13F HOLDINGS REPORT

SpringVest Wealth Management LLC

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0002058986-25-000003

Total Value

$136.0M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (65)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD SCOTTSDALE FDS	92206C870	275,275	$23.2M	17.03%
2	BERKSHIRE HATHAWAY INC DEL	BRK-A	23,173	$11.6M	8.57%
3	SPDR S&P 500 ETF TR	SPY	17,458	$11.6M	8.55%
4	VANGUARD BD INDEX FDS	92203C303	208,889	$10.4M	7.68%
5	VANGUARD SCOTTSDALE FDS	92206C409	109,568	$8.8M	6.44%
6	DIMENSIONAL ETF TRUST	25434V872	166,972	$7.1M	5.25%
7	DIMENSIONAL ETF TRUST	25434V203	173,353	$6.3M	4.63%
8	SCHWAB STRATEGIC TR	808524409	190,751	$5.6M	4.08%
9	AMERICAN ELEC PWR CO INC	025537101	34,479	$3.9M	2.85%
10	DIMENSIONAL ETF TRUST	25434V864	78,780	$3.8M	2.79%
11	DIMENSIONAL ETF TRUST	25434V104	70,269	$3.2M	2.36%
12	VANGUARD MALVERN FDS	922020805	58,234	$2.9M	2.17%
13	VANGUARD ADMIRAL FDS INC	921932885	22,257	$2.5M	1.81%
14	SPDR GOLD TR	GLD	6,889	$2.4M	1.80%
15	SCHWAB STRATEGIC TR	808524797	85,237	$2.3M	1.71%
16	ISHARES TR	464287507	32,582	$2.1M	1.56%
17	SCHWAB STRATEGIC TR	808524102	60,247	$1.5M	1.14%
18	ISHARES TR	464287457	18,666	$1.5M	1.14%
19	JOHN HANCOCK EXCHANGE TRADED	47804J206	22,357	$1.4M	1.06%
20	APPLE INC	AAPL	4,610	$1.2M	0.86%
21	DIMENSIONAL ETF TRUST	25434V591	21,552	$1.1M	0.80%
22	ISHARES TR	464287614	2,165	$1.0M	0.75%
23	DIMENSIONAL ETF TRUST	25434V500	14,403	$986,032	0.73%
24	DIMENSIONAL ETF TRUST	25434V831	25,063	$946,630	0.70%
25	SCHWAB STRATEGIC TR	808524300	27,121	$865,431	0.64%
26	NVIDIA CORPORATION	NVDA	4,562	$851,225	0.63%
27	ISHARES TR	464287200	1,263	$845,159	0.62%
28	SPDR SERIES TRUST	78464A474	23,935	$724,991	0.53%
29	VANGUARD INDEX FDS	922908744	3,836	$715,376	0.53%
30	VANGUARD INDEX FDS	922908629	2,267	$665,909	0.49%
31	DIMENSIONAL ETF TRUST	25434V823	26,803	$639,252	0.47%
32	VANGUARD BD INDEX FDS	921937827	7,852	$619,601	0.46%
33	VANGUARD ADMIRAL FDS INC	921932794	5,066	$616,836	0.45%
34	DIMENSIONAL ETF TRUST	25434V302	19,177	$604,651	0.44%
35	DIMENSIONAL ETF TRUST	25434V401	8,196	$593,718	0.44%
36	SPROTT ASSET MANAGEMENT LP	SII	19,373	$573,828	0.42%
37	WISDOMTREE TR	WT	6,551	$570,134	0.42%
38	SPDR SERIES TRUST	78464A805	6,946	$560,195	0.41%
39	MICROSOFT CORP	MSFT	1,081	$560,099	0.41%
40	PROSHARES TR	74347R206	4,008	$549,950	0.40%
41	DIMENSIONAL ETF TRUST	25434V849	11,374	$545,725	0.40%
42	VANGUARD INDEX FDS	922908363	854	$523,020	0.38%
43	VANGUARD MUN BD FDS	922907746	9,752	$488,283	0.36%
44	SPDR SERIES TRUST	78468R663	4,975	$456,456	0.34%
45	VANGUARD WORLD FD	921910816	1,125	$452,723	0.33%
46	SPDR INDEX SHS FDS	78463X848	11,703	$408,669	0.30%
47	VANGUARD SPECIALIZED FUNDS	921908844	1,600	$345,358	0.25%
48	DUKE ENERGY CORP NEW	DUKB	2,674	$330,936	0.24%
49	UNIFIED SER TR	UFI	7,009	$308,746	0.23%
50	PROSHARES TR	74347R107	2,713	$304,223	0.22%
51	CHEVRON CORP NEW	CVX	1,816	$282,007	0.21%
52	VANGUARD INTL EQUITY INDEX F	922042874	3,479	$277,624	0.20%
53	PACER FDS TR	69374H881	4,767	$273,959	0.20%
54	AMAZON COM INC	AMZN	1,229	$269,852	0.20%
55	ASTERA LABS INC	ALAB	1,377	$269,617	0.20%
56	VANGUARD INDEX FDS	922908769	814	$267,146	0.20%
57	ISHARES TR	464287432	2,900	$259,173	0.19%
58	PHILIP MORRIS INTL INC	718172109	1,550	$251,410	0.18%
59	VANGUARD INTL EQUITY INDEX F	922042775	3,369	$240,446	0.18%
60	DIMENSIONAL ETF TRUST	25434V708	6,068	$234,043	0.17%
61	CONOCOPHILLIPS	COP	2,337	$221,036	0.16%
62	ALPHABET INC	GOOG	898	$218,708	0.16%
63	EMERSON ELEC CO	EMR	1,600	$209,888	0.15%
64	HARRIS OAKMARK ETF TRUST	41456U106	7,782	$208,402	0.15%
65	HARBOR ETF TRUST	41151J406	6,504	$202,665	0.15%