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Home > Institutional Investor > Springvest Wealth Management Llc > Profile

Instuitional Investor - Springvest Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Springvest Wealth Management Llc
Portfolio Value $116,733,318
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 274,049 $21,997,912 18.84%
2.
Berkshire Hathaway Inc
 BRKB 24,626 $11,162,397 9.56%
3.
Spdr S & P 500 Etf Trust
 SPY 17,582 $10,338,933 8.86%
4.
Vanguard Bd Index Fds - VANGUARD ULTRA
 201,421 $9,994,519 8.56%
5.
Vanguard Scottsdale Funds
 103,182 $8,049,234 6.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)