13F Insight
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DOSSIER · 13F-HR · Q2 2026

SpringVest Wealth Management LLC

$159M in tracked AUM across 74 positions as of Q2 2026.

SW
CIK 0002058986 · last filed Jun 30, 2026
Total AUM
$159M
as of Q2 2026
Holdings
74
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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