Long-term investor
Springvest Wealth Management LLC @springvestwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058986).
Record
- Tracked since 2025-06-30 (449 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.4% · 1 year n/a · all +3.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C870 · 13.1% · long · since 2025-06-30
- 78462F103 · 8.1% · long · since 2025-06-30
- 25434V872 · 7.0% · long · since 2025-06-30
- BRK-B · 6.8% · long · since 2025-06-30
- 25434V203 · 5.8% · long · since 2025-06-30
- 92203C303 · 5.6% · long · since 2025-06-30
- 92206C409 · 5.4% · long · since 2025-06-30
- AEP · 4.3% · long · since 2025-06-30
- 808524409 · 4.2% · long · since 2025-06-30
- 25434V864 · 3.8% · long · since 2025-06-30
- 25434V104 · 2.2% · long · since 2025-06-30
- 808524797 · 1.7% · long · since 2025-06-30