Wellspring Financial Advisors, LLC - Q22026 Holdings
Wellspring Financial Advisors, LLC holds 288 stocks with a total portfolio value of $ 1.52B as of Q22026. In Q22026, Wellspring Financial Advisors, LLC added 37 new positions, increased stakes in 84 stocks, reduced 123 holdings, and fully exited 27 positions. The largest holding is Ishares Tr (IVV), representing 22.87% of the total portfolio.
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Shares
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