Holdings
Wellspring Financial Advisors, LLC
As of Jun 30, 2026, Wellspring Financial Advisors, LLC reported 181 positions worth US$292M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 178K | US$51.5M | −1,230 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 65,358 | US$23.3M | −2,019 | Jun 30, 2026 |
| Nvidia Corporation | 92,274 | US$18.4M | −14,078 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,409 | US$15.4M | −2,119 | Jun 30, 2026 |
| Microsoft Corp. | 485K | US$13.3M | −29,712 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 17,097 | US$5.6M | −632 | Jun 30, 2026 |
| Broadcom Inc. | 14,817 | US$5.59M | −63 | Jun 30, 2026 |
| Sotera Health Company | 2.06M | US$5.33M | +130K | Jun 30, 2026 |
| Meta Platforms, Inc. | 8,628 | US$4.86M | +114 | Jun 30, 2026 |
| Johnson & Johnson | 17,959 | US$4.57M | −1,219 | Jun 30, 2026 |