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Portfolio (Quarterly) Guide ↗

Wellspring Financial Advisors, LLC

· CIK 0001811308
13F Portfolio $1.5B AUM 288 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 288 New
Page 5 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC. Communication Services 19,030.0 $1.4M 0.09% NEW $71.52 +6.3%
82 IWM ISHARES TR 4,448.0 $1.3M 0.09% NEW $300.45 +1.2%
83 VGT VANGUARD WORLD FD 11,102.0 $1.3M 0.09% NEW $119.52 +2.5%
84 UNH UNITEDHEALTH GROUP INC Healthcare 3,115.0 $1.3M 0.09% NEW $415.78 -4.8%
85 TJX TJX COS INC NEW Consumer Cyclical 8,518.0 $1.3M 0.09% NEW $151.50 -0.4%
86 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 37,224.0 $1.3M 0.09% NEW $34.49 +9.1%
87 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,365.0 $1.3M 0.08% NEW $123.11 +25.3%
88 VGK VANGUARD INTL EQUITY INDEX F 14,383.0 $1.3M 0.08% NEW $88.54 +4.0%
89 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 105,262.0 $1.3M 0.08% NEW $11.90 -3.0%
90 PANW PALO ALTO NETWORKS INC Technology 3,622.0 $1.2M 0.08% NEW $341.02 +10.2%
91 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 156,379.0 $1.2M 0.08% NEW $7.86 +5.9%
92 ISRG INTUITIVE SURGICAL INC Healthcare 3,053.0 $1.2M 0.08% NEW $398.02 -1.9%
93 IWR ISHARES TR 10,932.0 $1.2M 0.08% NEW $110.32 +3.5%
94 VWO VANGUARD INTL EQUITY INDEX F 19,361.0 $1.2M 0.08% NEW $59.69 +1.2%
95 IJJ ISHARES TR 7,795.0 $1.2M 0.08% NEW $147.72 +2.1%
96 HWM HOWMET AEROSPACE INC Industrials 4,269.0 $1.1M 0.08% NEW $268.86 +7.5%
97 DVY ISHARES TR 7,205.0 $1.1M 0.07% NEW $156.30 +5.1%
98 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 6,209.0 $1.1M 0.07% NEW $181.15 +10.6%
99 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 12,305.0 $1.1M 0.07% NEW $87.04 +8.4%
100 IPAC ISHARES TR 12,039.0 $986K 0.07% NEW $81.93 +5.7%
Page 5 of 15  ·  288 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.0%
Technology 27.6%
Communication Services 8.0%
Healthcare 6.3%
Consumer Cyclical 5.9%
Industrials 5.1%
Consumer Defensive 2.2%
Energy 1.6%
Utilities 1.0%
Basic Materials 0.9%