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Spreng Capital Management, Inc.
Spreng Capital Management, Inc. is an SEC-registered investment adviser headquartered in Bucyrus, Ohio. The firm provides investment advisory services, focusing on portfolio management tailored to its clients’ financial objectives. Founded in Ohio and operating for several years, the firm is small, with approximately 4 employees, of whom the majority are investment professionals. It primarily serves individual investors and selects institutional clients.
Investment Strategy
Spreng Capital Management manages diversified portfolios, primarily investing in large-cap U.S. equities and exchange-traded funds (ETFs). Their philosophy emphasizes long-term capital growth through disciplined, research-driven selection with a focus on broad-based, low-cost index funds and growth-oriented ETFs. They actively monitor and adjust holdings based on market and economic factors, seeking to optimize returns while managing downside risk.
Latest 13F Filing Activity
Spreng Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 76 equity positions with a total 13F market value of $251M. The fund increased holdings in Ishares TR, Schwab Strategic TR, Vanguard Index FDS among other positions. Spreng Capital Management, Inc. reduced exposure to Ishares TR, Ishares TR, Six Flags Entertainment Corp. among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 19.28% | $48.3M | 72,239 | $456.78 | $669.30 | +$347.8K |
S SCHG | SCHWAB STRATEGIC TR | 12.78% | $32.1M | 1,004,436 | $22.45 | $31.91 | +$2.5M |
V VUG | VANGUARD INDEX FDS | 9.99% | $25.1M | 52,235 | $374.68 | $479.61 | +$2.3M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.29% | $10.8M | 49,900 | $182.97 | $215.79 | +$552.2K |
S SCHD | SCHWAB STRATEGIC TR | 3.76% | $9.4M | 345,791 | $23.24 | $27.30 | -$94.1K |
Industry Allocation
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