Wellspring Financial Advisors, LLC: 13F holdings
CIK 18113082026Q2
| Positions | 288 |
|---|---|
| Reported value | $6.8bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 6,157,836 | $2.3bn | 33.4% |
| QQQ INVESCO QQQ TR | 1,436,888 | $1.1bn | 15.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 866,550 | $647.1m | 9.5% |
| VOO VANGUARD INDEX FDS | 521,959 | $358.5m | 5.3% |
| IVV ISHARES TR | 4,794,502 | $347.2m | 5.1% |
| VXUS VANGUARD STAR FDS | 2,933,385 | $293.3m | 4.3% |
| EFA ISHARES TR | 1,746,175 | $181.4m | 2.7% |
| VDC VANGUARD WORLD FD | 788,817 | $177.9m | 2.6% |
| VOE VANGUARD INDEX FDS | 783,898 | $154.9m | 2.3% |
| IGV ISHARES TR | 1,349,322 | $122.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1811308")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.