DIMENSIONAL ETF TRUST	25434V864	47,883	$2.3M	1.86%
14	ISHARES TR	464287457	26,452	$2.2M	1.77%
15	SCHWAB STRATEGIC TR	808524797	82,331	$2.2M	1.77%
16	ISHARES TR	464287507	32,841	$2.0M	1.65%
17	SPDR GOLD TR	GLD	6,297	$1.9M	1.55%
18	JOHN HANCOCK EXCHANGE TRADED	47804J206	21,379	$1.3M	1.06%
19	SCHWAB STRATEGIC TR	808524102	47,552	$1.1M	0.92%
20	SPDR SERIES TRUST	78468R663	12,160	$1.1M	0.90%
21	APPLE INC	AAPL	4,801	$985,007	0.80%
22	DIMENSIONAL ETF TRUST	25434V500	14,435	$919,678	0.74%
23	ISHARES TR	464287614	2,162	$917,942	0.74%
24	DIMENSIONAL ETF TRUST	25434V831	24,908	$885,728	0.72%
25	SCHWAB STRATEGIC TR	808524300	27,121	$792,204	0.64%
26	ISHARES TR	464287200	1,263	$784,041	0.63%
27	NVIDIA CORPORATION	NVDA	4,591	$725,414	0.59%
28	SPDR SERIES TRUST	78464A474	23,972	$723,715	0.59%
29	VANGUARD BD INDEX FDS	921937827	8,234	$648,016	0.52%
30	VANGUARD INDEX FDS	922908629	2,179	$612,084	0.50%
31	SPDR INDEX SHS FDS	78463X848	18,052	$589,578	0.48%
32	VANGUARD ADMIRAL FDS INC	921932794	5,066	$580,985	0.47%
33	DIMENSIONAL ETF TRUST	25434V302	19,760	$572,052	0.46%
34	VANGUARD INDEX FDS	922908744	3,164	$562,254	0.46%
35	DIMENSIONAL ETF TRUST	25434V849	11,374	$539,469	0.44%
36	WISDOMTREE TR	WT	6,551	$538,099	0.44%
37	MICROSOFT CORP	MSFT	1,080	$537,226	0.44%
38	SPDR SERIES TRUST	78464A805	6,946	$520,186	0.42%
39	VANGUARD MUN BD FDS	922907746	10,553	$517,414	0.42%
40	SPROTT PHYSICAL GOLD TR	SII	19,373	$491,106	0.40%
41	VANGUARD INDEX FDS	922908363	850	$484,308	0.39%
42	DIMENSIONAL ETF TRUST	25434V823	20,392	$478,396	0.39%
43	PROSHARES TR	74347R206	4,003	$471,682	0.38%
44	DIMENSIONAL ETF TRUST	25434V401	6,793	$455,267	0.37%
45	HARBOR ETF TRUST	41151J406	14,988	$436,526	0.35%
46	VANGUARD WORLD FD	921910816	1,125	$412,372	0.33%
47	VANGUARD SCOTTSDALE FDS	92206C706	5,738	$343,190	0.28%
48	VANGUARD SPECIALIZED FUNDS	921908844	1,600	$328,956	0.27%
49	DUKE ENERGY CORP NEW	DUKB	2,689	$317,309	0.26%
50	ISHARES TR	464287432	3,462	$305,522	0.25%
51	PHILIP MORRIS INTL INC	718172109	1,622	$297,605	0.24%
52	ENERGY TRANSFER L P	ET-PI	15,917	$288,582	0.23%
53	UNIFIED SER TR	UFI	6,959	$274,741	0.22%
54	AMAZON COM INC	AMZN	1,245	$273,141	0.22%
55	VANGUARD INTL EQUITY INDEX F	922042874	3,479	$269,623	0.22%
56	PROSHARES TR	74347R107	2,703	$264,679	0.21%
57	CHEVRON CORP NEW	CVX	1,814	$259,747	0.21%
58	VANGUARD INTL EQUITY INDEX F	922042775	3,369	$226,464	0.18%
59	DIMENSIONAL ETF TRUST	25434V708	6,068	$217,477	0.18%
60	EMERSON ELEC CO	EMR	1,600	$213,328	0.17%
61	CONOCOPHILLIPS	COP	2,336	$209,617	0.17%