13F Filings History of SpringVest Wealth Management LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$143,500,799
Signature - Title
Timothy Dwight - CEO
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by SpringVest Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SpringVest Wealth Management LLC reported 73 stock holdings with total value $143,500,799 as of Q4 2025. Top holdings included VCIT, SPY, BRKB, VUSB, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $143,500,799 +$11,581,147 -$4,940,839 +$6,640,308 VCIT, SPY, BRKB, VUSB, DFCF 13F-HR 22 Jan 2026, 17:46
Q3 2025 65 $135,991,741 +$10,938,036 -$3,490,062 +$7,447,974 VCIT, BRKB, SPY, VUSB, VCSH 13F-HR 04 Nov 2025, 21:42
Q2 2025 61 $123,495,054 +$5,471,224 -$5,535,620 -$64,396 VCIT, BRKB, SPY, VUSB, VCSH 13F-HR 23 Jul 2025, 15:49
Q1 2025 56 $120,609,563 +$5,151,719 -$3,544,226 +$1,607,493 VCIT, BRKB, SPY, VUSB, VCSH 13F-HR 06 May 2025, 15:45
Q4 2024 53 $116,733,318 $0 $0 $0 VCIT, BRKB, SPY, VUSB, VCSH 13F-HR 10 Mar 2025, 16:57