What does Wellspring Financial Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Wellspring Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES S&P 500 INDEX

$264M405K19.8%

GOLDMAN SACHS PHYSICAL GOLD ETF

$95M2.1M7.2%

ISHARES CORE MSCI EAFE ETF

$91M1.6M6.8%

VANGUARD HIGH DIVIDEND YIELD

$67M2.9M5.0%

VANGUARD TOTAL STK MKT

$56M6.2M4.2%

ISHARES SEMICONDUCTOR ETF

$50M152K3.7%

APPLE INC

$46M180K3.4%

VANGUARD SHORT-TERM TREASURY ETF

$45M769K3.4%

HEALTH CARE SELECT SECTOR SPDR

$40M272K3.0%

ISHARES CORE MSCI EMERGING MARKETS ETF

$39M874K2.9%

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