Wellspring Financial Advisors, LLC: summary

Wellspring Financial Advisors, LLC reported 288 positions with a reported value of $1.52B in its 13F for Q2 2026. Compared with Q1 2026: 37 new positions, 27 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• ISHARES CORE MSCI EAFE ETF
• Goldman Sachs Physical Gold ETF
• VANGUARD HIGH DIVIDEND YIELD INDEX ETF
• ISHARES SEMICONDUCTOR ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• APPLE INC COM
• VANGUARD SHORT-TERM TREASURY ETF
• ISHARES CORE MSCI EMERGING MARKETS ETF
• STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF