Wellspring Financial Advisors
$1.5B 13F equity value
316 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wellspring Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 4,794,502 | $347M | 22.9% |
| IEFA | ISHARES TR | 1,695,488 | $100M | 6.6% |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 2,225,662 | $88M | 5.8% |
| VYM | VANGUARD WHITEHALL FDS | 2,958,647 | $72M | 4.7% |
| SOXX | ISHARES TR | 109,196 | $70M | 4.6% |
| VTI | VANGUARD INDEX FDS | 6,157,836 | $62M | 4.1% |
| AAPL | APPLE INC | 178,366 | $51M | 3.4% |
| VGSH | VANGUARD SCOTTSDALE FDS | 863,583 | $50M | 3.3% |
| IEMG | ISHARES INC | 918,763 | $46M | 3.1% |
| XLK | SELECT SECTOR SPDR TR | 237,362 | $45M | 3.0% |
Track Wellspring Financial Advisors's 13F portfolio: $1.5B in reported holdings, 316 positions. Top holdings and quarterly changes on SentiSense.
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