Wellspring Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1811308
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13F Reported Value
ⓘ$1.5B
Holdings
288
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wellspring Financial Advisors, LLC disclosed 288 positions worth $1.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 37 new positions and exited 26 — including a new stake in $GLTR. The portfolio is most concentrated in Other (73.5% of disclosed assets). All figures are sourced directly from Wellspring Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1811308.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
22.9% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
6.6% weight
Held 10 quarters
$AAAU5.8% weight
Held 8 quarters
VANGUARD WHITEHALL FDS - H
4.7% weight
Held 10 quarters
ISHARES TR - ISHARES SEMIC
4.6% weight
Held 5 quarters
ISHARES TR - CORE HIGH DV
9 quarters accumulating
SCHWAB STRATEGIC TR - FUND
8 quarters accumulating
SELECT SECTOR SPDR TR - ST
6 quarters accumulating
ISHARES TR - S&P 500 VAL E
5 quarters accumulating
$LIN5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$347.2M4,794,502 shISHARES TR - CORE MSCI EAFE
—Quality
$100.0M1,695,488 sh- —
Quality
$88.1M2,225,662 sh VANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$71.5M2,958,647 shISHARES TR - ISHARES SEMICDTR
—Quality
$70.0M109,196 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$62.2M6,157,836 sh- 76.4
Quality
$51.5M178,366 sh VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$50.3M863,583 shISHARES INC - CORE MSCI EMKT
—Quality
$46.4M918,763 shSELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$45.2M237,362 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $347.2M | 4,794,502 |
| ISHARES TR - CORE MSCI EAFE | — | $100.0M | 1,695,488 |
| Goldman Sachs Physical Gold ETF$AAAU | — | $88.1M | 2,225,662 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $71.5M | 2,958,647 |
| ISHARES TR - ISHARES SEMICDTR | — | $70.0M | 109,196 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $62.2M | 6,157,836 |
 Apple Inc.$AAPL | 76.4 | $51.5M | 178,366 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $50.3M | 863,583 |
| ISHARES INC - CORE MSCI EMKT | — | $46.4M | 918,763 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $45.2M | 237,362 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wellspring Financial Advisors, LLC's 288 positions.
Showing top 10 of 288 holdings.
Sector Allocation
Other
$1.1B
Technology
$153.4M
Financials
$139.4M
Consumer Discretionary
$28.9M
Healthcare
$25.7M
Industrials
$24.1M
Materials
$7.7M
Energy
$6.8M
Top Holdings — Wellspring Financial Advisors, LLC (Q2 2026)
Top 150 of 288 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $347.2M | 22.9% | +1085% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $100.0M | 6.6% | +5% | — |
| 3 | $AAAU | Goldman Sachs Physical Gold ETF | $88.1M | 5.8% | +8% | — |
| 4 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $71.5M | 4.7% | +2% | — |
| 5 | — | ISHARES TR - ISHARES SEMICDTR | $70.0M | 4.6% | -28% | — |
| 6 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $62.2M | 4.1% | -0% | — |
| 7 | $AAPL | Apple Inc. | $51.5M | 3.4% | -1% | 76.4 |
| 8 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $50.3M | 3.3% | +12% | — |
| 9 | — | ISHARES INC - CORE MSCI EMKT | $46.4M | 3.1% | +5% | — |
| 10 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $45.2M | 3.0% | +38% | — |
| 11 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $43.7M | 2.9% | +1% | — |
| 12 | — | ISHARES TR - US INFRASTRUC | $42.7M | 2.8% | +20% | — |
