Institutions / Wellspring Financial Advisors, LLC
Wellspring Financial Advisors, LLC
CIK 1811308 · Institution · as of Dec 31, 2025
Portfolio value
$1.26B
Positions
274
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 274 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares S&P 500 Index | $272.82M | 21.6% |
| iShares Core MSCI Eafe ETF | $99.21M | 7.8% |
| Goldman Sachs Physical Gold ETF | $84.78M | 6.7% |
| Vanguard High Dividend Yield | $77.21M | 6.1% |
| Vanguard Total Stk Mkt | $61.74M | 4.9% |
| iShares Semiconductor ETF | $45.18M | 3.6% |
| Health Care Select Sector SPDR | $43.61M | 3.4% |
| iShares Russell 1000 Growth ETF | $34.89M | 2.8% |
| iShares Core MSCI Emerging Markets ETF | $31.06M | 2.5% |
| iShares S&P North Amer Tech-Software | $30.29M | 2.4% |
| Vanguard Short-Term Treasury ETF | $28.34M | 2.2% |
| Apple Inc. | $27.92M | 2.2% |
| SPDR S&P 500 ETF Trust | $26.83M | 2.1% |
| iShares 0-3 Month Treasury Bond ETF | $21.53M | 1.7% |
| Technology Select Sector SPDR | $20.42M | 1.6% |
| NVIDIA Corp | $16.69M | 1.3% |
| Microsoft Corp | $16.14M | 1.3% |
| Vanguard Value ETF | $13.91M | 1.1% |
| Amazon.com Inc | $13.01M | 1.0% |
| Vanguard Growth ETF | $11.80M | 0.9% |
| Vanguard S&P 500 ETF | $11.67M | 0.9% |
| SPDR S&P Midcap 400 ETF Trust | $11.15M | 0.9% |
| Alphabet Inc. | $11.00M | 0.9% |
| iShares S&P 500 Growth ETF | $10.67M | 0.8% |
| iShares Russell 1000 Value ETF | $8.77M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.