SpringVest Wealth Management LLC
SpringVest Wealth Management LLC reported 74 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
SpringVest Wealth Management LLC reported 74 holdings worth US$159M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., American Electric Power Company, Inc. and Apple Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 21,602 | US$10.8M | 6.8% |
| American Electric Power Company, Inc. | 49,687 | US$6.8M | 4.3% |
| Apple Inc | 4,595 | US$1.33M | 0.84% |
| Nvidia Corporation | 4,915 | US$983K | 0.62% |
| Astera Labs, Inc. | 1,442 | US$697K | 0.44% |
| Microsoft Corp. | 1,792 | US$668K | 0.42% |
| Exxon Mobil Corporation | 2,650 | US$362K | 0.23% |
| Duke Energy Corporation (holding Company) | 2,699 | US$342K | 0.21% |
| Amazon.com, Inc. | 1,395 | US$332K | 0.21% |
| Alphabet Inc (google) Class C | 914 | US$326K | 0.21% |
| Chevron Corporation | 1,841 | US$305K | 0.19% |
| Kla Corporation | 980 | US$296K | 0.19% |
| Philip Morris International Inc | 1,477 | US$267K | 0.17% |
| Conocophillips | 2,443 | US$254K | 0.16% |
| Emerson Electric Company | 1,504 | US$215K | 0.14% |
| Caci International, Inc. | 0 | US$0 | 0.00% |