Wellspring Financial Advisors, LLC
Annual return '25
+12.1%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$1.3B
Holdings
277
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES S&P 500 INDEX
Q1 2026: Sold 87.1% (398.3k → 51.4k shares)
19.8%
02
$AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
Q1 2026: Exited (was 1.99M shares)
7.2%
03
$IEFA
ISHARES CORE MSCI EAFE ETF
Q1 2026: Exited (was 1.71M shares)
6.8%
04
$VYM
VANGUARD HIGH DIVIDEND YIELD
Q1 2026: Exited (was 2.98M shares)
5.0%
05
$VTI
VANGUARD TOTAL STK MKT
Q1 2026: Exited (was 6.17M shares)
4.2%
06
$SOXX
ISHARES SEMICONDUCTOR ETF
Q1 2026: Exited (was 150.0k shares)
3.7%
07
$AAPL
APPLE INC
Q1 2026: Sold 96.6% (102.7k → 3.5k shares)
3.4%
08
$VGSH
VANGUARD SHORT-TERM TREASURY ETF
Q1 2026: Exited (was 482.5k shares)
3.4%
09
$XLV
HEALTH CARE SELECT SECTOR SPDR
Q1 2026: Exited (was 281.7k shares)
3.0%
10
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Q1 2026: Sold 96.4% (762.3k → 27.6k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:28 UTC.