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Wellspring Financial Advisors, LLC
Wellspring Financial Advisors, LLC is an investment advisory firm registered with the SEC. It offers various investment services but seems to be distinct from Wellspring Family Office, LLC. The provided domain is for Wellspring Family Office, LLC, as the specific website for Wellspring Financial Advisors, LLC could not be found.
Latest 13F Filing Activity
Wellspring Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 180 equity positions with a total 13F market value of $996M. The fund increased holdings in Ishares S&P 500 Index, Ishares Semiconductor Etf, Ishares Core Msci Eafe Etf among other positions. Wellspring Financial Advisors, LLC reduced exposure to Ishares 0-3 Month Treasury Bond Etf, Ishares 1-3 YR Treasury Bond Etf, Consumer Discretionary Sel Sector SPDR FD among others.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES S&P 500 INDEX | 30.61% | $304.8M | 490,952 | $528.31 | $620.90 | +$33.5M |
V VYM | VANGUARD HIGH DIVIDEND YIELD | 6.43% | $64.0M | 2,787,908 | $111.99 | $133.31 | +$2.8M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 6.39% | $63.6M | 1,265,398 | $71.66 | $83.48 | +$7.7M |
V VTI | VANGUARD TOTAL STK MKT | 5.94% | $59.1M | 6,180,604 | $219.82 | $303.93 | +$5.8M |
A AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 5.41% | $53.9M | 1,647,958 | $26.95 | $32.68 | +$777.9K |
Industry Allocation
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