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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002058986

SpringVest Wealth Management LLC

DALLAS, TX · File #028-25448

Latest AUM
$143.5M
Positions
73
Top-10 Concentration
69.5%
Filings
5

Sector Allocation

Technology
2.0%$2.9M
Financials
0.6%$926,818
Energy
0.5%$706,733
Industrials
0.1%$212,617

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SCOTTSDALE FDS92206C870250,501$21.0M15.22%
2SPDR S&P 500 ETF TRSPY17,053$11.6M8.43%
3BERKSHIRE HATHAWAY INC DELBRK-A22,179$11.1M8.09%
4VANGUARD BD INDEX FDS92203C303203,716$10.2M7.36%
5DIMENSIONAL ETF TRUST25434V872232,460$9.9M7.18%
6VANGUARD SCOTTSDALE FDS92206C409108,719$8.7M6.29%
7DIMENSIONAL ETF TRUST25434V203209,489$8.0M5.79%
8AMERICAN ELEC PWR CO INC02553710151,177$5.9M4.28%
9SCHWAB STRATEGIC TR808524409191,684$5.7M4.12%
10DIMENSIONAL ETF TRUST25434V86479,803$3.8M2.78%
11DIMENSIONAL ETF TRUST25434V10470,211$3.3M2.38%
12ISHARES TR46428745734,939$2.9M2.10%
13SPDR GOLD TRGLD6,596$2.6M1.90%
14VANGUARD ADMIRAL FDS INC92193288522,211$2.5M1.80%
15VANGUARD MALVERN FDS92202080547,563$2.4M1.71%
16SCHWAB STRATEGIC TR80852479785,282$2.3M1.70%
17SCHWAB STRATEGIC TR80852410285,577$2.2M1.63%
18ISHARES TR46428750731,667$2.1M1.52%
19JOHN HANCOCK EXCHANGE TRADED47804J20621,438$1.4M1.02%
20APPLE INCAAPL4,627$1.3M0.91%