Wellspring Financial Advisors, LLC - Q42025 Holdings

Wellspring Financial Advisors, LLC holds 274 stocks with a total portfolio value of $ 1.26B as of Q42025. In Q42025, Wellspring Financial Advisors, LLC added 106 new positions, increased stakes in 107 stocks, reduced 28 holdings, and fully exited 10 positions. The largest holding is Ishares S&P 500 Index (IVV), representing 21.57% of the total portfolio.