SPRINGVEST WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEP | 50K | $6.59M |
 | BRK-B | 22K | $10.37M |
 | NVDA | 5K | $873.27K |
 | AAPL | 5K | $1.16M |
 | DUK | 3K | $352.30K |
 | XOM | 3K | $448.83K |
 | COP | 2K | $322.58K |
 | CVX | 2K | $385.70K |
 | MSFT | 2K | $665.64K |
 | PM | 1K | $244.37K |
 | AMZN | 1K | $293.45K |
 | GOOG | 925 | $265.35K |
 | CACI | 390 | $212.11K |
American Electric Power Company, Inc.
AEP
Shares Held
50K
Value
$6.59M
Berkshire Hathaway Inc.
BRK-B
Shares Held
22K
Value
$10.37M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$873.27K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.16M
Duke Energy Corporation
DUK
Shares Held
3K
Value
$352.30K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$448.83K
ConocoPhillips
COP
Shares Held
2K
Value
$322.58K
Chevron Corporation
CVX
Shares Held
2K
Value
$385.70K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$665.64K
Philip Morris International Inc.
PM
Shares Held
1K
Value
$244.37K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$293.45K
Alphabet Inc.
GOOG
Shares Held
925
Value
$265.35K
CACI International Inc
CACI
Shares Held
390
Value
$212.11K