SPRINGVEST WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEP | 51K | $5.90M |
 | BRK-B | 22K | $11.15M |
 | AAPL | 5K | $1.26M |
 | NVDA | 5K | $851.06K |
 | DUK | 3K | $314.21K |
 | COP | 2K | $219.13K |
 | CVX | 2K | $277.39K |
 | XOM | 2K | $210.22K |
 | EMR | 2K | $212.62K |
 | PM | 1K | $236.59K |
 | ALAB | 1K | $229.08K |
 | AMZN | 1K | $296.83K |
 | MSFT | 1K | $533.80K |
 | JPM | 921 | $296.76K |
 | GOOG | 907 | $284.62K |
 | CACI | 390 | $207.80K |
 | GS | 247 | $217.06K |
American Electric Power Company, Inc.
AEP
Shares Held
51K
Value
$5.90M
Berkshire Hathaway Inc.
BRK-B
Shares Held
22K
Value
$11.15M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.26M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$851.06K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$314.21K
ConocoPhillips
COP
Shares Held
2K
Value
$219.13K
Chevron Corporation
CVX
Shares Held
2K
Value
$277.39K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$210.22K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$212.62K
Philip Morris International Inc.
PM
Shares Held
1K
Value
$236.59K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
1K
Value
$229.08K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$296.83K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$533.80K
JPMorgan Chase & Co.
JPM
Shares Held
921
Value
$296.76K
Alphabet Inc.
GOOG
Shares Held
907
Value
$284.62K
CACI International Inc
CACI
Shares Held
390
Value
$207.80K
The Goldman Sachs Group, Inc.
GS
Shares Held
247
Value
$217.06K