SpringVest Wealth Management LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm holds equity securities in 81 separate companies and exchange-traded funds.
The portfolio is heavily weighted toward large-cap U.S. equities and broad market index funds. The top holdings by share count include Berkshire Hathaway Inc. Class B, with 21,306 shares, and Exxon Mobil Holdings Corp., with 3,223 shares. Other notable individual stock positions include Apple Inc., with 4,847 shares, and Microsoft Corporation, with 2,191 shares.
The filing also lists significant positions in various exchange-traded funds (ETFs). The largest ETF holding is the Vanguard Ultra-Short Bond ETF, with 168,639 shares. Other major ETF positions include the Schwab Strategic Trust US Large Cap Value ETF (190,900 shares), the SPDR Gold Shares (66,322 shares), and the Vanguard Total Stock Market ETF (1,633 shares).
Timothy Dwight, the CEO of SpringVest Wealth Management, is listed as the authorized signatory for the report, which was submitted on October 27, 2026.
