SEC Form 13F

Wellspring Financial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$1,518,197,599
Positions288

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$347,204,8604,794,502
ISHARES TRIEFACORE MSCI EAFE$99,950,5461,695,488
GOLDMAN SACHS PHYSICAL GOLDAAAUUNIT$88,069,4282,225,662
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$71,530,4272,958,647
ISHARES TRSOXXISHARES SEMICDTR$69,968,417109,196
VANGUARD INDEX FDSVTITOTAL STK MKT$62,235,8106,157,836
APPLE INCAAPLCOM$51,477,969178,366
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$50,260,519863,583
ISHARES INCIEMGCORE MSCI EMKT$46,430,614918,763
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$45,222,226237,362

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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