SpringVest Wealth Management LLC Historic Quarter Change: USA ETF, Sold Out

SpringVest Wealth Management LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, SpringVest Wealth Management LLC opened 38 positions, added to 117, reduced 87 and sold out of 22.

Q2 2026: Stock DFCF; Country of operation —; Class CORE FIXED INCOM; Shares before 267,651.
Q2 2026: Stock DFSD; Country of operation —; Class SHORT DURATION F; Shares before 107,082.
Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 16,542.
Q2 2026: Stock DUSB; Country of operation —; Class ULTRASHORT FIXED; Shares before 22,317.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2058986), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q2 2026	DFCF DIMENSIONAL ETF TRUST	CORE FIXED INCOM	267,651	-267,651	$11,300,226	$0	-$11,300,226	2026-07-22
Q2 2026	DFSD DIMENSIONAL ETF TRUST	SHORT DURATION F	107,082	-107,082	$5,127,092	$0	-$5,127,092	2026-07-22
Q2 2026	DFUS DIMENSIONAL ETF TRUST	US EQUITY MARKET	16,542	-16,542	$1,172,993	$0	-$1,172,993	2026-07-22
Q2 2026	DUSB DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	22,317	-22,317	$1,131,695	$0	-$1,131,695	2026-07-22
Q2 2026	DUHP DIMENSIONAL ETF TRUST	US HIGH PROFITAB	26,441	-26,441	$971,971	$0	-$971,971	2026-07-22
Q2 2026	DFAR DIMENSIONAL ETF TRUST	US REAL ESTATE E	25,159	-25,159	$595,010	$0	-$595,010	2026-07-22
Q2 2026	SPTM SPDR SERIES TRUST	STATE STREET SPD	6,946	-6,946	$549,151	$0	-$549,151	2026-07-22
Q2 2026	SPSB SPDR SERIES TRUST	STATE STREET SPD	16,900	-16,900	$508,183	$0	-$508,183	2026-07-22
Q2 2026	CWI SPDR INDEX SHS FDS	STATE STREET SPD	13,520	-13,520	$494,697	$0	-$494,697	2026-07-22
Q2 2026	BIL SPDR SERIES TRUST	STATE STREET SPD	3,656	-3,656	$335,036	$0	-$335,036	2026-07-22
Q2 2026	DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	6,068	-6,068	$235,802	$0	-$235,802	2026-07-22
Q2 2026	TLT ISHARES TR	20 YR TR BD ETF	2,580	-2,580	$223,660	$0	-$223,660	2026-07-22
Q1 2026	CWI SPDR INDEX SHS FDS	MSCI ACWI EXUS	16,287	-16,287	$585,029	$0	-$585,029	2026-04-21
Q1 2026	DFIP DIMENSIONAL ETF TRUST	INFLATION PROTE	5,264	-5,264	$218,744	$0	-$218,744	2026-04-21
Q1 2026	EFA ISHARES TR	MSCI EAFE ETF	2,134	-2,134	$204,928	$0	-$204,928	2026-04-21
Q1 2026	XLV SELECT SECTOR SPDR TR	STATE STREET HEA	1,302	-1,302	$201,567	$0	-$201,567	2026-04-21
Q4 2025	SPSB SPDR SERIES TRUST	PORTFOLIO SHORT	23,935	-23,935	$724,991	$0	-$724,991	2026-01-23
Q4 2025	SPTM SPDR SERIES TRUST	PORTFOLI S&P1500	6,946	-6,946	$560,195	$0	-$560,195	2026-01-23
Q4 2025	BIL SPDR SERIES TRUST	BLOOMBERG 1-3 MO	4,975	-4,975	$456,456	$0	-$456,456	2026-01-23
Q3 2025	VGIT VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	5,738	-5,738	$343,190	$0	-$343,190	2025-11-05
Q1 2025	IJR ISHARES TR	CORE S&P SCP ETF	2,295	-2,295	$264,401	$0	-$264,401	2025-05-06
Q1 2025	DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	6,028	-6,028	$208,509	$0	-$208,509	2025-05-06

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