| 13 | — | ISHARES TR - RUS 1000 GRW ETF | $35.5M | 2.3% | +297% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $28.8M | 1.9% | +15% | — |
| 15 |  $NVDA | NVIDIA CORP | $18.4M | 1.2% | -13% | 85.9 |
| 16 |  $AMZN | AMAZON COM INC | $15.4M | 1.0% | -3% | 68.7 |
| 17 | — | VANGUARD INDEX FDS - VALUE ETF | $15.0M | 1.0% | -0% | — |
| 18 | — | VANGUARD INDEX FDS - GROWTH ETF | $13.7M | 0.9% | +12% | — |
| 19 |  $GOOGL | Alphabet Inc. | $13.4M | 0.9% | -2% | 78.2 |
| 20 |  $MSFT | MICROSOFT CORP | $13.3M | 0.9% | -6% | 79.8 |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $12.3M | 0.8% | +49% | — |
| 22 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $12.2M | 0.8% | -1% | — |
| 23 | — | ISHARES TR - S&P 500 GRWT ETF | $11.7M | 0.8% | -0% | — |
| 24 | — | ISHARES TR - RUS 1000 VAL ETF | $10.0M | 0.7% | -1% | — |
| 25 |  $GOOG | Alphabet Inc. | $10.0M | 0.7% | -3% | 78.2 |
| 26 | — | ISHARES TR - 0-3 MTH TREASURY | $9.2M | 0.6% | -50% | — |
| 27 | — | SPDR SERIES TRUST - ST STR P500GRW | $8.9M | 0.6% | -3% | — |
| 28 | — | SPDR SERIES TRUST - ST STR SP DIV | $8.1M | 0.5% | -4% | — |
| 29 |  $IAU | ISHARES GOLD TRUST | $7.4M | 0.5% | +0% | — |
| 30 |  $JPM | JPMORGAN CHASE & CO | $5.6M | 0.4% | -4% | 70.7 |
| 31 |  $AVGO | Broadcom Inc. | $5.6M | 0.4% | -0% | 84.5 |
| 32 | — | ISHARES TR - CORE S&P SCP ETF | $5.4M | 0.3% | -1% | — |
| 33 |  $SHC | Sotera Health Co | $5.3M | 0.3% | +7% | 64.4 |
| 34 |  $META | Meta Platforms, Inc. | $4.9M | 0.3% | +1% | 79.6 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $4.6M | 0.3% | -6% | 69 |
| 36 | — | ISHARES TR - CORE S&P MCP ETF | $4.4M | 0.3% | +0% | — |
| 37 |  $LLY | ELI LILLY & Co | $4.3M | 0.3% | -10% | 87.5 |
| 38 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 0.3% | -71% | 73.5 |
| 39 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.3M | 0.3% | +0% | 66.2 |
| 40 |  $V | VISA INC. | $4.1M | 0.3% | -13% | 82.9 |
| 41 |  $IVZ | Invesco Ltd. | $3.8M | 0.3% | -2% | — |
| 42 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $3.7M | 0.3% | +19% | — |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $3.6M | 0.2% | -0% | 57.9 |
| 44 | — | ISHARES TR - MSCI EAFE ETF | $3.4M | 0.2% | NEW | — |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 0.2% | -13% | 73.8 |
| 46 |  $AMAT | APPLIED MATERIALS INC /DE | $3.3M | 0.2% | -9% | 72.3 |
| 47 |  $BA | BOEING CO | $3.2M | 0.2% | +1% | 61.6 |
| 48 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.1M | 0.2% | +0% | — |
| 49 | — | ISHARES TR - S&P 500 VAL ETF | $3.0M | 0.2% | +0% | — |
| 50 |  $ABBV | AbbVie Inc. | $2.9M | 0.2% | -1% | 72.6 |
| 51 | — | VANGUARD STAR FDS - VG TL INTL STK F | $2.9M | 0.2% | +0% | — |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.8M | 0.2% | -3% | 67.6 |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $2.8M | 0.2% | +29% | 79.8 |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $2.7M | 0.2% | +7% | 70.3 |
| 55 |  $RTX | RTX Corp | $2.7M | 0.2% | +0% | 73.2 |
| 56 |  $RJF | RAYMOND JAMES FINANCIAL INC | $2.6M | 0.2% | -0% | 66.3 |
| 57 |  $INTC | INTEL CORP | $2.6M | 0.2% | +28% | 45.6 |
| 58 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.5M | 0.2% | -8% | — |
| 59 |  $WMT | Walmart Inc. | $2.5M | 0.2% | -4% | 60.2 |
| 60 |  $TSLA | Tesla, Inc. | $2.3M | 0.1% | +7% | 53.9 |
| 61 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $2.3M | 0.1% | -0% | — |
| 62 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.3M | 0.1% | +7% | — |
| 63 |  $CAT | CATERPILLAR INC | $2.3M | 0.1% | -15% | 66.5 |
| 64 | — | ISHARES TR - S&P MC 400GR ETF | $2.2M | 0.1% | +0% | — |
| 65 |  $ASML | ASML HOLDING NV | $2.1M | 0.1% | +1% | — |
| 66 | — | ISHARES TR - EXPANDED TECH | $2.0M | 0.1% | -11% | — |
