Wellspring Financial Advisors
$1.3B Assets Reported
315 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES S&P 500 INDEX | 404,618 | $264M | 19.8% |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 2,065,764 | $95M | 7.2% |
| IEFA | ISHARES CORE MSCI EAFE ETF | 1,620,720 | $91M | 6.8% |
| VYM | VANGUARD HIGH DIVIDEND YIELD | 2,909,177 | $67M | 5.0% |
| VTI | VANGUARD TOTAL STK MKT | 6,161,979 | $56M | 4.2% |
| SOXX | ISHARES SEMICONDUCTOR ETF | 151,791 | $50M | 3.7% |
| AAPL | APPLE INC | 179,596 | $46M | 3.4% |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 769,442 | $45M | 3.4% |
| XLV | HEALTH CARE SELECT SECTOR SPDR | 272,211 | $40M | 3.0% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 873,978 | $39M | 2.9% |
Track Wellspring Financial Advisors's 13F portfolio: $1.3B in reported holdings, 315 positions. Top holdings, AUM, and quarterly changes on SentiSense.