Portfolio (Quarterly) Guide ↗

SpringVest Wealth Management LLC

· CIK 0002058986

13F Portfolio $159M AUM 74 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 25 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TLT	ISHARES TR	—	2,580	$224K	0.15%	SOLD
2	CACI	CACI INTL INC	Technology	390	$212K	0.14%	SOLD

Sector Allocation

Financial Services 55.6%

Utilities 24.7%

Technology 13.7%

Energy 3.2%

Consumer Cyclical 1.1%

Consumer Defensive 0.9%

Industrials 0.7%