| 67 |  $MU | MICRON TECHNOLOGY INC | $2.0M | 0.1% | +13% | 86.2 |
| 68 |  $LRCX | LAM RESEARCH CORP | $1.9M | 0.1% | +15% | 79.4 |
| 69 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.9M | 0.1% | +401% | — |
| 70 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.7M | 0.1% | +0% | — |
| 71 | — | ISHARES TR - CORE HIGH DV ETF | $1.7M | 0.1% | +403% | — |
| 72 |  $NEE | NEXTERA ENERGY INC | $1.6M | 0.1% | -5% | 64.6 |
| 73 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.6M | 0.1% | -9% | — |
| 74 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.6M | 0.1% | +0% | — |
| 75 |  $ECL | ECOLAB INC. | $1.6M | 0.1% | -3% | 63.3 |
| 76 |  $MA | Mastercard Inc | $1.5M | 0.1% | -9% | 85.1 |
| 77 |  $ACVA | ACV Auctions Inc. | $1.5M | 0.1% | +162% | 43.5 |
| 78 | — | ISHARES TR - RUSSELL 3000 ETF | $1.5M | 0.1% | +0% | — |
| 79 | — | ISHARES TR - MSCI ACWI ETF | $1.5M | 0.1% | +0% | — |
| 80 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1.4M | 0.1% | +0% | 55.6 |
| 81 |  $NFLX | NETFLIX INC | $1.4M | 0.1% | -1% | 78.8 |
| 82 | — | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 0.1% | -1% | — |
| 83 | — | VANGUARD WORLD FD - INF TECH ETF | $1.3M | 0.1% | +664% | — |
| 84 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.1% | -8% | 62.7 |
| 85 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.1% | +0% | 68.7 |
| 86 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | $1.3M | 0.1% | +0% | — |
| 87 |  $ICE | Intercontinental Exchange, Inc. | $1.3M | 0.1% | -19% | 73.7 |
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $1.3M | 0.1% | +1% | — |
| 89 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $1.3M | 0.1% | +5% | — |
| 90 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.1% | +1% | 65.5 |
| 91 |  $RYAM | RAYONIER ADVANCED MATERIALS INC. | $1.2M | 0.1% | +12% | 31.5 |
| 92 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.1% | -12% | 79.9 |
| 93 | — | ISHARES TR - RUS MID CAP ETF | $1.2M | 0.1% | +0% | — |
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.2M | 0.1% | +0% | — |
| 95 | — | ISHARES TR - S&P MC 400VL ETF | $1.2M | 0.1% | +0% | — |
| 96 |  $HWM | Howmet Aerospace Inc. | $1.1M | 0.1% | -13% | 73.9 |
| 97 | — | ISHARES TR - SELECT DIVID ETF | $1.1M | 0.1% | +0% | — |
| 98 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $1.1M | 0.1% | NEW | — |
| 99 |  $IBKR | Interactive Brokers Group, Inc. | $1.1M | 0.1% | -0% | 77 |
| 100 | — | ISHARES TR - CORE MSCI PAC | $986,355 | 0.1% | +0% | — |
| 101 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $978,408 | 0.1% | -32% | 65.1 |
| 102 | — | PACER FDS TR - US CASH COWS 100 | $963,675 | 0.1% | +0% | — |
| 103 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $956,379 | 0.1% | -1% | 70 |
| 104 |  $KEYS | Keysight Technologies, Inc. | $952,521 | 0.1% | -13% | 71.4 |
| 105 |  $GEV | GE Vernova Inc. | $914,099 | 0.1% | +11% | 81.1 |
| 106 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $913,313 | 0.1% | -0% | — |
| 107 |  $HLT | Hilton Worldwide Holdings Inc. | $900,834 | 0.1% | +0% | 63.3 |
| 108 |  $COF | CAPITAL ONE FINANCIAL CORP | $900,396 | 0.1% | -8% | 62.4 |
| 109 |  $STX | Seagate Technology Holdings plc | $893,147 | 0.1% | -13% | — |
| 110 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $866,548 | 0.1% | +0% | — |
| 111 | — | VANGUARD INDEX FDS - SMALL CP ETF | $851,823 | 0.1% | -4% | — |
| 112 |  $CVX | CHEVRON CORP | $848,020 | 0.1% | -1% | 62.8 |
| 113 |  $LYV | Live Nation Entertainment, Inc. | $845,053 | 0.1% | -3% | 52.9 |
| 114 | — | VANGUARD WORLD FD - CONSUM STP ETF | $844,752 | 0.1% | -0% | — |
