Wellspring Financial Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcleveland, OH
- CIK0001811308
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
147 | $957.12M | IVV, SGOV, VYM, VTI | 13F-HR | Feb 13, 2025 | 000110465925012607 | ||
166 | $838.31M | IVV, SGOV, VTI, VYM | 13F-HR | Nov 13, 2024 | 000110465924117416 | ||
151 | $735.11M | IVV, VTI, VYM, IEFA | 13F-HR | Aug 12, 2024 | 000110465924088221 | ||
142 | $632.96M | IVV, VTI, VYM, IEFA | 13F-HR | May 1, 2024 | 000110465924055489 | ||
136 | $401.89M | VTI, SGOV, IVV, IWF | 13F-HR | Feb 13, 2024 | 000110465924017481 | ||
122 | $342.07M | VTI, SGOV, VTV, IWF | 13F-HR | Nov 14, 2023 | 000110465923117843 | ||
116 | $353.46M | VTI, SGOV, VTV, IWF | 13F-HR | Aug 11, 2023 | 000110465923090261 | ||
125 | $336.96M | VTI, SGOV, VTV, IWF | 13F-HR | May 12, 2023 | 000110465923059632 | ||
130 | $300.61M | VTI, VTV, IWF, SPY | 13F-HR | Feb 14, 2023 | 000110465923019927 | ||
101 | $270.74M | VTI, VTV, IWF, SPY | 13F-HR | Nov 14, 2022 | 000110465922117828 | ||
101 | $287.16M | VTI, VTV, IWF, SPY | 13F-HR | Aug 12, 2022 | 000110465922089985 | ||
132 | $339.37M | VTI, IWF, VTV, MDY | 13F-HR | May 10, 2022 | 000110465922058158 | ||
108 | $358.89M | VTI, IWF, MDY, SPY | 13F-HR | Jan 3, 2022 | 000110465922000352 | ||
104 | $331.97M | VTI, IWF, MDY, SPY | 13F-HR | Nov 12, 2021 | 000110465921137819 | ||
100 | $318.02M | VTI, IWF, MDY, SPY | 13F-HR | Aug 13, 2021 | 000110465921104805 | ||
89 | $207.35M | VTI, MDY, IWF, BND | 13F-HR | May 17, 2021 | 000110465921067775 | ||
92 | $286.50M | VTI, IWF, MDY, SPY | 13F-HR | Feb 16, 2021 | 000110465921022682 | ||
89 | $255.23M | VTI, IWF, MDY, SPY | 13F-HR | Nov 13, 2020 | 000110465920124867 | ||
88 | $242.27M | VTI, IWF, MDY, SPY | 13F-HR | Aug 14, 2020 | 000110465920095161 | ||
89 | $207.35M | VTI, MDY, IWF, BND | 13F-HR | May 14, 2020 | 000110465920061428 |