Notify me when Wellspring Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 274 | $993,094,549 | +$161,100,773 | -$16,244,389 | +$144,856,384 | IVV, IEFA, AAAU, SOXX, XLV | 13F-HR | 11 Feb 2026, 15:09 |
| Q3 2025 | 178 | $831,832,084 | +$129,228,417 | -$104,161,305 | +$25,067,112 | IVV, IEFA, AAAU, SOXX, XLV | 13F-HR | 13 Nov 2025, 14:16 |
| Q2 2025 | 181 | $740,550,588 | +$55,269,811 | -$38,216,699 | +$17,053,112 | IVV, IEFA, AAAU, IWF, SGOV | 13F-HR | 13 Aug 2025, 12:58 |
| Q1 2025 | 139 | $690,747,489 | +$28,617,211 | -$53,119,604 | -$24,502,393 | IVV, IEFA, AAAU, SGOV, SHY | 13F-HR | 15 May 2025, 11:57 |
| Q4 2024 | 147 | $647,892,912 | +$78,941,564 | -$21,302,359 | +$57,639,205 | IVV, SGOV, AAAU, IWF, XLY | 13F-HR | 13 Feb 2025, 09:11 |
| Q3 2024 | 166 | $625,047,718 | +$119,413,165 | -$53,639,285 | +$65,773,880 | IVV, SGOV, IEFA, AAAU, IWF | 13F-HR | 13 Nov 2024, 11:12 |
| Q2 2024 | 151 | $568,368,331 | +$92,890,714 | -$6,943,023 | +$85,947,691 | IVV, IEFA, AAAU, IWF, XLY | 13F-HR | 12 Aug 2024, 12:57 |
| Q1 2024 | 142 | $472,646,745 | +$189,184,772 | -$28,851,650 | +$160,333,122 | IVV, IEFA, AAAU, IWF, XLY | 13F-HR | 01 May 2024, 11:21 |
| Q4 2023 | 136 | $293,230,120 | +$50,124,804 | -$19,050,891 | +$31,073,913 | SGOV, IVV, IWF, SPY, MDY | 13F-HR | 13 Feb 2024, 09:08 |
| Q3 2023 | 122 | $241,132,950 | +$8,285,227 | -$8,799,566 | -$514,339 | SGOV, IWF, IVV, SPY, MDY | 13F-HR | 14 Nov 2023, 11:01 |
| Q2 2023 | 116 | $251,261,980 | +$31,548,956 | -$23,336,543 | +$8,212,413 | SGOV, IWF, SPY, IVV, MDY | 13F-HR | 11 Aug 2023, 11:43 |
| Q1 2023 | 125 | $232,522,777 | +$44,717,163 | -$11,166,674 | +$33,550,489 | SGOV, IWF, SPY, IVV, MDY | 13F-HR | 12 May 2023, 14:06 |
| Q4 2022 | 130 | $190,163,736 | +$30,532,837 | -$11,047,822 | +$19,485,015 | IWF, SPY, MDY, SDY, IVV | 13F-HR | 13 Feb 2023, 18:11 |
| Q3 2022 | 101 | $161,532,000 | +$7,078,816 | -$6,087,220 | +$991,596 | IWF, SPY, MDY, SDY, IVV | 13F-HR | 14 Nov 2022, 08:31 |
| Q2 2022 | 101 | $170,055,000 | +$24,482,772 | -$24,124,333 | +$358,439 | IWF, SPY, MDY, SDY, IVV | 13F-HR | 12 Aug 2022, 15:08 |
| Q1 2022 | 132 | $197,668,000 | +$9,827,131 | -$12,413,352 | -$2,586,221 | IWF, MDY, SPY, IVV, SDY | 13F-HR | 10 May 2022, 14:35 |
| Q4 2021 | 108 | $358,886,000 | +$6,136,403 | -$2,754,541 | +$3,381,862 | VTI, IWF, MDY, SPY, VTV | 13F-HR | 03 Jan 2022, 15:13 |
| Q3 2021 | 104 | $194,937,000 | +$3,662,091 | -$6,557,972 | -$2,895,881 | IWF, MDY, SPY, SDY, IVV | 13F-HR | 12 Nov 2021, 12:20 |
| Q2 2021 | 100 | $317,824,000 | +$27,135,104 | -$21,214,002 | +$5,921,102 | VTI, IWF, MDY, SPY, IGV | 13F-HR | 13 Aug 2021, 11:41 |
| Q1 2021 | 89 | $34,668,000 | $0 | $0 | $0 | BND, IAU, VGIT, IJJ, AGG | 13F-HR | 17 May 2021, 13:11 |
| Q4 2020 | 92 | $286,502,000 | +$27,987,461 | -$20,258,472 | +$7,728,989 | VTI, IWF, MDY, SPY, IAU | 13F-HR | 16 Feb 2021, 06:51 |
| Q3 2020 | 89 | $255,226,000 | +$5,653,600 | -$7,347,205 | -$1,693,605 | VTI, IWF, MDY, SPY, IAU | 13F-HR | 13 Nov 2020, 12:53 |
| Q2 2020 | 88 | $242,273,000 | +$19,634,640 | -$23,267,618 | -$3,632,978 | VTI, IWF, MDY, SPY, IAU | 13F-HR | 14 Aug 2020, 10:23 |
| Q1 2020 | 89 | $207,350,000 | $0 | $0 | $0 | VTI, MDY, IWF, BND, SPY | 13F-HR | 14 May 2020, 13:39 |