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Laura Capuozzo

Wellspring Financial Advisors, Llc

Assets Managed
$1.333B
Holdings
278
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
5.44%(2Q avg: 10.82%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wellspring Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 278 positions.

Assets under management

The assets under management (AUM) of Wellspring Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.333B in assets, with a quarterly growth rate of 5.44% and a 2-quarter average growth rate of 10.82%. The portfolio is managed by Laura Capuozzo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.6%
19.83%
$264.301M
404,618 shares@ $653.22 avg price
AAAU
Goldman Sachs Physical Gold
Recent Activity
Increased 3.69%
7.16%
$95.418M
2.066M shares@ $46.19 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -5.27%
6.81%
$90.797M
1.621M shares@ $56.03 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -2.32%
5.04%
$67.132M
2.909M shares@ $23.08 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.16%
4.21%
$56.084M
6.162M shares@ $9.11 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Increased 1.19%
3.75%
$49.888M
151,791 shares@ $328.66 avg price
AAPL
Apple Inc
Recent Activity
Increased 74.87%
3.42%
$45.58M
179,596 shares@ $253.79 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 59.47%
3.38%
$45.043M
769,442 shares@ $58.55 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -3.37%
3%
$39.909M
272,211 shares@ $146.62 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 14.66%
2.9%
$38.578M
873,978 shares@ $44.15 avg price

1-10 of 278