Holdings
SpringVest Wealth Management LLC
As of Jun 30, 2026, SpringVest Wealth Management LLC reported 15 positions worth US$24M. Largest: Berkshire Hathaway Inc., American Electric Power Company, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 21,602 | US$10.8M | −35 | Jun 30, 2026 |
| American Electric Power Company, Inc. | 49,687 | US$6.8M | −600 | Jun 30, 2026 |
| Apple Inc | 4,595 | US$1.33M | +16 | Jun 30, 2026 |
| Nvidia Corporation | 4,915 | US$983K | −92 | Jun 30, 2026 |
| Astera Labs, Inc. | 1,442 | US$697K | new | Jun 30, 2026 |
| Microsoft Corp. | 1,792 | US$668K | −6 | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,650 | US$362K | +5 | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 2,699 | US$342K | +8 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,395 | US$332K | −14 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 914 | US$326K | −9 | Jun 30, 2026 |