| 115 |  $ORLY | O REILLY AUTOMOTIVE INC | $837,927 | 0.1% | +1% | 67.4 |
| 116 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $825,832 | 0.1% | -0% | — |
| 117 |  $RSG | REPUBLIC SERVICES, INC. | $813,855 | 0.1% | -1% | 62.3 |
| 118 |  $GE | GENERAL ELECTRIC CO | $809,518 | 0.1% | -11% | 73.8 |
| 119 |  $COLD | AMERICOLD REALTY TRUST | $787,871 | 0.1% | -0% | 17.4 |
| 120 |  $COP | CONOCOPHILLIPS | $780,688 | 0.1% | -6% | 70.2 |
| 121 |  $TMUS | T-Mobile US, Inc. | $775,185 | 0.1% | -3% | 69.1 |
| 122 |  $CME | CME GROUP INC. | $774,680 | 0.1% | -5% | 69.5 |
| 123 |  $DE | DEERE & CO | $770,683 | 0.1% | -5% | 55.4 |
| 124 | — | BITWISE FUNDS TRUST - CRYPTO INDUSTRY | $768,990 | 0.1% | +0% | — |
| 125 |  $XPO | XPO, Inc. | $762,036 | 0.1% | -1% | 58.4 |
| 126 | — | ISHARES TR - RUS MD CP GR ETF | $758,550 | 0.1% | NEW | — |
| 127 |  $AXP | AMERICAN EXPRESS CO | $734,486 | 0.1% | +0% | 69.4 |
| 128 |  $PGR | PROGRESSIVE CORP/OH/ | $731,281 | 0.1% | -11% | 80.1 |
| 129 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $723,857 | 0.1% | +0% | — |
| 130 |  $PEP | PEPSICO INC | $723,769 | 0.1% | -12% | 63.4 |
| 131 |  $WMB | WILLIAMS COMPANIES, INC. | $720,706 | 0.1% | +0% | 64.3 |
| 132 |  $ALC | ALCON INC | $718,423 | 0.1% | -5% | 54.9 |
| 133 |  $TWLO | TWILIO INC | $717,231 | 0.1% | +2% | 70.4 |
| 134 |  $ABT | ABBOTT LABORATORIES | $711,665 | 0.1% | -17% | 65.5 |
| 135 |  $AEE | AMEREN CORP | $707,714 | 0.1% | +0% | 59.4 |
| 136 |  $KLAC | KLA CORP | $705,599 | 0.1% | +729% | 78.6 |
| 137 |  $AMGN | AMGEN INC | $697,678 | 0.1% | -0% | 79.2 |
| 138 |  $STM | STMicroelectronics N.V. | $691,310 | 0.1% | +0% | — |
| 139 |  $SPOT | Spotify Technology S.A. | $676,298 | 0.0% | +0% | — |
| 140 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $658,444 | 0.0% | -4% | 62.9 |
| 141 |  $SPGI | S&P Global Inc. | $647,457 | 0.0% | -6% | 76.1 |
| 142 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $644,701 | 0.0% | NEW | 55.2 |
| 143 |  $CRWD | CrowdStrike Holdings, Inc. | $644,090 | 0.0% | -2% | 67.7 |
| 144 |  $PG | PROCTER & GAMBLE Co | $637,583 | 0.0% | -16% | 64.6 |
| 145 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $628,415 | 0.0% | +0% | — |
| 146 |  $DIS | Walt Disney Co | $628,335 | 0.0% | -8% | 60.1 |
| 147 |  $CAH | CARDINAL HEALTH INC | $627,871 | 0.0% | +22% | 62.4 |
| 148 | — | ISHARES TR - S&P SML 600 GWT | $626,914 | 0.0% | -13% | — |
| 149 |  $BKR | Baker Hughes Co | $624,061 | 0.0% | +0% | 60.7 |
| 150 | — | ISHARES TR - NATIONAL MUN ETF | $606,116 | 0.0% | +3% | — |
New Positions (37)
$GLTR abrdn Precious Metals Basket ETF Trust$1.1M ISHARES TR - RUS MD CP GR ETF$758,550
$TSCO TRACTOR SUPPLY CO /DE/$644,701
$QCOM QUALCOMM INC/DE$511,417
$FDX FEDEX CORP$503,525
$FLEX FLEX LTD.$497,874
$CRS CARPENTER TECHNOLOGY CORP$445,358
$GLW CORNING INC /NY$444,959
$RVMD Revolution Medicines, Inc.$424,189
$ASX ASE Technology Holding Co., Ltd.$362,900
$LITE Lumentum Holdings Inc.$338,076
$MTSI MACOM Technology Solutions Holdings, Inc.$319,511
$ITT ITT INC.$278,446
$SARO StandardAero, Inc.$276,428
$SHG SHINHAN FINANCIAL GROUP CO LTD$274,885Exited Positions (26)
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$HON HONEYWELL INTERNATIONAL INC
$CPNG Coupang, Inc.
$GLD SPDR GOLD TRUST
$MCK MCKESSON CORP VIRTUS REAVES UTILITIES ETF
$ADBE ADOBE INC.
$HCA HCA Healthcare, Inc.
$MLAC Mountain Lake Acquisition Corp.
$CNQ CANADIAN NATURAL RESOURCES Ltd
$ROST ROSS STORES, INC.
$PKX POSCO HOLDINGS INC.
$BJ BJ's Wholesale Club Holdings, Inc.
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/
$BWXT BWX Technologies, Inc.Browse Top Institutional Investors
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