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Value $
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$117M
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Signature - Title
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Timothy Dwight - CEO
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Location
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Dallas, TX
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Summary
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This page shows a list of all the recent 13F filings made by SpringVest Wealth Management LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. SpringVest Wealth Management LLC reported 53 stock holdings with total value $117M as of Q4 2024. Top holdings included VCIT, BRKB, SPY, VUSB, and VCSH.